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

Aries 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	$545K	Hold	7,071	–	–	0.11%	145
2026 Q1	$478K	Hold	7,071	–	–	0.11%	152
2025 Q4	$467K	Hold	7,071	–	–	0.1%	153
2025 Q3	$461K	Hold	7,071	–	–	0.11%	147
2025 Q2	$439K	Hold	7,071	–	–	0.11%	151
2025 Q1	$413K	Hold	7,071	–	–	0.11%	155
2024 Q4	$441K	Hold	7,071	–	–	0.12%	145
2024 Q3	$441K	Buy	7,071 +3,486	+97%	+$210K	0.12%	147
2024 Q2	$210K	Hold	3,585	–	–	0.07%	194
2024 Q1	$218K	Buy	+3,585	New	+$203K	0.07%	195
2022 Q2	–	Sell	-146,805	Closed	-$7.88M	–	198
2022 Q1	$7.88M	Buy	146,805 +143,220	+3,995%	+$7.63M	3.41%	10
2021 Q4	$203K	Buy	+3,585	New	+$200K	0.08%	181

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

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

Aries Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 7,071 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #145.

Aries Wealth Management first reported a position in IJH in Q4 2021 and has held it in 12 quarters since. The position peaked at $7.88M in Q1 2022. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Aries Wealth Management held 7,071 shares of iShares Core S&P Mid-Cap ETF worth $545K as of Q2 2026.
Aries 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 0.11% of Aries Wealth Management's portfolio in Q2 2026, its #145 holding.
Aries Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Aries Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.88M in Q1 2022.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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