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

Adamsbrown Wealth Consultants’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	$269K	Buy	+3,492	New	+$256K	0.05%	135

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Adamsbrown Wealth Consultants's IJH Position: Q2 2026 in Review

Adamsbrown Wealth Consultants opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 3,492 shares worth $269K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings.

557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Adamsbrown Wealth Consultants held 3,492 shares of iShares Core S&P Mid-Cap ETF worth $269K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Adamsbrown Wealth Consultants position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #135 holding.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.