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

CCG Wealth Management's IJH Position: Q1 2026 in Review

CCG Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.66% in Q1 2026, buying an estimated $6.59K and bringing the position to 14,531 shares worth $981K. The position accounts for 0.27% of the portfolio, ranked #59.

CCG Wealth Management first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.7M in Q2 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

• CCG Wealth Management held 14,531 shares of iShares Core S&P Mid-Cap ETF worth $981K as of Q1 2026.
• CCG Wealth Management bought 95 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $6.59K.
• iShares Core S&P Mid-Cap ETF made up 0.27% of CCG Wealth Management's portfolio in Q1 2026, its #59 holding.
• CCG Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
• CCG Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $12.7M in Q2 2023.
• 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.