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

Castle 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	$6.43M	Sell	83,325 -269	-0.3%	-$19.7K	1.9%	15
2026 Q1	$5.65M	Buy	83,594 +2,668	+3%	+$185K	1.83%	16
2025 Q4	$5.34M	Buy	80,926 +224	+0.3%	+$14.7K	1.77%	16
2025 Q3	$5.27M	Buy	80,702 +1,170	+1%	+$75.2K	1.78%	18
2025 Q2	$4.93M	Sell	79,532 -4,786	-6%	-$281K	1.79%	15
2025 Q1	$4.92M	Buy	84,318 +1,937	+2%	+$120K	1.93%	12
2024 Q4	$5.13M	Sell	82,381 -1,730	-2%	-$111K	2.02%	11
2024 Q3	$5.24M	Buy	84,111 +2,242	+3%	+$135K	2.09%	12
2024 Q2	$4.79M	Buy	81,869 +1,507	+2%	+$88.5K	2.3%	10
2024 Q1	$4.88M	Sell	80,362 -8,728	-10%	-$494K	2.55%	10
2023 Q4	$4.94M	Sell	89,090 -480	-0.5%	-$24.3K	2.96%	7
2023 Q3	$4.49M	Buy	89,570 +2,845	+3%	+$149K	3.2%	7
2023 Q2	$4.54M	Buy	86,725 +5,715	+7%	+$284K	3.16%	7
2023 Q1	$4.05M	Sell	81,010 -159,095	-66%	-$8.11M	3.14%	8
2022 Q4	$11.6M	Sell	240,105 -145	-0.1%	-$7K	7.31%	2
2022 Q3	$10.5M	Sell	240,250 -23,605	-9%	-$1.14M	6.39%	2
2022 Q2	$11.9M	Buy	+263,855	New	+$13M	6.95%	1

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

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

Castle Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.32% in Q2 2026, selling an estimated $19.7K and leaving 83,325 shares worth $6.43M. The position accounts for 1.9% of the portfolio, ranked #15.

Castle Wealth Management first reported a position in IJH in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.9M in Q2 2022. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Castle Wealth Management held 83,325 shares of iShares Core S&P Mid-Cap ETF worth $6.43M as of Q2 2026.
Castle Wealth Management sold 269 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $19.7K.
iShares Core S&P Mid-Cap ETF made up 1.9% of Castle Wealth Management's portfolio in Q2 2026, its #15 holding.
Castle Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Castle Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $11.9M in Q2 2022.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.