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

Avaii Wealth Management’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	$343K	Buy	4,443 +14	+0.3%	+$1.03K	0.1%	127
2026 Q1	$299K	Sell	4,429 -1,107	-20%	-$76.8K	0.1%	120
2025 Q4	$365K	Sell	5,536 -136,081	-96%	-$8.91M	0.13%	97
2025 Q3	$9.24M	Buy	141,617 +2,999	+2%	+$193K	3.52%	7
2025 Q2	$8.6M	Sell	138,618 -27,219	-16%	-$1.6M	3.82%	6
2025 Q1	$9.68M	Buy	165,837 +160,077	+2,779%	+$9.94M	5.17%	4
2024 Q4	$359K	Hold	5,760	–	–	0.18%	77
2024 Q3	$359K	Hold	5,760	–	–	0.18%	79
2024 Q2	$337K	Hold	5,760	–	–	0.19%	96
2024 Q1	$350K	Hold	5,760	–	–	0.21%	90
2023 Q4	$319K	Sell	5,760 -355	-6%	-$18K	0.21%	101
2023 Q3	$305K	Sell	6,115 -160	-3%	-$8.38K	0.23%	92
2023 Q2	$328K	Hold	6,275	–	–	0.25%	85
2023 Q1	$314K	Sell	6,275 -185	-3%	-$9.43K	0.27%	89
2022 Q4	$312K	Sell	6,460 -115	-2%	-$5.56K	0.28%	87
2022 Q3	$288K	Buy	6,575 +290	+5%	+$14K	0.3%	79
2022 Q2	$284K	Sell	6,285 -280	-4%	-$13.8K	0.3%	72
2022 Q1	$353K	Hold	6,565	–	–	0.33%	63
2021 Q4	$372K	Buy	+6,565	New	+$365K	0.37%	60

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

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

Avaii Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.32% in Q2 2026, buying an estimated $1.03K and bringing the position to 4,443 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #127.

Avaii Wealth Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.68M in Q1 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Avaii Wealth Management held 4,443 shares of iShares Core S&P Mid-Cap ETF worth $343K as of Q2 2026.
Avaii Wealth Management bought 14 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.03K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Avaii Wealth Management's portfolio in Q2 2026, its #127 holding.
Avaii Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Avaii Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $9.68M in Q1 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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