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

Apex 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	$2.3M	Buy	29,810 +751	+3%	+$55.1K	1.4%	24
2026 Q1	$1.96M	Buy	+29,059	New	+$2.02M	1.35%	26
2025 Q4	–	Sell	-29,682	Closed	-$1.94M	–	54
2025 Q3	$1.94M	Buy	29,682 +95	+0.3%	+$6.11K	1.38%	23
2025 Q2	$1.84M	Sell	29,587 -572	-2%	-$33.6K	1.47%	21
2025 Q1	$1.76M	Buy	30,159 +1,737	+6%	+$108K	1.58%	22
2024 Q4	$1.77M	Buy	+28,422	New	+$1.82M	1.53%	25

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

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

Apex Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, buying an estimated $55.1K and bringing the position to 29,810 shares worth $2.3M. The position accounts for 1.4% of the portfolio, ranked #24.

Apex Wealth Management first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Apex Wealth Management held 29,810 shares of iShares Core S&P Mid-Cap ETF worth $2.3M as of Q2 2026.
Apex Wealth Management bought 751 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $55.1K.
iShares Core S&P Mid-Cap ETF made up 1.4% of Apex Wealth Management's portfolio in Q2 2026, its #24 holding.
Apex Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.