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

CM Wealth Advisors’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	$277K	Hold	3,588	–	–	0.05%	152
2026 Q1	$242K	Hold	3,588	–	–	0.05%	125
2025 Q4	$237K	Buy	3,588 +238	+7%	+$15.6K	0.05%	130
2025 Q3	$219K	Buy	+3,350	New	+$215K	0.06%	86

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

CM Wealth Advisors's IJH Position: Q2 2026 in Review

CM Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,588 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #152.

CM Wealth Advisors first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CM Wealth Advisors held 3,588 shares of iShares Core S&P Mid-Cap ETF worth $277K as of Q2 2026.
CM Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #152 holding.
CM Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.