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

Cannon Wealth Management Services’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	$222K	Sell	2,876 -244	-8%	-$17.9K	0.12%	89
2026 Q1	$211K	Sell	3,120 -368	-11%	-$25.5K	0.14%	82
2025 Q4	$230K	Sell	3,488 -3	-0.1%	-$197	0.16%	75
2025 Q3	$228K	Sell	3,491 -72	-2%	-$4.63K	0.17%	74
2025 Q2	$221K	Buy	3,563 +1	+0%	+$59	0.18%	74
2025 Q1	$207K	Buy	3,562 +1	+0%	+$62	0.19%	74
2024 Q4	$228K	Sell	3,561 -2,409	-40%	-$155K	0.2%	74
2024 Q3	$372K	Buy	+5,970	New	+$360K	0.34%	53

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

Cannon Wealth Management Services's IJH Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.8% in Q2 2026, selling an estimated $17.9K and leaving 2,876 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #89.

Cannon Wealth Management Services first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. The position peaked at $372K in Q3 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cannon Wealth Management Services held 2,876 shares of iShares Core S&P Mid-Cap ETF worth $222K as of Q2 2026.
Cannon Wealth Management Services sold 244 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $17.9K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Cannon Wealth Management Services's portfolio in Q2 2026, its #89 holding.
Cannon Wealth Management Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Cannon Wealth Management Services's iShares Core S&P Mid-Cap ETF position peaked at $372K in Q3 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.