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

Artemis 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	$7.08M	Buy	91,825 +3,476	+4%	+$255K	0.85%	14
2026 Q1	$5.97M	Buy	88,349 +41,609	+89%	+$2.89M	0.9%	10
2025 Q4	$3.08M	Hold	46,740	–	–	0.44%	17
2025 Q3	$3.05M	Buy	46,740 +15,650	+50%	+$1.01M	0.33%	18
2025 Q2	$1.93M	Sell	31,090 -251,873	-89%	-$14.8M	0.22%	16
2025 Q1	$16.5M	Buy	+282,963	New	+$17.6M	3.46%	3
2021 Q1	–	Sell	-505	Closed	-$23.2K	–	83
2020 Q4	$23.2K	Buy	+505	New	+$21.3K	﹤0.01%	51

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

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

Artemis Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q2 2026, buying an estimated $255K and bringing the position to 91,825 shares worth $7.08M. The position accounts for 0.85% of the portfolio, ranked #14.

Artemis Wealth Advisors first reported a position in IJH in Q4 2020 and has held it in 7 quarters since. The position peaked at $16.5M in Q1 2025. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Artemis Wealth Advisors held 91,825 shares of iShares Core S&P Mid-Cap ETF worth $7.08M as of Q2 2026.
Artemis Wealth Advisors bought 3,476 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $255K.
iShares Core S&P Mid-Cap ETF made up 0.85% of Artemis Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Artemis Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 7 quarters since.
Artemis Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $16.5M in Q1 2025.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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