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

World Investment 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 		$9.51M Sell
136,903
-5,268
-4% -$387K 0.16% 143
2026
Q1 		$9.6M Sell
142,171
-7,217
-5% -$501K 0.15% 151
2025
Q4 		$9.86M Buy
149,388
+34,456
+30% +$2.26M 0.16% 152
2025
Q3 		$7.5M Buy
114,932
+6,799
+6% +$437K 0.15% 155
2025
Q2 		$6.71M Sell
108,133
-1,062
-1% -$62.3K 0.15% 162
2025
Q1 		$6.37M Sell
109,195
-19,085
-15% -$1.19M 0.17% 149
2024
Q4 		$7.99M Buy
128,280
+40,258
+46% +$2.58M 0.22% 107
2024
Q3 		$5.49M Buy
88,022
+56,620
+180% +$3.41M 0.17% 145
2024
Q2 		$1.84M Buy
31,402
+24,641
+364% +$1.45M 0.11% 172
2024
Q1 		$411K Sell
6,761
-3,059
-31% -$173K 0.06% 253
2023
Q4 		$544K Sell
9,820
-780
-7% -$39.6K 0.07% 207
2023
Q3 		$531K Buy
+10,600
New +$555K 0.11% 137
2022
Q3 		– Sell
-4,540
Closed -$227K – 257
2022
Q2 		$227K Buy
4,540
+75
+2% +$3.7K 0.05% 236
2022
Q1 		$240K Sell
4,465
-450
-9% -$24K 0.05% 230
2021
Q4 		$263K Buy
+4,915
New +$274K 0.06% 219
2020
Q1 		– Sell
-15,595
Closed -$642K – 157
2019
Q4 		$642K Buy
15,595
+9,875
+173% +$391K 0.25% 62
2019
Q3 		$221K Buy
+5,720
New +$220K 0.09% 132
2019
Q2 		– Sell
-10,295
Closed -$390K – 151
2019
Q1 		$390K Buy
+10,295
New +$380K 0.18% 70

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

World Investment Advisors's IJH Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q2 2026, selling an estimated $387K and leaving 136,903 shares worth $9.51M. The position accounts for 0.16% of the portfolio, ranked #143.

World Investment Advisors first reported a position in IJH in Q1 2019 and has held it in 18 quarters since. The position peaked at $9.86M in Q4 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • World Investment Advisors held 136,903 shares of iShares Core S&P Mid-Cap ETF worth $9.51M as of Q2 2026.
  • World Investment Advisors sold 5,268 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $387K.
  • iShares Core S&P Mid-Cap ETF made up 0.16% of World Investment Advisors's portfolio in Q2 2026, its #143 holding.
  • World Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 18 quarters since.
  • World Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $9.86M in Q4 2025.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.