WAG
IJH icon

Wiser Advisor Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wiser Advisor Group’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 		$17.7K Sell
262
-95
-27% -$6.59K 0.02% 139
2025
Q4 		$23.6K Buy
357
+1
+0.3% +$66 0.03% 126
2025
Q3 		$23.3K Buy
+356
New +$22.9K 0.03% 130
2025
Q2 		– Sell
-487
Closed -$28.4K – 140
2025
Q1 		$28.4K Buy
487
+10
+2% +$621 0.04% 125
2024
Q4 		$29.7K Buy
477
+1
+0.2% +$64 0.04% 122
2024
Q3 		$29.7K Hold
476
– – 0.04% 128
2024
Q2 		$27.8K Sell
476
-229
-32% -$13.5K 0.04% 124
2024
Q1 		$43K Hold
705
– – 0.07% 103
2023
Q4 		$39.2K Buy
+705
New +$35.8K 0.07% 107

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