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

Aaron 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 		$1.02M Hold
13,179
– – 0.05% 239
2026
Q1 		$890K Sell
13,179
-12,497
-49% -$867K 0.05% 247
2025
Q4 		$1.69M Buy
25,676
+61
+0.2% +$4K 0.09% 152
2025
Q3 		$1.67M Buy
25,615
+3
+0% +$193 0.1% 140
2025
Q2 		$1.59M Sell
25,612
-1,492
-6% -$87.6K 0.16% 82
2025
Q1 		$1.58M Sell
27,104
-3,331
-11% -$207K 0.18% 77
2024
Q4 		$1.9M Buy
30,435
+3,799
+14% +$244K 0.22% 64
2024
Q3 		$1.66M Buy
26,636
+47
+0.2% +$2.83K 0.2% 70
2024
Q2 		$1.56M Sell
26,589
-336
-1% -$19.7K 0.22% 64
2024
Q1 		$1.64M Sell
26,925
-4,990
-16% -$283K 0.23% 64
2023
Q4 		$1.77M Sell
31,915
-9,145
-22% -$464K 0.29% 48
2023
Q3 		$2.05M Buy
41,060
+24,565
+149% +$1.29M 0.26% 58
2023
Q2 		$863K Buy
16,495
+35
+0.2% +$1.74K 0.11% 102
2023
Q1 		$824K Sell
16,460
-2,985
-15% -$152K 0.11% 105
2022
Q4 		$941K Buy
19,445
+5,625
+41% +$272K 0.14% 97
2022
Q3 		$606K Buy
+13,820
New +$668K 0.11% 99

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

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

Aaron Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 13,179 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #239.

Aaron Wealth Advisors first reported a position in IJH in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.05M in Q3 2023. 921 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Aaron Wealth Advisors held 13,179 shares of iShares Core S&P Mid-Cap ETF worth $1.02M as of Q2 2026.
  • Aaron Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #239 holding.
  • Aaron Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Aaron Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.05M in Q3 2023.
  • 921 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.