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

BigSur 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	$1.83M	Hold	23,750	–	–	0.44%	61
2026 Q1	$1.6M	Sell	23,750 -8,000	-25%	-$555K	0.45%	65
2025 Q4	$2.1M	Hold	31,750	–	–	0.51%	55
2025 Q3	$2.07M	Sell	31,750 -500	-2%	-$32.1K	0.51%	54
2025 Q2	$2M	Hold	32,250	–	–	0.5%	52
2025 Q1	$1.88M	Hold	32,250	–	–	0.51%	55
2024 Q4	$2.01M	Hold	32,250	–	–	0.57%	47
2024 Q3	$2.01M	Hold	32,250	–	–	0.55%	52
2024 Q2	$1.89M	Hold	32,250	–	–	0.58%	49
2024 Q1	$1.96M	Sell	32,250 -2,000	-6%	-$113K	0.61%	45
2023 Q4	$1.9M	Hold	34,250	–	–	0.9%	29
2023 Q3	$1.72M	Hold	34,250	–	–	0.86%	32
2023 Q2	$1.79M	Hold	34,250	–	–	0.86%	33
2023 Q1	$1.71M	Hold	34,250	–	–	0.8%	36
2022 Q4	$1.66M	Hold	34,250	–	–	0.8%	36
2022 Q3	$1.5M	Hold	34,250	–	–	0.76%	41
2022 Q2	$1.55M	Hold	34,250	–	–	0.73%	44
2022 Q1	$1.84M	Hold	34,250	–	–	0.72%	41
2021 Q4	$1.94M	Hold	34,250	–	–	0.76%	39
2021 Q3	$1.8M	Hold	34,250	–	–	0.81%	34
2021 Q2	$1.84M	Buy	34,250 +4,250	+14%	+$229K	0.83%	36
2021 Q1	$1.56M	Hold	30,000	–	–	0.8%	36
2020 Q4	$1.38M	Sell	30,000 -21,000	-41%	-$885K	0.78%	38
2020 Q3	$1.89M	Hold	51,000	–	–	1.2%	25
2020 Q2	$1.81M	Hold	51,000	–	–	1.3%	20
2020 Q1	$1.47M	Sell	51,000 -10,000	-16%	-$372K	1.1%	20
2019 Q4	$2.51M	Hold	61,000	–	–	1.42%	17
2019 Q3	$2.36M	Hold	61,000	–	–	1.59%	10
2019 Q2	$2.38M	Sell	61,000 -15,000	-20%	-$575K	1.66%	11
2019 Q1	$2.88M	Hold	76,000	–	–	1.89%	7
2018 Q4	$2.52M	Buy	76,000 +10,000	+15%	+$365K	1.79%	10
2018 Q3	$2.67M	Hold	66,000	–	–	1.67%	12
2018 Q2	$2.58M	Hold	66,000	–	–	1.88%	10
2018 Q1	$2.48M	Buy	66,000 +45,000	+214%	+$1.72M	1.77%	10
2017 Q4	$797K	Hold	21,000	–	–	0.79%	28
2017 Q3	$751K	Hold	21,000	–	–	0.75%	31
2017 Q2	$733K	Hold	21,000	–	–	0.74%	32
2017 Q1	$724K	Buy	+21,000	New	+$715K	0.78%	29

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

BigSur Wealth Management's IJH Position: Q2 2026 in Review

BigSur Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 23,750 shares worth $1.83M. The position accounts for 0.44% of the portfolio, ranked #61.

BigSur Wealth Management first reported a position in IJH in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.88M in Q1 2019. 564 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BigSur Wealth Management held 23,750 shares of iShares Core S&P Mid-Cap ETF worth $1.83M as of Q2 2026.
BigSur 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 0.44% of BigSur Wealth Management's portfolio in Q2 2026, its #61 holding.
BigSur Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
BigSur Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.88M in Q1 2019.
564 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.