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

Aventura 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	$226K	Buy	2,931 +2,150	+275%	+$158K	0.07%	162
2026 Q1	$52.7K	Hold	781	–	–	0.02%	318
2025 Q4	$51.5K	Sell	781 -10	-1%	-$655	0.02%	291
2025 Q3	$51.6K	Hold	791	–	–	0.02%	288
2025 Q2	$49.1K	Hold	791	–	–	0.02%	283
2025 Q1	$46.2K	Buy	791 +81	+11%	+$5.03K	0.02%	273
2024 Q4	$44.2K	Buy	+710	New	+$45.5K	0.02%	267

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Aventura Private Wealth's IJH Position: Q2 2026 in Review

Aventura Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 275% in Q2 2026, buying an estimated $158K and bringing the position to 2,931 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #162.

Aventura Private Wealth first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Aventura Private Wealth held 2,931 shares of iShares Core S&P Mid-Cap ETF worth $226K as of Q2 2026.
Aventura Private Wealth bought 2,150 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $158K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Aventura Private Wealth's portfolio in Q2 2026, its #162 holding.
Aventura Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.