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

WP 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 Q1	$1.88M	Buy	27,786 +207	+0.8%	+$14.4K	0.49%	33
2025 Q4	$1.82M	Buy	27,579 +136	+0.5%	+$8.91K	0.45%	34
2025 Q3	$1.79M	Buy	27,443 +88	+0.3%	+$5.66K	0.46%	33
2025 Q2	$1.7M	Buy	27,355 +85	+0.3%	+$4.99K	0.47%	33
2025 Q1	$1.59M	Buy	27,270 +76	+0.3%	+$4.72K	0.53%	35
2024 Q4	$1.69M	Buy	27,194 +116	+0.4%	+$7.44K	0.56%	33
2024 Q3	$1.69M	Buy	27,078 +103	+0.4%	+$6.21K	0.62%	35
2024 Q2	$1.58M	Buy	26,975 +76	+0.3%	+$4.46K	0.5%	40
2024 Q1	$1.63M	Buy	26,899 +69	+0.3%	+$3.91K	0.54%	39
2023 Q4	$1.49M	Buy	26,830 +240	+0.9%	+$12.2K	0.55%	40
2023 Q3	$1.33M	Hold	26,590	–	–	0.55%	41
2023 Q2	$1.39M	Buy	26,590 +80	+0.3%	+$3.98K	0.56%	39
2023 Q1	$1.33M	Buy	26,510 +100	+0.4%	+$5.09K	0.55%	40
2022 Q4	$1.28M	Buy	26,410 +260	+1%	+$12.6K	0.57%	40
2022 Q3	$1.15M	Hold	26,150	–	–	0.52%	42
2022 Q2	$1.18M	Buy	26,150 +95	+0.4%	+$4.69K	0.51%	42
2022 Q1	$1.4M	Buy	26,055 +80	+0.3%	+$4.26K	0.58%	40
2021 Q4	$1.47M	Buy	25,975 +190	+0.7%	+$10.6K	0.61%	33
2021 Q3	$1.36M	Hold	25,785	–	–	0.56%	38
2021 Q2	$1.39M	Buy	25,785 +135	+0.5%	+$7.29K	0.58%	34
2021 Q1	$1.33M	Hold	25,650	–	–	0.58%	35
2020 Q4	$1.18M	Buy	25,650 +75	+0.3%	+$3.16K	0.57%	37
2020 Q3	$948K	Buy	25,575 +115	+0.5%	+$4.3K	0.57%	37
2020 Q2	$905K	Buy	25,460 +240	+1%	+$7.97K	0.64%	27
2020 Q1	$726K	Buy	+25,220	New	+$938K	0.71%	20

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

WP Advisors's IJH Position: Q1 2026 in Review

WP Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.75% in Q1 2026, buying an estimated $14.4K and bringing the position to 27,786 shares worth $1.88M. The position accounts for 0.49% of the portfolio, ranked #33.

WP Advisors first reported a position in IJH in Q1 2020 and has held it in 25 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

WP Advisors held 27,786 shares of iShares Core S&P Mid-Cap ETF worth $1.88M as of Q1 2026.
WP Advisors bought 207 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $14.4K.
iShares Core S&P Mid-Cap ETF made up 0.49% of WP Advisors's portfolio in Q1 2026, its #33 holding.
WP Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.