WorthPointe’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WorthPointe’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	$2.3M	Sell	34,124 -4,474	-12%	-$310K	0.62%	34
2025 Q4	$2.55M	Sell	38,598 -47	-0.1%	-$3.08K	0.67%	28
2025 Q3	$2.52M	Buy	38,645 +559	+1%	+$35.9K	0.95%	17
2025 Q2	$2.36M	Sell	38,086 -991	-3%	-$58.2K	0.99%	16
2025 Q1	$2.28M	Sell	39,077 -1,156	-3%	-$71.8K	1.02%	16
2024 Q4	$2.51M	Sell	40,233 -794	-2%	-$50.9K	1.02%	15
2024 Q3	$2.56M	Buy	41,027 +73	+0.2%	+$4.4K	1.08%	14
2024 Q2	$2.4M	Buy	40,954 +37,243	+1,004%	+$2.19M	1.09%	14
2024 Q1	$225K	Sell	3,711 -794	-18%	-$45K	0.11%	59
2023 Q4	$250K	Buy	+4,505	New	+$228K	0.13%	60
2023 Q2	–	Sell	-8,425	Closed	-$422K	–	59
2023 Q1	$422K	Buy	8,425 +3,935	+88%	+$200K	0.27%	36
2022 Q4	$217K	Buy	+4,490	New	+$217K	0.15%	47
2022 Q1	–	Sell	-11,640	Closed	-$626K	–	50
2021 Q4	$626K	Buy	+11,640	New	+$648K	0.56%	21

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WorthPointe's IJH Position: Q1 2026 in Review

WorthPointe reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q1 2026, selling an estimated $310K and leaving 34,124 shares worth $2.3M. The position accounts for 0.62% of the portfolio, ranked #34.

WorthPointe first reported a position in IJH in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.56M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

WorthPointe held 34,124 shares of iShares Core S&P Mid-Cap ETF worth $2.3M as of Q1 2026.
WorthPointe sold 4,474 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $310K.
iShares Core S&P Mid-Cap ETF made up 0.62% of WorthPointe's portfolio in Q1 2026, its #34 holding.
WorthPointe first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
WorthPointe's iShares Core S&P Mid-Cap ETF position peaked at $2.56M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.