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

Centurion 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	$680K	Sell	8,816 -2,750	-24%	-$202K	0.16%	123
2026 Q1	$781K	Hold	11,566	–	–	0.18%	112
2025 Q4	$763K	Buy	11,566 +1,188	+11%	+$77.8K	0.17%	107
2025 Q3	$677K	Sell	10,378 -65	-0.6%	-$4.18K	0.15%	120
2025 Q2	$648K	Buy	10,443 +1,698	+19%	+$99.7K	0.19%	98
2025 Q1	$545K	Hold	8,745	–	–	0.17%	95
2024 Q4	$545K	Sell	8,745 -272	-3%	-$17.4K	0.17%	95
2024 Q3	$562K	Buy	+9,017	New	+$544K	0.18%	91
2024 Q1	$549K	Sell	9,032 -113	-1%	-$6.4K	0.22%	79
2023 Q4	$507K	Sell	9,145 -9,675	-51%	-$491K	0.22%	79
2023 Q3	$939K	Buy	18,820 +9,720	+107%	+$509K	0.46%	49
2023 Q2	$476K	Hold	9,100	–	–	0.23%	78
2023 Q1	$455K	Sell	9,100 -670	-7%	-$34.1K	0.23%	77
2022 Q4	$473K	Buy	+9,770	New	+$472K	0.27%	72

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Centurion Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 24% in Q2 2026, selling an estimated $202K and leaving 8,816 shares worth $680K. The position accounts for 0.16% of the portfolio, ranked #123.

Centurion Wealth Management first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $939K in Q3 2023. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Centurion Wealth Management held 8,816 shares of iShares Core S&P Mid-Cap ETF worth $680K as of Q2 2026.
Centurion Wealth Management sold 2,750 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $202K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Centurion Wealth Management's portfolio in Q2 2026, its #123 holding.
Centurion Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $939K in Q3 2023.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.