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

Andrews Lucia 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	$249K	Hold	3,227	–	–	0.13%	36
2026 Q1	$218K	Hold	3,227	–	–	0.13%	34
2025 Q4	$213K	Hold	3,227	–	–	0.13%	32
2025 Q3	$211K	Hold	3,227	–	–	0.13%	32
2025 Q2	$200K	Hold	3,227	–	–	0.13%	28
2025 Q1	$201K	Hold	3,227	–	–	0.14%	27
2024 Q4	$201K	Buy	+3,227	New	+$207K	0.13%	26

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Andrews Lucia Wealth Management's IJH Position: Q2 2026 in Review

Andrews Lucia Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,227 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #36.

Andrews Lucia Wealth Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Andrews Lucia Wealth Management held 3,227 shares of iShares Core S&P Mid-Cap ETF worth $249K as of Q2 2026.
Andrews Lucia Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.13% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #36 holding.
Andrews Lucia Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.