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

WPWealth’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	$283K	Buy	3,669 +14	+0.4%	+$1.03K	0.04%	88
2026 Q1	$247K	Hold	3,655	–	–	0.04%	92
2025 Q4	$241K	Sell	3,655 -5	-0.1%	-$328	0.04%	89
2025 Q3	$239K	Sell	3,660 -1,019	-22%	-$65.5K	0.04%	89
2025 Q2	$290K	Sell	4,679 -1,565	-25%	-$91.9K	0.05%	78
2025 Q1	$364K	Hold	6,244	–	–	0.07%	66
2024 Q4	$389K	Sell	6,244 -4,686	-43%	-$301K	0.08%	63
2024 Q3	$681K	Sell	10,930 -16	-0.1%	-$965	0.14%	42
2024 Q2	$641K	Sell	10,946 -190	-2%	-$11.2K	0.15%	36
2024 Q1	$676K	Sell	11,136 -4,754	-30%	-$269K	0.17%	34
2023 Q4	$881K	Sell	15,890 -1,070	-6%	-$54.3K	0.27%	26
2023 Q3	$846K	Buy	16,960 +495	+3%	+$25.9K	0.32%	27
2023 Q2	$861K	Buy	+16,465	New	+$818K	0.37%	28

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

WPWealth's IJH Position: Q2 2026 in Review

WPWealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.38% in Q2 2026, buying an estimated $1.03K and bringing the position to 3,669 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #88.

WPWealth first reported a position in IJH in Q2 2023 and has held it in 13 quarters since. The position peaked at $881K in Q4 2023. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

WPWealth held 3,669 shares of iShares Core S&P Mid-Cap ETF worth $283K as of Q2 2026.
WPWealth bought 14 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.03K.
iShares Core S&P Mid-Cap ETF made up 0.04% of WPWealth's portfolio in Q2 2026, its #88 holding.
WPWealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
WPWealth's iShares Core S&P Mid-Cap ETF position peaked at $881K in Q4 2023.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.