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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.7M Buy
138,971
+448
+0.3% +$32.9K 4.06% 4
2026
Q1
$9.35M Buy
138,523
+5,972
+5% +$414K 4.11% 4
2025
Q4
$8.75M Sell
132,551
-4,937
-4% -$323K 3.68% 4
2025
Q3
$8.97M Buy
137,488
+1,984
+1% +$128K 3.83% 4
2025
Q2
$8.4M Sell
135,504
-3,433
-2% -$202K 3.74% 5
2025
Q1
$8.11M Sell
138,937
-8,552
-6% -$531K 3.98% 4
2024
Q4
$9.19M Buy
147,489
+1,853
+1% +$119K 5.1% 3
2024
Q3
$9.08M Buy
145,636
+3,817
+3% +$230K 4.75% 3
2024
Q2
$8.3M Sell
141,819
-670
-0.5% -$39.4K 4.89% 3
2024
Q1
$8.65M Sell
142,489
-14,076
-9% -$797K 5.58% 3
2023
Q4
$8.68M Buy
+156,565
New +$7.94M 6.08% 1

Other funds holding IJH

BlueChip Wealth Advisors's IJH Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.32% in Q2 2026, buying an estimated $32.9K and bringing the position to 138,971 shares worth $10.7M. The position accounts for 4.06% of the portfolio, ranked #4.

BlueChip Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • BlueChip Wealth Advisors held 138,971 shares of iShares Core S&P Mid-Cap ETF worth $10.7M as of Q2 2026.
  • BlueChip Wealth Advisors bought 448 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $32.9K.
  • iShares Core S&P Mid-Cap ETF made up 4.06% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • BlueChip Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.