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

Aprio 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	$6.96M	Buy	90,263 +11,232	+14%	+$824K	0.34%	65
2026 Q1	$5.34M	Sell	79,031 -4,864	-6%	-$337K	0.29%	74
2025 Q4	$5.72M	Buy	83,895 +10,229	+14%	+$670K	0.33%	64
2025 Q3	$4.81M	Buy	73,666 +3,012	+4%	+$194K	0.48%	43
2025 Q2	$4.38M	Sell	70,654 -255	-0.4%	-$15K	0.49%	38
2025 Q1	$4.14M	Sell	70,909 -1,410	-2%	-$87.6K	0.52%	36
2024 Q4	$4.51M	Buy	72,319 +748	+1%	+$48K	0.66%	28
2024 Q3	$4.46M	Sell	71,571 -426	-0.6%	-$25.7K	0.71%	27
2024 Q2	$4.21M	Sell	71,997 -3,105	-4%	-$182K	0.77%	25
2024 Q1	$4.56M	Buy	75,102 +65,252	+662%	+$3.69M	0.89%	23
2023 Q4	$546K	Buy	9,850 +5	+0.1%	+$254	0.12%	92
2023 Q3	$491K	Hold	9,845	–	–	0.13%	85
2023 Q2	$515K	Sell	9,845 -1,400	-12%	-$69.6K	0.14%	74
2023 Q1	$563K	Buy	11,245 +1,185	+12%	+$60.4K	0.17%	60
2022 Q4	$487K	Buy	10,060 +85	+0.9%	+$4.11K	0.17%	65
2022 Q3	$437K	Buy	+9,975	New	+$482K	0.18%	63
2021 Q3	–	Sell	-4,100	Closed	-$220K	–	72
2021 Q2	$220K	Buy	+4,100	New	+$221K	0.1%	61

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

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

Aprio Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2026, buying an estimated $824K and bringing the position to 90,263 shares worth $6.96M. The position accounts for 0.34% of the portfolio, ranked #65.

Aprio Wealth Management first reported a position in IJH in Q2 2021 and has held it in 17 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Aprio Wealth Management held 90,263 shares of iShares Core S&P Mid-Cap ETF worth $6.96M as of Q2 2026.
Aprio Wealth Management bought 11,232 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $824K.
iShares Core S&P Mid-Cap ETF made up 0.34% of Aprio Wealth Management's portfolio in Q2 2026, its #65 holding.
Aprio Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 17 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.