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

Accurate 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	$6.68M	Sell	88,321 -8,622	-9%	-$633K	0.64%	27
2026 Q1	$6.83M	Buy	96,943 +8,371	+9%	+$581K	0.82%	21
2025 Q4	$6.12M	Buy	88,572 +7,030	+9%	+$461K	0.78%	20
2025 Q3	$5.31M	Sell	81,542 -3,665	-4%	-$236K	0.71%	21
2025 Q2	$5.45M	Buy	85,207 +3,108	+4%	+$182K	0.83%	19
2025 Q1	$4.46M	Buy	82,099 +10,148	+14%	+$630K	0.85%	20
2024 Q4	$4.45M	Buy	71,951 +14,872	+26%	+$954K	0.85%	18
2024 Q3	$3.61M	Buy	57,079 +7,564	+15%	+$456K	0.73%	29
2024 Q2	$3.01M	Buy	49,515 +6,068	+14%	+$356K	0.72%	38
2024 Q1	$2.46M	Sell	43,447 -3,293	-7%	-$186K	0.72%	45
2023 Q4	$2.54M	Sell	46,740 -3,835	-8%	-$195K	0.79%	33
2023 Q3	$2.53M	Buy	50,575 +13,705	+37%	+$718K	0.79%	33
2023 Q2	$1.97M	Buy	36,870 +10,210	+38%	+$507K	0.61%	45
2023 Q1	$1.32M	Buy	26,660 +3,845	+17%	+$196K	0.45%	58
2022 Q4	$1.14M	Buy	22,815 +3,720	+19%	+$180K	0.42%	51
2022 Q3	$869K	Buy	19,095 +11,420	+149%	+$552K	0.36%	60
2022 Q2	$356K	Buy	7,675 +3,710	+94%	+$183K	0.19%	102
2022 Q1	$213K	Buy	+3,965	New	+$211K	0.1%	162

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

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

Accurate Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.9% in Q2 2026, selling an estimated $633K and leaving 88,321 shares worth $6.68M. The position accounts for 0.64% of the portfolio, ranked #27.

Accurate Wealth Management first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.83M in Q1 2026. 845 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Accurate Wealth Management held 88,321 shares of iShares Core S&P Mid-Cap ETF worth $6.68M as of Q2 2026.
Accurate Wealth Management sold 8,622 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $633K.
iShares Core S&P Mid-Cap ETF made up 0.64% of Accurate Wealth Management's portfolio in Q2 2026, its #27 holding.
Accurate Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Accurate Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $6.83M in Q1 2026.
845 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.