C2C Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

C2C 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	$3.6M	Sell	46,623 -2,259	-5%	-$166K	2.82%	9
2026 Q1	$3.3M	Sell	48,882 -1,349	-3%	-$93.6K	2.79%	9
2025 Q4	$3.32M	Sell	50,231 -583	-1%	-$38.2K	2.79%	10
2025 Q3	$3.32M	Sell	50,814 -118	-0.2%	-$7.58K	2.85%	10
2025 Q2	$3.16M	Sell	50,932 -799	-2%	-$46.9K	2.86%	10
2025 Q1	$3.02M	Buy	51,731 +321	+0.6%	+$19.9K	2.83%	10
2024 Q4	$3.2M	Hold	51,410	–	–	2.97%	10
2024 Q3	$3.18M	Buy	51,410 +330	+0.6%	+$19.9K	2.96%	10
2024 Q2	$2.99M	Sell	51,080 -575	-1%	-$33.8K	2.92%	10
2024 Q1	$3.14M	Buy	51,655 +35	+0.1%	+$1.98K	3.11%	10
2023 Q4	$2.89M	Sell	51,620 -5,815	-10%	-$295K	2.45%	10
2023 Q3	$2.82M	Buy	57,435 +100	+0.2%	+$5.24K	0.4%	23
2023 Q2	$3.08M	Sell	57,335 -1,000	-2%	-$49.7K	0.41%	19
2023 Q1	$2.89M	Buy	58,335 +255	+0.4%	+$13K	0.47%	19
2022 Q4	$2.92M	Sell	58,080 -50	-0.1%	-$2.42K	0.51%	17
2022 Q3	$2.73M	Buy	58,130 +275	+0.5%	+$13.3K	0.53%	17
2022 Q2	$2.74M	Buy	57,855 +1,000	+2%	+$49.4K	0.5%	21
2022 Q1	$3.07M	Buy	56,855 +50	+0.1%	+$2.66K	0.52%	22
2021 Q4	$3.22M	Buy	+56,805	New	+$3.16M	0.46%	24

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

C2C Wealth Management's IJH Position: Q2 2026 in Review

C2C Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q2 2026, selling an estimated $166K and leaving 46,623 shares worth $3.6M. The position accounts for 2.82% of the portfolio, ranked #9.

C2C Wealth Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

C2C Wealth Management held 46,623 shares of iShares Core S&P Mid-Cap ETF worth $3.6M as of Q2 2026.
C2C Wealth Management sold 2,259 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $166K.
iShares Core S&P Mid-Cap ETF made up 2.82% of C2C Wealth Management's portfolio in Q2 2026, its #9 holding.
C2C Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.