WFA of San Diego’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WFA of San Diego’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	$2.61M	Sell	33,288 -239	-0.7%	-$17.5K	2.14%	13
2026 Q1	$2.26M	Buy	33,527 +37	+0.1%	+$2.57K	1.82%	14
2025 Q4	$2.21M	Buy	33,490 +404	+1%	+$26.5K	1.62%	16
2025 Q3	$2.16M	Buy	33,086 +229	+0.7%	+$14.7K	1.47%	17
2025 Q2	$2.04M	Buy	+32,857	New	+$1.93M	1.5%	19
2024 Q3	$1.48M	Buy	23,793 +359	+2%	+$21.6K	1.25%	21
2024 Q2	$1.37M	Buy	+23,434	New	+$1.38M	1.23%	23
2023 Q3	$971K	Sell	19,470 -735	-4%	-$38.5K	1%	24
2023 Q2	$1.06M	Sell	20,205 -15,825	-44%	-$786K	1.04%	24
2023 Q1	$1.8M	Sell	36,030 -2,620	-7%	-$133K	1.88%	16
2022 Q4	$1.87M	Sell	38,650 -450	-1%	-$21.7K	1.43%	15
2022 Q3	$1.72M	Sell	39,100 -1,340	-3%	-$64.8K	1.55%	15
2022 Q2	$1.83M	Sell	40,440 -45	-0.1%	-$2.22K	1.57%	13
2022 Q1	$2.17M	Sell	40,485 -3,700	-8%	-$197K	1.65%	13
2021 Q4	$2.5M	Buy	44,185 +1,405	+3%	+$78.2K	1.45%	14
2021 Q3	$2.25M	Buy	42,780 +2,740	+7%	+$147K	1.57%	12
2021 Q2	$2.15M	Buy	40,040 +5,960	+17%	+$322K	1.67%	12
2021 Q1	$1.77M	Sell	34,080 -645	-2%	-$32.2K	1.47%	14
2020 Q4	$229K	Buy	34,725 +2,635	+8%	+$111K	0.06%	42
2020 Q3	$1.19M	Sell	32,090 -105	-0.3%	-$3.92K	1.13%	21
2020 Q2	$1.15M	Buy	+32,195	New	+$1.07M	0.27%	88

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

WFA of San Diego's IJH Position: Q2 2026 in Review

WFA of San Diego reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.71% in Q2 2026, selling an estimated $17.5K and leaving 33,288 shares worth $2.61M. The position accounts for 2.14% of the portfolio, ranked #13.

WFA of San Diego first reported a position in IJH in Q2 2020 and has held it in 21 quarters since. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

WFA of San Diego held 33,288 shares of iShares Core S&P Mid-Cap ETF worth $2.61M as of Q2 2026.
WFA of San Diego sold 239 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $17.5K.
iShares Core S&P Mid-Cap ETF made up 2.14% of WFA of San Diego's portfolio in Q2 2026, its #13 holding.
WFA of San Diego first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 21 quarters since.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.