21 West Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

21 West Wealth Management’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	$1.84M	Sell	23,916 -20	-0.1%	-$1.47K	1.58%	25
2026 Q1	$1.62M	Hold	23,936	–	–	1.5%	25
2025 Q4	$1.58M	Hold	23,936	–	–	1.44%	26
2025 Q3	$1.56M	Sell	23,936 -256	-1%	-$16.5K	1.48%	25
2025 Q2	$1.5M	Buy	+24,192	New	+$1.42M	1.51%	27

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

21 West Wealth Management's IJH Position: Q2 2026 in Review

21 West Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.08% in Q2 2026, selling an estimated $1.47K and leaving 23,916 shares worth $1.84M. The position accounts for 1.58% of the portfolio, ranked #25.

21 West Wealth Management first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 596 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

21 West Wealth Management held 23,916 shares of iShares Core S&P Mid-Cap ETF worth $1.84M as of Q2 2026.
21 West Wealth Management sold 20 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
iShares Core S&P Mid-Cap ETF made up 1.58% of 21 West Wealth Management's portfolio in Q2 2026, its #25 holding.
21 West Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
596 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.