4J Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

4J 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	$289K	Sell	3,752 -588	-14%	-$43.1K	0.14%	83
2026 Q1	$293K	Buy	4,340 +101	+2%	+$7.01K	0.17%	82
2025 Q4	$280K	Sell	4,239 -226	-5%	-$14.8K	0.16%	81
2025 Q3	$291K	Sell	4,465 -128	-3%	-$8.23K	0.17%	76
2025 Q2	$285K	Sell	4,593 -384	-8%	-$22.5K	0.19%	75
2025 Q1	$290K	Sell	4,977 -66	-1%	-$4.1K	0.23%	71
2024 Q4	$314K	Buy	5,043 +3	+0.1%	+$192	0.25%	64
2024 Q3	$314K	Sell	5,040 -1,072	-18%	-$64.6K	0.24%	67
2024 Q2	$358K	Sell	6,112 -804	-12%	-$47.2K	0.3%	55
2024 Q1	$420K	Sell	6,916 -889	-11%	-$50.3K	0.36%	53
2023 Q4	$433K	Buy	7,805 +105	+1%	+$5.33K	0.4%	53
2023 Q3	$384K	Sell	7,700 -1,570	-17%	-$82.3K	0.38%	56
2023 Q2	$485K	Buy	9,270 +360	+4%	+$17.9K	0.47%	49
2023 Q1	$446K	Buy	8,910 +735	+9%	+$37.4K	0.48%	49
2022 Q4	$395K	Buy	8,175 +355	+5%	+$17.2K	0.46%	50
2022 Q3	$343K	Buy	7,820 +1,710	+28%	+$82.7K	0.44%	53
2022 Q2	$276K	Hold	6,110	–	–	0.35%	54
2022 Q1	$328K	Sell	6,110 -395	-6%	-$21K	0.29%	52
2021 Q4	$368K	Sell	6,505 -15	-0.2%	-$835	0.31%	53
2021 Q3	$343K	Sell	6,520 -250	-4%	-$13.4K	0.3%	56
2021 Q2	$364K	Sell	6,770 -150	-2%	-$8.1K	0.32%	52
2021 Q1	$360K	Sell	6,920 -200	-3%	-$9.99K	0.33%	52
2020 Q4	$327K	Buy	+7,120	New	+$300K	0.31%	57

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

4J Wealth Management's IJH Position: Q2 2026 in Review

4J Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2026, selling an estimated $43.1K and leaving 3,752 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #83.

4J Wealth Management first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $485K in Q2 2023. 845 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

4J Wealth Management held 3,752 shares of iShares Core S&P Mid-Cap ETF worth $289K as of Q2 2026.
4J Wealth Management sold 588 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $43.1K.
iShares Core S&P Mid-Cap ETF made up 0.14% of 4J Wealth Management's portfolio in Q2 2026, its #83 holding.
4J Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
4J Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $485K in Q2 2023.
845 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.