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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$692K Buy
8,977
+12
+0.1% +$880 0.52% 69
2026
Q1
$611K Sell
8,965
-450
-5% -$31.2K 0.53% 66
2025
Q4
$621K Buy
+9,415
New +$617K 0.54% 65

Other funds holding IJH

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

Asempa Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.13% in Q2 2026, buying an estimated $880 and bringing the position to 8,977 shares worth $692K. The position accounts for 0.52% of the portfolio, ranked #69.

Asempa Wealth Advisors first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Asempa Wealth Advisors held 8,977 shares of iShares Core S&P Mid-Cap ETF worth $692K as of Q2 2026.
  • Asempa Wealth Advisors bought 12 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $880.
  • iShares Core S&P Mid-Cap ETF made up 0.52% of Asempa Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Asempa Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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