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

CJM Wealth Advisers’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	$41M	Sell	532,055 -9,315	-2%	-$683K	10.77%	3
2026 Q1	$36.6M	Sell	541,370 -14,282	-3%	-$991K	11.14%	3
2025 Q4	$36.7M	Buy	555,652 +1,981	+0.4%	+$130K	10.97%	3
2025 Q3	$36.1M	Sell	553,671 -907	-0.2%	-$58.3K	11.1%	3
2025 Q2	$34.4M	Sell	554,578 -12,223	-2%	-$718K	11.45%	3
2025 Q1	$33.1M	Buy	566,801 +7,320	+1%	+$455K	11.68%	3
2024 Q4	$34.9M	Buy	559,481 +2,372	+0.4%	+$152K	11.74%	3
2024 Q3	$34.7M	Sell	557,109 -56	-0%	-$3.38K	11.9%	3
2024 Q2	$32.3M	Buy	557,165 +272	+0%	+$16K	11.88%	3
2024 Q1	$33.8M	Buy	556,893 +6,583	+1%	+$373K	12.82%	3
2023 Q4	$30.5M	Sell	550,310 -3,695	-0.7%	-$187K	13.46%	2
2023 Q3	$27.6M	Sell	554,005 -3,705	-0.7%	-$194K	13.44%	2
2023 Q2	$29.2M	Sell	557,710 -2,585	-0.5%	-$128K	14.81%	2
2023 Q1	$28M	Sell	560,295 -4,170	-0.7%	-$212K	15.96%	2
2022 Q4	$27.3M	Sell	564,465 -7,840	-1%	-$379K	16.8%	2
2022 Q3	$25.1M	Sell	572,305 -130	-0%	-$6.29K	17.87%	2
2022 Q2	$25.9M	Buy	572,435 +164,445	+40%	+$8.12M	18%	2
2022 Q1	$21.9M	Buy	407,990 +7,310	+2%	+$389K	14.98%	2
2021 Q4	$22.7M	Buy	+400,680	New	+$22.3M	16.14%	2

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LWMT

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

CJM Wealth Advisers's IJH Position: Q2 2026 in Review

CJM Wealth Advisers reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, selling an estimated $683K and leaving 532,055 shares worth $41M. The position accounts for 10.77% of the portfolio, ranked #3.

CJM Wealth Advisers first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CJM Wealth Advisers held 532,055 shares of iShares Core S&P Mid-Cap ETF worth $41M as of Q2 2026.
CJM Wealth Advisers sold 9,315 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $683K.
iShares Core S&P Mid-Cap ETF made up 10.77% of CJM Wealth Advisers's portfolio in Q2 2026, its #3 holding.
CJM Wealth Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.