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

WNY Asset Management’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	$556K	Sell	7,215 -99	-1%	-$7.26K	0.05%	159
2026 Q1	$494K	Buy	+7,314	New	+$507K	0.05%	154
2025 Q3	$481K	Buy	7,373 +3	+0%	+$193	0.05%	147
2025 Q2	$457K	Sell	7,370 -51	-0.7%	-$2.99K	0.05%	147
2025 Q1	$433K	Buy	7,421 +123	+2%	+$7.64K	0.05%	154
2024 Q4	$455K	Sell	7,298 -1,220	-14%	-$78.2K	0.06%	138
2024 Q3	$531K	Hold	8,518	–	–	0.06%	145
2024 Q2	$498K	Hold	8,518	–	–	0.07%	145
2024 Q1	$517K	Sell	8,518 -2	-0%	-$113	0.08%	142
2023 Q4	$472K	Hold	8,520	–	–	0.08%	146
2023 Q3	$425K	Sell	8,520 -85	-1%	-$4.45K	0.08%	147
2023 Q2	$450K	Buy	8,605 +85	+1%	+$4.22K	0.1%	131
2023 Q1	$426K	Hold	8,520	–	–	0.1%	132
2022 Q4	$412K	Buy	+8,520	New	+$412K	0.11%	126
2022 Q2	–	Sell	-4,395	Closed	-$236K	–	171
2022 Q1	$236K	Hold	4,395	–	–	0.07%	146
2021 Q4	$247K	Buy	4,395 +10	+0.2%	+$557	0.07%	140
2021 Q3	$232K	Sell	4,385 -40	-0.9%	-$2.15K	0.08%	138
2021 Q2	$239K	Sell	4,425 -495	-10%	-$26.7K	0.09%	132
2021 Q1	$255K	Buy	+4,920	New	+$246K	0.1%	110

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 22.96% 1-Year Est. Return

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

WNY Asset Management's IJH Position: Q2 2026 in Review

WNY Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, selling an estimated $7.26K and leaving 7,215 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #159.

WNY Asset Management first reported a position in IJH in Q1 2021 and has held it in 19 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

WNY Asset Management held 7,215 shares of iShares Core S&P Mid-Cap ETF worth $556K as of Q2 2026.
WNY Asset Management sold 99 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.26K.
iShares Core S&P Mid-Cap ETF made up 0.05% of WNY Asset Management's portfolio in Q2 2026, its #159 holding.
WNY Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 19 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.