Balance Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Balance Wealth's IJH Position: Q2 2026 in Review
Balance Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q2 2026, selling an estimated $3.38K and leaving 4,025 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #127.
Balance Wealth first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Balance Wealth held 4,025 shares of iShares Core S&P Mid-Cap ETF worth $310K as of Q2 2026.
- Balance Wealth sold 46 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.38K.
- iShares Core S&P Mid-Cap ETF made up 0.08% of Balance Wealth's portfolio in Q2 2026, its #127 holding.
- Balance Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
- 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.