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

Avidian Wealth Enterprises’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	$116M	Buy	1,510,126 +49,235	+3%	+$3.61M	3.22%	3
2026 Q1	$98.7M	Buy	1,460,891 +391,474	+37%	+$27.2M	3.12%	3
2025 Q4	$70.6M	Buy	1,069,417 +29,322	+3%	+$1.92M	2.57%	7
2025 Q3	$67.9M	Buy	1,040,095 +49,239	+5%	+$3.16M	2.56%	6
2025 Q2	$61.5M	Buy	990,856 +99,085	+11%	+$5.82M	2.5%	6
2025 Q1	$52M	Sell	891,771 -207,496	-19%	-$12.9M	2.32%	8
2024 Q4	$68.5M	Buy	1,099,267 +46,489	+4%	+$2.98M	3.08%	4
2024 Q3	$65.6M	Buy	1,052,778 +46,072	+5%	+$2.78M	2.98%	4
2024 Q2	$58.9M	Buy	1,006,706 +60,451	+6%	+$3.55M	2.45%	7
2024 Q1	$57.5M	Buy	946,255 +273,255	+41%	+$15.5M	2.79%	7
2023 Q4	$37.3M	Buy	673,000 +67,610	+11%	+$3.43M	2.29%	8
2023 Q3	$30.2M	Buy	605,390 +15,300	+3%	+$802K	2.13%	9
2023 Q2	$30.9M	Sell	590,090 -32,240	-5%	-$1.6M	2.02%	8
2023 Q1	$31.1M	Sell	622,330 -69,095	-10%	-$3.52M	1.71%	9
2022 Q4	$33.4M	Sell	691,425 -39,030	-5%	-$1.89M	2.18%	7
2022 Q3	$32M	Buy	730,455 +107,350	+17%	+$5.19M	2.31%	8
2022 Q2	$28.2M	Sell	623,105 -21,095	-3%	-$1.04M	2%	7
2022 Q1	$34.6M	Buy	644,200 +37,460	+6%	+$1.99M	2.12%	8
2021 Q4	$34.4M	Buy	606,740 +47,955	+9%	+$2.67M	2.14%	8
2021 Q3	$29.4M	Buy	558,785 +27,135	+5%	+$1.46M	2.24%	10
2021 Q2	$28.6M	Buy	531,650 +77,730	+17%	+$4.2M	2.19%	9
2021 Q1	$23.6M	Buy	453,920 +164,995	+57%	+$8.24M	2.01%	12
2020 Q4	$13.3M	Sell	288,925 -18,750	-6%	-$790K	1.26%	18
2020 Q3	$11.4M	Sell	307,675 -4,375	-1%	-$164K	1.29%	19
2020 Q2	$11.1M	Buy	312,050 +282,620	+960%	+$9.39M	1.5%	13
2020 Q1	$847K	Buy	29,430 +2,725	+10%	+$101K	0.14%	83
2019 Q4	$1.1M	Buy	26,705 +1,535	+6%	+$60.8K	0.16%	61
2019 Q3	$973K	Buy	25,170 +4,585	+22%	+$176K	0.16%	60
2019 Q2	$800K	Buy	20,585 +5,350	+35%	+$205K	0.19%	49
2019 Q1	$577K	Buy	+15,235	New	+$563K	0.13%	58

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Avidian Wealth Enterprises's IJH Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q2 2026, buying an estimated $3.61M and bringing the position to 1,510,126 shares worth $116M. The position accounts for 3.22% of the portfolio, ranked #3.

Avidian Wealth Enterprises first reported a position in IJH in Q1 2019 and has held it in 30 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Avidian Wealth Enterprises held 1,510,126 shares of iShares Core S&P Mid-Cap ETF worth $116M as of Q2 2026.
Avidian Wealth Enterprises bought 49,235 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.61M.
iShares Core S&P Mid-Cap ETF made up 3.22% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #3 holding.
Avidian Wealth Enterprises first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.