Wick Capital Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wick Capital Partners’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 Q1	$584K	Sell	8,649 -622	-7%	-$43.1K	0.11%	89
2025 Q4	$612K	Sell	9,271 -547	-6%	-$35.8K	0.11%	78
2025 Q3	$641K	Buy	9,818 +7,746	+374%	+$498K	0.15%	65
2025 Q2	$541K	Sell	2,072 -6,642	-76%	-$390K	0.14%	69
2025 Q1	$508K	Buy	8,714 +1	+0%	+$62	0.15%	67
2024 Q4	$543K	Buy	8,713 +3	+0%	+$192	0.16%	59
2024 Q3	$543K	Buy	8,710 +6	+0.1%	+$362	0.18%	52
2024 Q2	$509K	Sell	8,704 -313	-3%	-$18.4K	0.18%	50
2024 Q1	$548K	Buy	+9,017	New	+$510K	0.53%	26
2023 Q4	–	Sell	-8,620	Closed	-$430K	–	66
2023 Q3	$430K	Buy	8,620 +5	+0.1%	+$262	0.24%	44
2023 Q2	$451K	Buy	8,615 +15	+0.2%	+$745	0.27%	34
2023 Q1	$430K	Buy	8,600 +5	+0.1%	+$255	0.25%	44
2022 Q4	$416K	Hold	8,595	–	–	0.23%	40
2022 Q3	$377K	Buy	8,595 +15	+0.2%	+$725	0.24%	34
2022 Q2	$388K	Sell	8,580 -1,090	-11%	-$53.8K	0.27%	36
2022 Q1	$519K	Buy	+9,670	New	+$515K	0.34%	30

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wick Capital Partners's IJH Position: Q1 2026 in Review

Wick Capital Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.7% in Q1 2026, selling an estimated $43.1K and leaving 8,649 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #89.

Wick Capital Partners first reported a position in IJH in Q1 2022 and has held it in 16 quarters since. The position peaked at $641K in Q3 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Wick Capital Partners held 8,649 shares of iShares Core S&P Mid-Cap ETF worth $584K as of Q1 2026.
Wick Capital Partners sold 622 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $43.1K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Wick Capital Partners's portfolio in Q1 2026, its #89 holding.
Wick Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 16 quarters since.
Wick Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $641K in Q3 2025.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.