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

180 Wealth 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 		$544K Sell
7,049
-645
-8% -$47.3K 0.05% 274
2026
Q1 		$520K Sell
7,694
-2,537
-25% -$176K 0.06% 276
2025
Q4 		$675K Buy
10,231
+1,000
+11% +$65.5K 0.08% 236
2025
Q3 		$602K Buy
9,231
+460
+5% +$29.6K 0.07% 237
2025
Q2 		$544K Sell
8,771
-367
-4% -$21.5K 0.08% 229
2025
Q1 		$533K Sell
9,138
-54
-0.6% -$3.35K 0.08% 221
2024
Q4 		$573K Buy
9,192
+1,061
+13% +$68K 0.09% 203
2024
Q3 		$507K Buy
8,131
+41
+0.5% +$2.47K 0.08% 226
2024
Q2 		$484K Sell
8,090
-134
-2% -$7.87K 0.08% 220
2024
Q1 		$500K Sell
8,224
-101
-1% -$5.72K 0.09% 207
2023
Q4 		$460K Sell
8,325
-275
-3% -$13.9K 0.09% 210
2023
Q3 		$429K Buy
8,600
+355
+4% +$18.6K 0.1% 207
2023
Q2 		$432K Sell
8,245
-45
-0.5% -$2.24K 0.09% 208
2023
Q1 		$415K Sell
8,290
-5
-0.1% -$255 0.1% 207
2022
Q4 		$431K Sell
8,295
-70
-0.8% -$3.38K 0.1% 205
2022
Q3 		$367K Sell
8,365
-155
-2% -$7.49K 0.1% 196
2022
Q2 		$390K Buy
8,520
+20
+0.2% +$987 0.1% 193
2022
Q1 		$455K Buy
8,500
+75
+0.9% +$3.99K 0.1% 190
2021
Q4 		$435K Buy
8,425
+70
+0.8% +$3.9K 0.1% 199
2021
Q3 		$458K Sell
8,355
-1,150
-12% -$61.9K 0.1% 199
2021
Q2 		$516K Sell
9,505
-525
-5% -$28.3K 0.12% 168
2021
Q1 		$539K Buy
10,030
+95
+1% +$4.74K 0.13% 148
2020
Q4 		$484K Buy
9,935
+705
+8% +$29.7K 0.14% 150
2020
Q3 		$365K Buy
9,230
+360
+4% +$13.5K 0.14% 156
2020
Q2 		$325K Sell
8,870
-24,260
-73% -$806K 0.13% 163
2020
Q1 		$907K Sell
33,130
-2,545
-7% -$94.6K 0.47% 63
2019
Q4 		$1.48M Sell
35,675
-3,525
-9% -$140K 0.59% 38
2019
Q3 		$1.5M Sell
39,200
-5,120
-12% -$197K 0.66% 32
2019
Q2 		$1.71M Buy
44,320
+780
+2% +$29.9K 0.77% 29
2019
Q1 		$1.69M Sell
43,540
-2,675
-6% -$98.8K 0.77% 29
2018
Q4 		$1.86M Sell
46,215
-1,090
-2% -$39.8K 0.87% 26
2018
Q3 		$1.9M Sell
47,305
-1,335
-3% -$53.7K 0.88% 26
2018
Q2 		$1.9M Buy
48,640
+25,895
+114% +$1M 0.94% 24
2018
Q1 		$854K Buy
22,745
+10,725
+89% +$410K 0.44% 76
2017
Q4 		$456K Buy
+12,020
New +$444K 0.23% 120

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

180 Wealth Advisors's IJH Position: Q2 2026 in Review

180 Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.4% in Q2 2026, selling an estimated $47.3K and leaving 7,049 shares worth $544K. The position accounts for 0.05% of the portfolio, ranked #274.

180 Wealth Advisors first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.9M in Q3 2018. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • 180 Wealth Advisors held 7,049 shares of iShares Core S&P Mid-Cap ETF worth $544K as of Q2 2026.
  • 180 Wealth Advisors sold 645 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $47.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of 180 Wealth Advisors's portfolio in Q2 2026, its #274 holding.
  • 180 Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • 180 Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.9M in Q3 2018.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.