Aureum Wealth Management’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
$5.07M Buy
65,778
+1,804
+3% +$132K 3.14% 11
2026
Q1
$4.32M Buy
63,974
+15,169
+31% +$1.05M 3.01% 10
2025
Q4
$3.22M Buy
+48,805
New +$3.2M 2.99% 11

Other funds holding IJH

Aureum Wealth Management's IJH Position: Q2 2026 in Review

Aureum Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, buying an estimated $132K and bringing the position to 65,778 shares worth $5.07M. The position accounts for 3.14% of the portfolio, ranked #11.

Aureum Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,722 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Aureum Wealth Management held 65,778 shares of iShares Core S&P Mid-Cap ETF worth $5.07M as of Q2 2026.
  • Aureum Wealth Management bought 1,804 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $132K.
  • iShares Core S&P Mid-Cap ETF made up 3.14% of Aureum Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Aureum Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,722 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.