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

Acima Private Wealth’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 		$15.4M Sell
199,457
-40,732
-17% -$2.99M 4.47% 4
2026
Q1 		$16.2M Buy
240,189
+101
+0% +$7.01K 5.09% 3
2025
Q4 		$15.8M Sell
240,088
-42,146
-15% -$2.76M 4.92% 3
2025
Q3 		$18.4M Sell
282,234
-694
-0.2% -$44.6K 5.77% 3
2025
Q2 		$17.5M Buy
282,928
+23,503
+9% +$1.38M 5.98% 3
2025
Q1 		$15.1M Sell
259,425
-35,205
-12% -$2.19M 5.43% 3
2024
Q4 		$18.4M Buy
294,630
+685
+0.2% +$43.9K 6.18% 3
2024
Q3 		$18.3M Buy
293,945
+4,411
+2% +$266K 6.14% 3
2024
Q2 		$16.9M Buy
289,534
+21,836
+8% +$1.28M 6.23% 3
2024
Q1 		$16.3M Buy
267,698
+10,948
+4% +$620K 5.99% 3
2023
Q4 		$14.2M Buy
256,750
+67,040
+35% +$3.4M 5.56% 2
2023
Q3 		$9.46M Buy
189,710
+6,160
+3% +$323K 4.21% 2
2023
Q2 		$9.6M Buy
183,550
+470
+0.3% +$23.4K 4.59% 2
2023
Q1 		$9.16M Buy
183,080
+1,185
+0.7% +$60.4K 4.5% 1
2022
Q4 		$8.8M Buy
181,895
+4,115
+2% +$199K 4.51% 2
2022
Q3 		$7.8M Buy
177,780
+510
+0.3% +$24.7K 4.01% 4
2022
Q2 		$8.02M Buy
177,270
+5,610
+3% +$277K 4% 2
2022
Q1 		$9.21M Sell
171,660
-25,055
-13% -$1.33M 4.26% 2
2021
Q4 		$11.1M Buy
196,715
+9,230
+5% +$514K 4.79% 1
2021
Q3 		$9.86M Buy
187,485
+280
+0.1% +$15.1K 4.53% 2
2021
Q2 		$10.1M Buy
187,205
+4,020
+2% +$217K 4.62% 1
2021
Q1 		$9.54M Sell
183,185
-10,480
-5% -$523K 4.69% 1
2020
Q4 		$8.9M Buy
193,665
+13,795
+8% +$581K 4.61% 1
2020
Q3 		$6.67M Buy
179,870
+63,775
+55% +$2.38M 4.02% 2
2020
Q2 		$4.13M Buy
116,095
+7,655
+7% +$254K 2.67% 8
2020
Q1 		$3.12M Buy
108,440
+106,290
+4,944% +$3.95M 2.4% 9
2019
Q4 		$89K Sell
2,150
-600
-22% -$23.8K 0.06% 166
2019
Q3 		$106K Buy
+2,750
New +$106K 0.08% 160

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acima Private Wealth's IJH Position: Q2 2026 in Review

Acima Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2026, selling an estimated $2.99M and leaving 199,457 shares worth $15.4M. The position accounts for 4.47% of the portfolio, ranked #4.

Acima Private Wealth first reported a position in IJH in Q3 2019 and has held it in 28 quarters since. The position peaked at $18.4M in Q3 2025. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Acima Private Wealth held 199,457 shares of iShares Core S&P Mid-Cap ETF worth $15.4M as of Q2 2026.
  • Acima Private Wealth sold 40,732 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.99M.
  • iShares Core S&P Mid-Cap ETF made up 4.47% of Acima Private Wealth's portfolio in Q2 2026, its #4 holding.
  • Acima Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Acima Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $18.4M in Q3 2025.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.