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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.45M Buy
57,730
+725
+1% +$53.2K 2.19% 13
2026
Q1
$3.85M Buy
57,005
+5,350
+10% +$371K 2.16% 12
2025
Q4
$3.41M Buy
51,655
+4,595
+10% +$301K 1.89% 14
2025
Q3
$3.07M Buy
47,060
+3,925
+9% +$252K 1.75% 16
2025
Q2
$2.68M Buy
43,135
+2,940
+7% +$173K 1.71% 16
2025
Q1
$2.35M Buy
40,195
+2,625
+7% +$163K 1.64% 16
2024
Q4
$2.34M Buy
37,570
+7,975
+27% +$511K 1.51% 16
2024
Q3
$1.84M Buy
29,595
+9,260
+46% +$558K 1.27% 17
2024
Q2
$1.19M Buy
20,335
+12,200
+150% +$717K 0.9% 19
2024
Q1
$494K Buy
+8,135
New +$461K 0.4% 39

Other funds holding IJH

Clay Northam Wealth Management's IJH Position: Q2 2026 in Review

Clay Northam Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, buying an estimated $53.2K and bringing the position to 57,730 shares worth $4.45M. The position accounts for 2.19% of the portfolio, ranked #13.

Clay Northam Wealth Management first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Clay Northam Wealth Management held 57,730 shares of iShares Core S&P Mid-Cap ETF worth $4.45M as of Q2 2026.
  • Clay Northam Wealth Management bought 725 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $53.2K.
  • iShares Core S&P Mid-Cap ETF made up 2.19% of Clay Northam Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Clay Northam Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.