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

Amplius 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	$1.93M	Buy	25,092 +2	+0%	+$147	0.14%	58
2026 Q1	$1.69M	Sell	25,090 -1,274	-5%	-$88.4K	0.14%	58
2025 Q4	$1.74M	Sell	26,364 -2,679	-9%	-$175K	0.15%	57
2025 Q3	$1.9M	Sell	29,043 -13,876	-32%	-$892K	0.16%	53
2025 Q2	$2.66M	Buy	42,919 +2,428	+6%	+$143K	0.25%	51
2025 Q1	$2.36M	Buy	40,491 +3,986	+11%	+$248K	0.25%	49
2024 Q4	$2.27M	Buy	36,505 +3,143	+9%	+$202K	0.23%	48
2024 Q3	$2.08M	Buy	33,362 +167	+0.5%	+$10.1K	0.23%	52
2024 Q2	$1.94M	Sell	33,195 -781	-2%	-$45.9K	0.22%	55
2024 Q1	$2.06M	Sell	33,976 -29	-0.1%	-$1.64K	0.23%	52
2023 Q4	$1.88M	Buy	34,005 +860	+3%	+$43.6K	0.23%	55
2023 Q3	$1.65M	Sell	33,145 -350	-1%	-$18.3K	0.22%	54
2023 Q2	$1.75M	Sell	33,495 -440	-1%	-$21.9K	0.24%	54
2023 Q1	$1.7M	Buy	33,935 +4,470	+15%	+$228K	0.24%	50
2022 Q4	$1.43M	Sell	29,465 -348,685	-92%	-$16.8M	0.23%	53
2022 Q3	$16.6M	Buy	378,150 +360,670	+2,063%	+$17.4M	2.96%	13
2022 Q2	$790K	Sell	17,480 -4,750	-21%	-$234K	0.13%	68
2022 Q1	$1.19M	Hold	22,230	–	–	0.18%	59
2021 Q4	$1.26M	Buy	+22,230	New	+$1.24M	0.17%	59

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

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

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

Amplius Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.01% in Q2 2026, buying an estimated $147 and bringing the position to 25,092 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #58.

Amplius Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.6M in Q3 2022. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Amplius Wealth Advisors held 25,092 shares of iShares Core S&P Mid-Cap ETF worth $1.93M as of Q2 2026.
Amplius Wealth Advisors bought 2 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $147.
iShares Core S&P Mid-Cap ETF made up 0.14% of Amplius Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Amplius Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $16.6M in Q3 2022.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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