Cascade Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Cascade Wealth Advisors's IJH Position: Q2 2026 in Review
Cascade Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q2 2026, buying an estimated $2.12M and bringing the position to 141,680 shares worth $11M. The position accounts for 4.43% of the portfolio, ranked #8.
Cascade Wealth Advisors first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Cascade Wealth Advisors held 141,680 shares of iShares Core S&P Mid-Cap ETF worth $11M as of Q2 2026.
- Cascade Wealth Advisors bought 28,846 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.12M.
- iShares Core S&P Mid-Cap ETF made up 4.43% of Cascade Wealth Advisors's portfolio in Q2 2026, its #8 holding.
- Cascade Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.