Atlantic Edge Private Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Atlantic Edge Private Wealth Management's IJH Position: Q2 2026 in Review
Atlantic Edge Private Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2026, buying an estimated $304K and bringing the position to 233,171 shares worth $18M. The position accounts for 3.67% of the portfolio, ranked #5.
Atlantic Edge Private Wealth Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.3M in Q1 2025. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Atlantic Edge Private Wealth Management held 233,171 shares of iShares Core S&P Mid-Cap ETF worth $18M as of Q2 2026.
- Atlantic Edge Private Wealth Management bought 4,141 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $304K.
- iShares Core S&P Mid-Cap ETF made up 3.67% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #5 holding.
- Atlantic Edge Private Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
- Atlantic Edge Private Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $20.3M in Q1 2025.
- 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.