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

Wingate Wealth 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	$221K	Buy	+2,871	New	+$211K	0.1%	122
2026 Q1	–	Sell	-3,171	Closed	-$209K	–	122
2025 Q4	$209K	Sell	3,171 -6,346	-67%	-$416K	0.12%	115
2025 Q3	$621K	Buy	9,517 +20	+0.2%	+$1.28K	0.43%	61
2025 Q2	$589K	Sell	9,497 -2,920	-24%	-$171K	0.52%	57
2025 Q1	$725K	Sell	12,417 -401	-3%	-$24.9K	0.83%	43
2024 Q4	$799K	Buy	+12,818	New	+$822K	0.78%	41

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 22.9% 1-Year Est. Return

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

Wingate Wealth Advisors's IJH Position: Q2 2026 in Review

Wingate Wealth Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,871 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #122 among its holdings. This is a return to the name: Wingate Wealth Advisors previously reported a position in IJH as recently as Q4 2025.

Wingate Wealth Advisors first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $799K in Q4 2024. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wingate Wealth Advisors held 2,871 shares of iShares Core S&P Mid-Cap ETF worth $221K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Wingate Wealth Advisors position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Wingate Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Wingate Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Wingate Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $799K in Q4 2024.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.