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

Balanced Wealth Group’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	$4.24M	Sell	55,043 -4,937	-8%	-$362K	1.34%	22
2026 Q1	$4.05M	Buy	59,980 +5,128	+9%	+$356K	1.45%	18
2025 Q4	$3.59M	Buy	54,852 +29	+0.1%	+$1.9K	1.31%	18
2025 Q3	$3.44M	Buy	54,823 +34	+0.1%	+$2.19K	1.51%	16
2025 Q2	$3.45M	Buy	54,789 +1,209	+2%	+$71K	1.5%	16
2025 Q1	$3.13M	Sell	53,580 -6,181	-10%	-$384K	1.51%	16
2024 Q4	$3.86M	Sell	59,761 -2,175	-4%	-$139K	1.73%	14
2024 Q3	$3.86M	Sell	61,936 -5,588	-8%	-$337K	1.71%	15
2024 Q2	$3.91M	Sell	67,524 -26,420	-28%	-$1.55M	1.78%	15
2024 Q1	$5.62M	Sell	93,944 -76,986	-45%	-$4.36M	2.5%	13
2023 Q4	$9.47M	Buy	+170,930	New	+$8.67M	4.92%	5

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Balanced Wealth Group's IJH Position: Q2 2026 in Review

Balanced Wealth Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.2% in Q2 2026, selling an estimated $362K and leaving 55,043 shares worth $4.24M. The position accounts for 1.34% of the portfolio, ranked #22.

Balanced Wealth Group first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.47M in Q4 2023. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Balanced Wealth Group held 55,043 shares of iShares Core S&P Mid-Cap ETF worth $4.24M as of Q2 2026.
Balanced Wealth Group sold 4,937 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $362K.
iShares Core S&P Mid-Cap ETF made up 1.34% of Balanced Wealth Group's portfolio in Q2 2026, its #22 holding.
Balanced Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $9.47M in Q4 2023.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.