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

Arkadios Wealth Advisors’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 		$25.4M Sell
328,820
-1,912
-0.6% -$140K 0.38% 46
2026
Q1 		$22.3M Buy
330,732
+50,421
+18% +$3.5M 0.36% 56
2025
Q4 		$18.5M Buy
280,311
+42,632
+18% +$2.79M 0.36% 49
2025
Q3 		$15.5M Buy
237,679
+19,117
+9% +$1.23M 0.37% 41
2025
Q2 		$13.6M Buy
218,562
+10,659
+5% +$626K 0.4% 41
2025
Q1 		$12.1M Buy
207,903
+118,803
+133% +$7.38M 0.46% 38
2024
Q4 		$5.55M Buy
89,100
+4,869
+6% +$312K 0.3% 65
2024
Q3 		$5.25M Buy
84,231
+3,965
+5% +$239K 0.3% 68
2024
Q2 		$4.7M Buy
80,266
+66,734
+493% +$3.92M 0.32% 60
2024
Q1 		$822K Buy
13,532
+1,067
+9% +$60.4K 0.06% 275
2023
Q4 		$691K Buy
12,465
+590
+5% +$29.9K 0.06% 294
2023
Q3 		$592K Buy
11,875
+1,565
+15% +$82K 0.06% 300
2023
Q2 		$539K Sell
10,310
-3,010
-23% -$150K 0.06% 283
2023
Q1 		$666K Buy
13,320
+455
+4% +$23.2K 0.08% 246
2022
Q4 		$622K Buy
12,865
+3,810
+42% +$184K 0.08% 250
2022
Q3 		$397K Buy
9,055
+3,100
+52% +$150K 0.06% 319
2022
Q2 		$269K Sell
5,955
-945
-14% -$46.6K 0.04% 423
2022
Q1 		$370K Sell
6,900
-460
-6% -$24.5K 0.05% 377
2021
Q4 		$417K Buy
7,360
+1,435
+24% +$79.9K 0.06% 367
2021
Q3 		$311K Sell
5,925
-43,970
-88% -$2.37M 0.04% 397
2021
Q2 		$2.68M Buy
49,895
+4,025
+9% +$217K 0.33% 79
2021
Q1 		$2.39M Buy
45,870
+42,030
+1,095% +$2.1M 0.39% 66
2020
Q4 		$176K Buy
3,840
+2,915
+315% +$123K 0.04% 345
2020
Q3 		$36.8K Hold
925
– – 0.02% 469
2020
Q2 		$32.9K Sell
925
-1,250
-57% -$41.5K 0.02% 446
2020
Q1 		$62.5K Buy
2,175
+780
+56% +$29K 0.04% 306
2019
Q4 		$58.6K Buy
+1,395
New +$55.3K 0.04% 295

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arkadios Wealth Advisors's IJH Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.58% in Q2 2026, selling an estimated $140K and leaving 328,820 shares worth $25.4M. The position accounts for 0.38% of the portfolio, ranked #46.

Arkadios Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Arkadios Wealth Advisors held 328,820 shares of iShares Core S&P Mid-Cap ETF worth $25.4M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,912 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $140K.
  • iShares Core S&P Mid-Cap ETF made up 0.38% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.