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

Winthrop Partners - WNY’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 		$315K Hold
4,090
– – 0.16% 76
2026
Q1 		$276K Sell
4,090
-940
-19% -$65.2K 0.15% 78
2025
Q4 		$332K Buy
+5,030
New +$329K 0.18% 73

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Winthrop Partners - WNY's IJH Position: Q2 2026 in Review

Winthrop Partners - WNY held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,090 shares worth $315K. The position accounts for 0.16% of the portfolio, ranked #76.

Winthrop Partners - WNY first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. The position peaked at $332K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Winthrop Partners - WNY held 4,090 shares of iShares Core S&P Mid-Cap ETF worth $315K as of Q2 2026.
  • Winthrop Partners - WNY left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.16% of Winthrop Partners - WNY's portfolio in Q2 2026, its #76 holding.
  • Winthrop Partners - WNY first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Winthrop Partners - WNY's iShares Core S&P Mid-Cap ETF position peaked at $332K in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.