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

Baker Tilly 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 		$11.1M Buy
144,359
+19,604
+16% +$1.44M 2.36% 7
2026
Q1 		$8.42M Buy
124,755
+21,119
+20% +$1.47M 2.05% 8
2025
Q4 		$6.84M Sell
103,636
-7,915
-7% -$518K 1.69% 12
2025
Q3 		$7.28M Sell
111,551
-1,525
-1% -$98K 1.64% 12
2025
Q2 		$7.01M Sell
113,076
-12,583
-10% -$739K 2.5% 6
2025
Q1 		$7.33M Sell
125,659
-13,896
-10% -$863K 2.87% 3
2024
Q4 		$8.7M Sell
139,555
-3,078
-2% -$197K 3.41% 2
2024
Q3 		$8.89M Buy
142,633
+7,092
+5% +$428K 3.93% 2
2024
Q2 		$7.93M Sell
135,541
-2,226
-2% -$131K 3.24% 4
2024
Q1 		$8.37M Sell
137,767
-7,188
-5% -$407K 1.51% 8
2023
Q4 		$8.03M Buy
144,955
+5,050
+4% +$256K 1.32% 10
2023
Q3 		$6.98M Sell
139,905
-4,795
-3% -$251K 1.15% 12
2023
Q2 		$7.57M Buy
144,700
+1,460
+1% +$72.6K 0.79% 20
2023
Q1 		$7.17M Buy
143,240
+11,510
+9% +$586K 0.81% 21
2022
Q4 		$6.37M Buy
131,730
+2,910
+2% +$141K 0.78% 20
2022
Q3 		$5.65M Buy
128,820
+740
+0.6% +$35.8K 0.77% 20
2022
Q2 		$5.79M Buy
128,080
+3,065
+2% +$151K 0.76% 23
2022
Q1 		$6.71M Buy
125,015
+10,620
+9% +$565K 0.74% 21
2021
Q4 		$6.48M Buy
114,395
+109,140
+2,077% +$6.08M 0.7% 23
2021
Q3 		$276K Sell
5,255
-3,675
-41% -$198K 0.04% 427
2021
Q2 		$480K Hold
8,930
– – 0.08% 285
2021
Q1 		$465K Buy
8,930
+3,675
+70% +$184K 0.1% 252
2020
Q4 		$242K Buy
+5,255
New +$221K 0.07% 286

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Baker Tilly Wealth Management's IJH Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, buying an estimated $1.44M and bringing the position to 144,359 shares worth $11.1M. The position accounts for 2.36% of the portfolio, ranked #7.

Baker Tilly Wealth Management first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 834 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Baker Tilly Wealth Management held 144,359 shares of iShares Core S&P Mid-Cap ETF worth $11.1M as of Q2 2026.
  • Baker Tilly Wealth Management bought 19,604 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.44M.
  • iShares Core S&P Mid-Cap ETF made up 2.36% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Baker Tilly Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 834 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.