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Ashton Thomas Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ashton Thomas Private Wealth’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 		$36.5M Buy
473,125
+950
+0.2% +$69.7K 0.76% 21
2026
Q1 		$31.9M Buy
472,175
+13,255
+3% +$919K 0.75% 22
2025
Q4 		$30.3M Buy
458,920
+17,180
+4% +$1.13M 0.74% 25
2025
Q3 		$28.8M Buy
441,740
+22,387
+5% +$1.44M 0.75% 23
2025
Q2 		$26M Sell
419,353
-38,469
-8% -$2.26M 0.92% 15
2025
Q1 		$26.7M Buy
457,822
+8,073
+2% +$501K 1.02% 13
2024
Q4 		$28M Buy
449,749
+46,278
+11% +$2.97M 1.09% 13
2024
Q3 		$25.1M Buy
403,471
+9,024
+2% +$544K 1.32% 10
2024
Q2 		$23.1M Buy
394,447
+1,650
+0.4% +$96.9K 1.26% 9
2024
Q1 		$23.9M Buy
392,797
+7,187
+2% +$407K 1.37% 9
2023
Q4 		$21.4M Buy
385,610
+6,945
+2% +$352K 1.34% 9
2023
Q3 		$18.9M Buy
378,665
+41,025
+12% +$2.15M 1.38% 8
2023
Q2 		$17.7M Buy
337,640
+20,950
+7% +$1.04M 1.35% 10
2023
Q1 		$15.8M Buy
316,690
+28,690
+10% +$1.46M 1.39% 9
2022
Q4 		$13.9M Buy
288,000
+4,815
+2% +$233K 1.38% 8
2022
Q3 		$12.4M Buy
283,185
+5,935
+2% +$287K 1.4% 8
2022
Q2 		$12.5M Buy
277,250
+13,840
+5% +$683K 1.36% 12
2022
Q1 		$14.1M Buy
263,410
+101,475
+63% +$5.4M 1.24% 9
2021
Q4 		$9.17M Buy
161,935
+120,300
+289% +$6.7M 0.89% 22
2021
Q3 		$2.19M Buy
41,635
+305
+0.7% +$16.4K 0.32% 82
2021
Q2 		$2.22M Buy
41,330
+7,150
+21% +$386K 0.34% 79
2021
Q1 		$1.78M Buy
34,180
+7,920
+30% +$396K 0.3% 87
2020
Q4 		$1.21M Buy
26,260
+13,580
+107% +$572K 0.23% 112
2020
Q3 		$470K Sell
12,680
-4,985
-28% -$186K 0.12% 182
2020
Q2 		$628K Sell
17,665
-5,160
-23% -$171K 0.19% 137
2020
Q1 		$657K Sell
22,825
-670
-3% -$24.9K 0.27% 100
2019
Q4 		$967K Buy
+23,495
New +$931K 0.32% 90

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

Ashton Thomas Private Wealth's IJH Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.2% in Q2 2026, buying an estimated $69.7K and bringing the position to 473,125 shares worth $36.5M. The position accounts for 0.76% of the portfolio, ranked #21.

Ashton Thomas Private Wealth first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Ashton Thomas Private Wealth held 473,125 shares of iShares Core S&P Mid-Cap ETF worth $36.5M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 950 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $69.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.76% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.