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

Angeles 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	$1.96M	Buy	25,437 +6,762	+36%	+$496K	0.09%	96
2026 Q1	$1.26M	Sell	18,675 -4,412	-19%	-$306K	0.07%	110
2025 Q4	$1.52M	Buy	23,087 +705	+3%	+$46.2K	0.08%	91
2025 Q3	$1.46M	Sell	22,382 -676	-3%	-$43.4K	0.09%	86
2025 Q2	$1.43M	Buy	23,058 +20,653	+859%	+$1.21M	0.1%	73
2025 Q1	$140K	Hold	2,405	–	–	0.01%	296
2024 Q4	$150K	Hold	2,405	–	–	0.01%	306
2024 Q3	$150K	Hold	2,405	–	–	0.01%	271
2024 Q2	$141K	Hold	2,405	–	–	0.01%	237
2024 Q1	$146K	Hold	2,405	–	–	0.01%	231
2023 Q4	$133K	Buy	2,405 +400	+20%	+$20.3K	0.02%	206
2023 Q3	$100K	Hold	2,005	–	–	0.01%	186
2023 Q2	$105K	Hold	2,005	–	–	0.01%	192
2023 Q1	$100K	Sell	2,005 -2,135	-52%	-$109K	0.01%	182
2022 Q4	$200K	Buy	4,140 +2,135	+106%	+$103K	0.04%	168
2022 Q3	$88K	Hold	2,005	–	–	0.02%	184
2022 Q2	$91K	Hold	2,005	–	–	0.02%	177
2022 Q1	$108K	Buy	+2,005	New	+$107K	0.02%	175

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Angeles Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 36% in Q2 2026, buying an estimated $496K and bringing the position to 25,437 shares worth $1.96M. The position accounts for 0.09% of the portfolio, ranked #96.

Angeles Wealth Management first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Angeles Wealth Management held 25,437 shares of iShares Core S&P Mid-Cap ETF worth $1.96M as of Q2 2026.
Angeles Wealth Management bought 6,762 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $496K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Angeles Wealth Management's portfolio in Q2 2026, its #96 holding.
Angeles Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.