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

Beaird Harris 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 		$76.1K Hold
987
– – ﹤0.01% 229
2026
Q1 		$66.6K Sell
987
-30
-3% -$2.08K ﹤0.01% 219
2025
Q4 		$67.1K Hold
1,017
– – ﹤0.01% 223
2025
Q3 		$66.4K Buy
1,017
+27
+3% +$1.74K ﹤0.01% 216
2025
Q2 		$61.4K Buy
990
+115
+13% +$6.75K ﹤0.01% 229
2025
Q1 		$51.1K Buy
875
+70
+9% +$4.35K ﹤0.01% 221
2024
Q4 		$50.2K Hold
805
– – ﹤0.01% 224
2024
Q3 		$50.2K Sell
805
-35
-4% -$2.11K ﹤0.01% 232
2024
Q2 		$49.2K Buy
+840
New +$49.3K ﹤0.01% 226
2024
Q1 		– Sell
-90
Closed -$4.99K – 635
2023
Q4 		$4.99K Buy
+90
New +$4.57K ﹤0.01% 379
2022
Q1 		– Sell
-25
Closed -$1K – 654
2021
Q4 		$1K Buy
+25
New +$1.39K ﹤0.01% 601

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Beaird Harris Wealth Management's IJH Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 987 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Beaird Harris Wealth Management first reported a position in IJH in Q4 2021 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Beaird Harris Wealth Management held 987 shares of iShares Core S&P Mid-Cap ETF worth $76.1K as of Q2 2026.
  • Beaird Harris Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.