AWA
IJH icon

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

Alta Wealth Advisors’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 		$871K Buy
11,297
+171
+2% +$12.5K 0.24% 80
2026
Q1 		$751K Sell
11,126
-49
-0.4% -$3.4K 0.24% 79
2025
Q4 		$738K Buy
11,175
+1,335
+14% +$87.5K 0.25% 73
2025
Q3 		$642K Sell
9,840
-139
-1% -$8.93K 0.23% 75
2025
Q2 		$619K Buy
9,979
+148
+2% +$8.69K 0.29% 55
2025
Q1 		$574K Sell
9,831
-14
-0.1% -$869 0.26% 69
2024
Q4 		$613K Buy
9,845
+1,563
+19% +$100K 0.27% 74
2024
Q3 		$516K Buy
8,282
+65
+0.8% +$3.92K 0.24% 83
2024
Q2 		$481K Buy
8,217
+786
+11% +$46.2K 0.24% 78
2024
Q1 		$451K Buy
7,431
+481
+7% +$27.2K 0.23% 84
2023
Q4 		$385K Sell
6,950
-1,230
-15% -$62.4K 0.21% 91
2023
Q3 		$408K Buy
8,180
+875
+12% +$45.9K 0.25% 97
2023
Q2 		$382K Sell
7,305
-50
-0.7% -$2.48K 0.22% 106
2023
Q1 		$368K Hold
7,355
– – 0.23% 106
2022
Q4 		$356K Sell
7,355
-2,215
-23% -$107K 0.24% 112
2022
Q3 		$420K Sell
9,570
-600
-6% -$29K 0.3% 100
2022
Q2 		$460K Buy
10,170
+505
+5% +$24.9K 0.32% 96
2022
Q1 		$519K Buy
9,665
+300
+3% +$16K 0.31% 104
2021
Q4 		$530K Buy
9,365
+2,490
+36% +$139K 0.33% 98
2021
Q3 		$362K Buy
6,875
+150
+2% +$8.07K 0.26% 112
2021
Q2 		$361K Buy
6,725
+30
+0.4% +$1.62K 0.26% 112
2021
Q1 		$348K Buy
6,695
+5
+0.1% +$250 0.29% 110
2020
Q4 		$308K Buy
+6,690
New +$282K 0.26% 113

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

Alta Wealth Advisors's IJH Position: Q2 2026 in Review

Alta Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, buying an estimated $12.5K and bringing the position to 11,297 shares worth $871K. The position accounts for 0.24% of the portfolio, ranked #80.

Alta Wealth Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Alta Wealth Advisors held 11,297 shares of iShares Core S&P Mid-Cap ETF worth $871K as of Q2 2026.
  • Alta Wealth Advisors bought 171 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of Alta Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Alta Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.