Caliber Wealth Management (Kansas)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Caliber Wealth Management (Kansas)’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	$35.1M	Buy	455,491 +18,178	+4%	+$1.33M	3.39%	3
2026 Q1	$29.5M	Buy	437,313 +29,378	+7%	+$2.04M	3.23%	4
2025 Q4	$26.9M	Buy	407,935 +32,405	+9%	+$2.12M	2.9%	6
2025 Q3	$24.5M	Buy	375,530 +42,723	+13%	+$2.75M	2.73%	6
2025 Q2	$20.6M	Buy	332,807 +35,832	+12%	+$2.1M	2.22%	8
2025 Q1	$17.3M	Buy	+296,975	New	+$18.4M	2.36%	6

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IJH Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q2 2026, buying an estimated $1.33M and bringing the position to 455,491 shares worth $35.1M. The position accounts for 3.39% of the portfolio, ranked #3.

Caliber Wealth Management (Kansas) first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Caliber Wealth Management (Kansas) held 455,491 shares of iShares Core S&P Mid-Cap ETF worth $35.1M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 18,178 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.33M.
iShares Core S&P Mid-Cap ETF made up 3.39% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #3 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.