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

Accretive Wealth Partners’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	$23.3M	Buy	301,937 +32,637	+12%	+$2.39M	5.66%	2
2026 Q1	$18.2M	Buy	269,300 +7,566	+3%	+$525K	5.11%	2
2025 Q4	$17.3M	Buy	261,734 +3,015	+1%	+$197K	5.13%	2
2025 Q3	$16.9M	Buy	258,719 +6,055	+2%	+$389K	5.15%	2
2025 Q2	$15.7M	Buy	252,664 +7,082	+3%	+$416K	5.14%	2
2025 Q1	$14.3M	Buy	245,582 +32,576	+15%	+$2.02M	5.04%	1
2024 Q4	$13.3M	Buy	213,006 +636	+0.3%	+$40.8K	5.63%	2
2024 Q3	$13.2M	Sell	212,370 -1,840	-0.9%	-$111K	5.54%	1
2024 Q2	$12.5M	Sell	214,210 -260	-0.1%	-$15.3K	5.25%	3
2024 Q1	$12.6M	Buy	214,470 +4,415	+2%	+$250K	5.55%	1
2023 Q4	$11.6M	Buy	210,055 +5,020	+2%	+$255K	5.59%	1
2023 Q3	$10.2M	Buy	205,035 +9,900	+5%	+$519K	6.1%	1
2023 Q2	$10.2M	Buy	195,135 +17,090	+10%	+$849K	6.05%	1
2023 Q1	$8.91M	Buy	178,045 +2,715	+2%	+$138K	5.7%	1
2022 Q4	$8.48M	Buy	175,330 +13,680	+8%	+$661K	5.83%	1
2022 Q3	$7.09M	Buy	161,650 +66,345	+70%	+$3.21M	5.4%	1
2022 Q2	$4.31M	Buy	95,305 +2,285	+2%	+$113K	3.13%	6
2022 Q1	$4.99M	Buy	+93,020	New	+$4.95M	3.13%	6

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

Accretive Wealth Partners's IJH Position: Q2 2026 in Review

Accretive Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q2 2026, buying an estimated $2.39M and bringing the position to 301,937 shares worth $23.3M. The position accounts for 5.66% of the portfolio, ranked #2.

Accretive Wealth Partners first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. 2,736 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Accretive Wealth Partners held 301,937 shares of iShares Core S&P Mid-Cap ETF worth $23.3M as of Q2 2026.
Accretive Wealth Partners bought 32,637 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.39M.
iShares Core S&P Mid-Cap ETF made up 5.66% of Accretive Wealth Partners's portfolio in Q2 2026, its #2 holding.
Accretive Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.