Blake Schutter Theil Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$5.89M	Buy	76,354 +292	+0.4%	+$21.4K	3.98%	6
2026 Q1	$5.14M	Buy	76,062 +5,332	+8%	+$370K	4.19%	4
2025 Q4	$4.67M	Buy	70,730 +680	+1%	+$44.5K	3.84%	4
2025 Q3	$4.57M	Sell	70,050 -452	-0.6%	-$29K	4.52%	3
2025 Q2	$4.37M	Buy	70,502 +1,629	+2%	+$95.6K	4.96%	3
2025 Q1	$4.02M	Buy	68,873 +285	+0.4%	+$17.7K	4.57%	3
2024 Q4	$4.27M	Buy	68,588 +367	+0.5%	+$23.5K	4.51%	3
2024 Q3	$4.25M	Buy	+68,221	New	+$4.11M	3.05%	4

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

Blake Schutter Theil Wealth Advisors's IJH Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.38% in Q2 2026, buying an estimated $21.4K and bringing the position to 76,354 shares worth $5.89M. The position accounts for 3.98% of the portfolio, ranked #6.

Blake Schutter Theil Wealth Advisors first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 76,354 shares of iShares Core S&P Mid-Cap ETF worth $5.89M as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 292 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $21.4K.
iShares Core S&P Mid-Cap ETF made up 3.98% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.