Avidian Wealth Enterprises’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
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. 2,737 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.
- 2,737 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.