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

ARQ 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	$1.52M	Sell	20,023 -1,510	-7%	-$111K	0.19%	105
2026 Q1	$1.45M	Buy	+21,533	New	+$1.49M	0.26%	83
2025 Q4	–	Sell	-22,160	Closed	-$1.45M	–	137
2025 Q3	$1.45M	Buy	22,160 +796	+4%	+$51.2K	0.43%	52
2025 Q2	$1.25M	Hold	21,364	–	–	0.43%	53
2025 Q1	$1.25M	Sell	21,364 -2,325	-10%	-$144K	0.46%	48
2024 Q4	$1.48M	Sell	23,689 -625	-3%	-$40.1K	0.56%	47
2024 Q3	$1.5M	Sell	24,314 -114	-0.5%	-$6.88K	0.57%	40
2024 Q2	$1.43M	Buy	24,428 +4,358	+22%	+$256K	0.62%	38
2024 Q1	$1.22M	Buy	20,070 +340	+2%	+$19.2K	0.53%	40
2023 Q4	$1.09M	Sell	19,730 -480	-2%	-$24.3K	0.65%	34
2023 Q3	$1.01M	Sell	20,210 -1,295	-6%	-$67.9K	0.75%	29
2023 Q2	$1.12M	Buy	21,505 +100	+0.5%	+$4.97K	0.73%	31
2023 Q1	$1.07M	Sell	21,405 -2,510	-10%	-$128K	0.79%	28
2022 Q4	$1.16M	Sell	23,915 -230	-1%	-$11.1K	0.76%	28
2022 Q3	$1.06M	Sell	24,145 -535	-2%	-$25.9K	0.82%	28
2022 Q2	$1.12M	Sell	24,680 -90	-0.4%	-$4.44K	0.8%	27
2022 Q1	$1.33M	Sell	24,770 -1,155	-4%	-$61.5K	0.89%	25
2021 Q4	$1.47M	Buy	25,925 +850	+3%	+$47.3K	1.04%	24
2021 Q3	$1.32M	Buy	25,075 +1,955	+8%	+$105K	0.85%	25
2021 Q2	$1.24M	Sell	23,120 -5,145	-18%	-$278K	0.8%	25
2021 Q1	$1.47M	Sell	28,265 -900	-3%	-$44.9K	0.95%	25
2020 Q4	$1.34M	Buy	29,165 +4,025	+16%	+$170K	0.84%	26
2020 Q3	$932K	Sell	25,140 -1,235	-5%	-$46.2K	0.9%	24
2020 Q2	$938K	Buy	26,375 +40	+0.2%	+$1.33K	0.91%	25
2020 Q1	$758K	Buy	+26,335	New	+$979K	0.86%	24

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

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

ARQ Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7% in Q2 2026, selling an estimated $111K and leaving 20,023 shares worth $1.52M. The position accounts for 0.19% of the portfolio, ranked #105.

ARQ Wealth Advisors first reported a position in IJH in Q1 2020 and has held it in 25 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

ARQ Wealth Advisors held 20,023 shares of iShares Core S&P Mid-Cap ETF worth $1.52M as of Q2 2026.
ARQ Wealth Advisors sold 1,510 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $111K.
iShares Core S&P Mid-Cap ETF made up 0.19% of ARQ Wealth Advisors's portfolio in Q2 2026, its #105 holding.
ARQ Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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