Coastwise Capital Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Coastwise Capital Group’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	$342K	Buy	4,441 +453	+11%	+$33.2K	0.2%	101
2026 Q1	$269K	Buy	3,988 +9	+0.2%	+$624	0.15%	113
2025 Q4	$263K	Buy	3,979 +20	+0.5%	+$1.31K	0.13%	128
2025 Q3	$258K	Buy	3,959 +13	+0.3%	+$835	0.18%	108
2025 Q2	$245K	Sell	3,946 -289	-7%	-$17K	0.19%	107
2025 Q1	$247K	Buy	+4,235	New	+$263K	0.21%	109

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

Coastwise Capital Group's IJH Position: Q2 2026 in Review

Coastwise Capital Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, buying an estimated $33.2K and bringing the position to 4,441 shares worth $342K. The position accounts for 0.2% of the portfolio, ranked #101.

Coastwise Capital Group first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Coastwise Capital Group held 4,441 shares of iShares Core S&P Mid-Cap ETF worth $342K as of Q2 2026.
Coastwise Capital Group bought 453 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $33.2K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Coastwise Capital Group's portfolio in Q2 2026, its #101 holding.
Coastwise Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.