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

Barnes Wealth Management 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	$409K	Sell	5,304 -56	-1%	-$4.11K	0.19%	118
2026 Q1	$362K	Sell	5,360 -390	-7%	-$27.1K	0.18%	120
2025 Q4	$380K	Sell	5,750 -70	-1%	-$4.58K	0.2%	108
2025 Q3	$380K	Sell	5,820 -151	-3%	-$9.7K	0.21%	105
2025 Q2	$370K	Sell	5,971 -2,166	-27%	-$127K	0.22%	99
2025 Q1	$475K	Buy	8,137 +917	+13%	+$56.9K	0.3%	75
2024 Q4	$450K	Buy	+7,220	New	+$463K	0.3%	75

Other funds holding IJH

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Barnes Wealth Management Group's IJH Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q2 2026, selling an estimated $4.11K and leaving 5,304 shares worth $409K. The position accounts for 0.19% of the portfolio, ranked #118.

Barnes Wealth Management Group first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $475K in Q1 2025. 1,121 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Barnes Wealth Management Group held 5,304 shares of iShares Core S&P Mid-Cap ETF worth $409K as of Q2 2026.
Barnes Wealth Management Group sold 56 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.11K.
iShares Core S&P Mid-Cap ETF made up 0.19% of Barnes Wealth Management Group's portfolio in Q2 2026, its #118 holding.
Barnes Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's iShares Core S&P Mid-Cap ETF position peaked at $475K in Q1 2025.
1,121 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.