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

CFM Wealth Partners’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	$501K	Hold	6,496	–	–	0.06%	102
2026 Q1	$439K	Sell	6,496 -1,643	-20%	-$114K	0.07%	112
2025 Q4	$537K	Hold	8,139	–	–	0.08%	98
2025 Q3	$531K	Buy	8,139 +24	+0.3%	+$1.54K	0.08%	98
2025 Q2	$503K	Buy	8,115 +23	+0.3%	+$1.35K	0.08%	94
2025 Q1	$472K	Buy	8,092 +20	+0.2%	+$1.24K	0.08%	100
2024 Q4	$503K	Sell	8,072 -1,858	-19%	-$119K	0.08%	96
2024 Q3	$619K	Buy	9,930 +35	+0.4%	+$2.11K	0.11%	96
2024 Q2	$579K	Hold	9,895	–	–	0.11%	97
2024 Q1	$601K	Sell	9,895 -125	-1%	-$7.08K	0.12%	98
2023 Q4	$555K	Hold	10,020	–	–	0.13%	103
2023 Q3	$500K	Hold	10,020	–	–	0.13%	99
2023 Q2	$524K	Hold	10,020	–	–	0.13%	110
2023 Q1	$501K	Hold	10,020	–	–	0.14%	108
2022 Q4	$485K	Hold	10,020	–	–	0.15%	109
2022 Q3	$439K	Buy	+10,020	New	+$484K	0.14%	107
2020 Q3	–	Sell	-500	Closed	-$17K	–	302
2020 Q2	$17K	Hold	500	–	–	0.01%	368
2020 Q1	$14K	Hold	500	–	–	0.01%	406
2019 Q4	$21K	Buy	+500	New	+$19.8K	0.01%	350

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

CFM Wealth Partners's IJH Position: Q2 2026 in Review

CFM Wealth Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 6,496 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #102.

CFM Wealth Partners first reported a position in IJH in Q4 2019 and has held it in 19 quarters since. The position peaked at $619K in Q3 2024. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CFM Wealth Partners held 6,496 shares of iShares Core S&P Mid-Cap ETF worth $501K as of Q2 2026.
CFM Wealth Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of CFM Wealth Partners's portfolio in Q2 2026, its #102 holding.
CFM Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 19 quarters since.
CFM Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $619K in Q3 2024.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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