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

Abound 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	$826K	Sell	10,706 -7	-0.1%	-$514	0.16%	43
2026 Q1	$723K	Buy	10,713 +4,178	+64%	+$290K	0.16%	42
2025 Q4	$431K	Buy	6,535 +27	+0.4%	+$1.77K	0.1%	54
2025 Q3	$425K	Buy	6,508 +182	+3%	+$11.7K	0.11%	49
2025 Q2	$392K	Sell	6,326 -28	-0.4%	-$1.64K	0.11%	49
2025 Q1	$371K	Buy	6,354 +1,322	+26%	+$82.1K	0.12%	48
2024 Q4	$314K	Buy	5,032 +206	+4%	+$13.2K	0.1%	48
2024 Q3	$301K	Buy	4,826 +108	+2%	+$6.51K	0.1%	46
2024 Q2	$276K	Buy	4,718 +98	+2%	+$5.76K	0.1%	47
2024 Q1	$281K	Sell	4,620 -1,635	-26%	-$92.6K	0.11%	49
2023 Q4	$347K	Sell	6,255 -285	-4%	-$14.5K	0.14%	42
2023 Q3	$326K	Hold	6,540	–	–	0.14%	43
2023 Q2	$342K	Sell	6,540 -735	-10%	-$36.5K	0.14%	41
2023 Q1	$364K	Buy	7,275 +1,205	+20%	+$61.4K	0.16%	37
2022 Q4	$294K	Sell	6,070 -2,715	-31%	-$131K	0.14%	36
2022 Q3	$385K	Buy	8,785 +1,850	+27%	+$89.4K	0.21%	34
2022 Q2	$314K	Buy	6,935 +45	+0.7%	+$2.22K	0.17%	36
2022 Q1	$370K	Sell	6,890 -45	-0.6%	-$2.4K	0.27%	30
2021 Q4	$393K	Buy	+6,935	New	+$386K	0.31%	25

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Abound Wealth Management's IJH Position: Q2 2026 in Review

Abound Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.07% in Q2 2026, selling an estimated $514 and leaving 10,706 shares worth $826K. The position accounts for 0.16% of the portfolio, ranked #43.

Abound Wealth Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Abound Wealth Management held 10,706 shares of iShares Core S&P Mid-Cap ETF worth $826K as of Q2 2026.
Abound Wealth Management sold 7 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $514.
iShares Core S&P Mid-Cap ETF made up 0.16% of Abound Wealth Management's portfolio in Q2 2026, its #43 holding.
Abound Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.