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

4Wealth 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 		$444K Buy
5,807
+258
+5% +$18.9K 0.34% 86
2026
Q1 		$364K Buy
5,549
+840
+18% +$58.3K 0.31% 101
2025
Q4 		$311K Buy
4,709
+120
+3% +$7.86K 0.27% 118
2025
Q3 		$299K Buy
4,589
+1,125
+32% +$72.3K 0.27% 117
2025
Q2 		$215K Buy
+3,464
New +$203K 0.22% 122

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

4Wealth Advisors's IJH Position: Q2 2026 in Review

4Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q2 2026, buying an estimated $18.9K and bringing the position to 5,807 shares worth $444K. The position accounts for 0.34% of the portfolio, ranked #86.

4Wealth Advisors first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • 4Wealth Advisors held 5,807 shares of iShares Core S&P Mid-Cap ETF worth $444K as of Q2 2026.
  • 4Wealth Advisors bought 258 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $18.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.34% of 4Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • 4Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.