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

Altus Wealth Management’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	$35.8M	Buy	464,048 +11,104	+2%	+$815K	13.77%	4
2026 Q1	$30.6M	Buy	452,944 +94,578	+26%	+$6.56M	13.6%	5
2025 Q4	$23.7M	Buy	358,366 +4,885	+1%	+$320K	10.2%	5
2025 Q3	$23.1M	Buy	353,481 +6,271	+2%	+$403K	10.21%	5
2025 Q2	$21.5M	Sell	347,210 -2,108	-0.6%	-$124K	10.31%	5
2025 Q1	$20.4M	Sell	349,318 -912	-0.3%	-$56.6K	9.54%	5
2024 Q4	$21.8M	Buy	350,230 +9,355	+3%	+$600K	9.76%	5
2024 Q3	$21.2M	Sell	340,875 -2,391	-0.7%	-$144K	9.97%	5
2024 Q2	$20.1M	Buy	343,266 +433	+0.1%	+$25.4K	9.65%	5
2024 Q1	$20.8M	Buy	342,833 +4,958	+1%	+$281K	10.96%	5
2023 Q4	$18.7M	Buy	337,875 +7,390	+2%	+$375K	11.2%	5
2023 Q3	$16.5M	Buy	330,485 +13,895	+4%	+$728K	11.45%	4
2023 Q2	$16.6M	Sell	316,590 -1,620	-0.5%	-$80.5K	13.07%	4
2023 Q1	$15.9M	Buy	318,210 +13,660	+4%	+$696K	13.17%	4
2022 Q4	$14.7M	Sell	304,550 -7,165	-2%	-$346K	12.98%	4
2022 Q3	$13.7M	Sell	311,715 -8,920	-3%	-$431K	11.71%	4
2022 Q2	$14.5M	Buy	320,635 +2,480	+0.8%	+$122K	11.29%	4
2022 Q1	$17.1M	Buy	318,155 +8,020	+3%	+$427K	11.75%	4
2021 Q4	$17.6M	Buy	310,135 +6,435	+2%	+$358K	10.46%	5
2021 Q3	$16M	Buy	303,700 +19,140	+7%	+$1.03M	10.12%	5
2021 Q2	$15.3M	Buy	284,560 +14,280	+5%	+$771K	9.85%	5
2021 Q1	$14.1M	Buy	270,280 +2,870	+1%	+$143K	9.98%	5
2020 Q4	$12.3M	Buy	267,410 +88,150	+49%	+$3.71M	9.54%	5
2020 Q3	$6.64M	Buy	179,260 +5,940	+3%	+$222K	6.11%	6
2020 Q2	$6.16M	Buy	173,320 +7,225	+4%	+$240K	6.87%	6
2020 Q1	$4.78M	Sell	166,095 -1,840	-1%	-$68.4K	6.83%	6
2019 Q4	$6.91M	Buy	+167,935	New	+$6.66M	6.77%	7

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Altus Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2026, buying an estimated $815K and bringing the position to 464,048 shares worth $35.8M. The position accounts for 13.77% of the portfolio, ranked #4.

Altus Wealth Management first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Altus Wealth Management held 464,048 shares of iShares Core S&P Mid-Cap ETF worth $35.8M as of Q2 2026.
Altus Wealth Management bought 11,104 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $815K.
iShares Core S&P Mid-Cap ETF made up 13.77% of Altus Wealth Management's portfolio in Q2 2026, its #4 holding.
Altus Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.