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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$122K Buy
1,585
+1,095
+223% +$80.3K 0.02% 166
2026
Q1
$33.1K Buy
+490
New +$34K 0.01% 412
2022
Q1
Sell
-110
Closed -$6K 353
2021
Q4
$6K Buy
+110
New +$6.12K ﹤0.01% 246

Other funds holding IJH

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

Activest Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 223% in Q2 2026, buying an estimated $80.3K and bringing the position to 1,585 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #166.

Activest Wealth Management first reported a position in IJH in Q4 2021 and has held it in 3 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Activest Wealth Management held 1,585 shares of iShares Core S&P Mid-Cap ETF worth $122K as of Q2 2026.
  • Activest Wealth Management bought 1,095 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $80.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Activest Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 3 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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