Wetzel Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wetzel Investment Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21M	Sell	41,651 -3,681	-8%	-$270K	1.11%	21
2026 Q1	$3.06M	Sell	45,332 -877	-2%	-$60.8K	1.22%	22
2025 Q4	$3.05M	Sell	46,209 -321	-0.7%	-$21K	1.24%	20
2025 Q3	$3.04M	Sell	46,530 -2,671	-5%	-$172K	1.3%	19
2025 Q2	$3.05M	Sell	49,201 -7,785	-14%	-$457K	1.4%	16
2025 Q1	$3.33M	Sell	56,986 -988	-2%	-$61.4K	1.68%	20
2024 Q4	$3.61M	Sell	57,974 -302	-0.5%	-$19.4K	1.8%	20
2024 Q3	$3.63M	Sell	58,276 -366	-0.6%	-$22.1K	1.83%	17
2024 Q2	$3.56M	Sell	58,642 -13	-0%	-$764	2.04%	12
2024 Q1	$3.31M	Buy	58,655 +400	+0.7%	+$22.6K	1.95%	12
2023 Q4	$3.23M	Buy	+58,255	New	+$2.95M	1.98%	12

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wetzel Investment Advisors's IJH Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.1% in Q2 2026, selling an estimated $270K and leaving 41,651 shares worth $3.21M. The position accounts for 1.11% of the portfolio, ranked #21.

Wetzel Investment Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.63M in Q3 2024. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wetzel Investment Advisors held 41,651 shares of iShares Core S&P Mid-Cap ETF worth $3.21M as of Q2 2026.
Wetzel Investment Advisors sold 3,681 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $270K.
iShares Core S&P Mid-Cap ETF made up 1.11% of Wetzel Investment Advisors's portfolio in Q2 2026, its #21 holding.
Wetzel Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.63M in Q3 2024.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.