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

CCG 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	$1.21M	Buy	15,681 +1,150	+8%	+$84.4K	0.28%	51
2026 Q1	$981K	Buy	14,531 +95	+0.7%	+$6.59K	0.27%	59
2025 Q4	$953K	Buy	14,436 +168	+1%	+$11K	0.41%	41
2025 Q3	$931K	Hold	14,268	–	–	0.44%	36
2025 Q2	$885K	Buy	14,268 +145	+1%	+$8.51K	0.47%	33
2025 Q1	$824K	Hold	14,123	–	–	0.49%	33
2024 Q4	$880K	Sell	14,123 -288	-2%	-$18.5K	0.49%	31
2024 Q3	$898K	Buy	14,411 +7	+0%	+$422	0.5%	34
2024 Q2	$843K	Sell	14,404 -675	-4%	-$39.7K	0.48%	35
2024 Q1	$916K	Sell	15,079 -19,266	-56%	-$1.09M	0.55%	31
2023 Q4	$1.9M	Sell	34,345 -6,255	-15%	-$317K	1.28%	18
2023 Q3	$2.02M	Sell	40,600 -202,775	-83%	-$10.6M	1.33%	15
2023 Q2	$12.7M	Buy	243,375 +34,060	+16%	+$1.69M	7.99%	4
2023 Q1	$10.5M	Buy	209,315 +4,785	+2%	+$244K	6.93%	4
2022 Q4	$9.89M	Buy	204,530 +4,855	+2%	+$235K	5.5%	5
2022 Q3	$8.76M	Buy	199,675 +30,580	+18%	+$1.48M	5.35%	5
2022 Q2	$7.65M	Buy	169,095 +24,560	+17%	+$1.21M	4.31%	6
2022 Q1	$7.76M	Buy	144,535 +22,645	+19%	+$1.21M	3.8%	8
2021 Q4	$6.9M	Buy	121,890 +26,875	+28%	+$1.5M	3.6%	8
2021 Q3	$5M	Buy	95,015 +4,305	+5%	+$232K	2.9%	9
2021 Q2	$4.88M	Buy	90,710 +5,570	+7%	+$301K	3.79%	8
2021 Q1	$4.43M	Buy	85,140 +14,640	+21%	+$731K	4.37%	6
2020 Q4	$3.24M	Buy	70,500 +1,845	+3%	+$77.7K	3.42%	8
2020 Q3	$2.54M	Sell	68,655 -6,875	-9%	-$257K	2.38%	11
2020 Q2	$2.69M	Buy	75,530 +10,835	+17%	+$360K	2.5%	11
2020 Q1	$1.86M	Sell	64,695 -39,205	-38%	-$1.46M	1.79%	17
2019 Q4	$4.28M	Buy	103,900 +7,955	+8%	+$315K	2.71%	10
2019 Q3	$3.71M	Buy	95,945 +2,090	+2%	+$80.3K	2.53%	12
2019 Q2	$3.65M	Buy	93,855 +5,935	+7%	+$227K	2.6%	11
2019 Q1	$3.33M	Sell	87,920 -3,060	-3%	-$113K	2.67%	10
2018 Q4	$3.02M	Buy	+90,980	New	+$3.32M	2.94%	10

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

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

CCG Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.9% in Q2 2026, buying an estimated $84.4K and bringing the position to 15,681 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #51.

CCG Wealth Management first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.7M in Q2 2023. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CCG Wealth Management held 15,681 shares of iShares Core S&P Mid-Cap ETF worth $1.21M as of Q2 2026.
CCG Wealth Management bought 1,150 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $84.4K.
iShares Core S&P Mid-Cap ETF made up 0.28% of CCG Wealth Management's portfolio in Q2 2026, its #51 holding.
CCG Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
CCG Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $12.7M in Q2 2023.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.