WWA
IJH icon

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wingate Wealth Advisors's IJH Position: Q1 2026 in Review

Wingate Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 3,171 shares — an estimated $209K sold.

Wingate Wealth Advisors first reported a position in IJH in Q4 2024 and held it in 5 quarters. The position peaked at $799K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Wingate Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Wingate Wealth Advisors sold 3,171 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $209K.
  • Wingate Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 5 quarters.
  • Wingate Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $799K in Q4 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Wingate Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.