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

Altus Wealth Group’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 		$224K Buy
+2,910
New +$214K 0.08% 140
2021
Q2 		– Sell
-2,975
Closed -$162K – 138
2021
Q1 		$162K Buy
2,975
+445
+18% +$22.2K 0.16% 107
2020
Q4 		$116K Buy
+2,530
New +$107K 0.11% 125

Other funds holding IJH

VFA
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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Altus Wealth Group's IJH Position: Q2 2026 in Review

Altus Wealth Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,910 shares worth $224K. The stake represents 0.08% of the portfolio and ranks #140 among its holdings. This is a return to the name: Altus Wealth Group previously reported a position in IJH as recently as Q1 2021.

Altus Wealth Group first reported a position in IJH in Q4 2020 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Altus Wealth Group held 2,910 shares of iShares Core S&P Mid-Cap ETF worth $224K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Altus Wealth Group position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Altus Wealth Group's portfolio in Q2 2026, its #140 holding.
  • Altus Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 3 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.