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

Collaborative Wealth Management's IJH Position: Q2 2026 in Review

Collaborative Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9% in Q2 2026, selling an estimated $44.5K and leaving 6,135 shares worth $473K. The position accounts for 0.2% of the portfolio, ranked #71.

Collaborative Wealth Management first reported a position in IJH in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2021. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

• Collaborative Wealth Management held 6,135 shares of iShares Core S&P Mid-Cap ETF worth $473K as of Q2 2026.
• Collaborative Wealth Management sold 607 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $44.5K.
• iShares Core S&P Mid-Cap ETF made up 0.2% of Collaborative Wealth Management's portfolio in Q2 2026, its #71 holding.
• Collaborative Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 19 quarters since.
• Collaborative Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.03M in Q4 2021.
• 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.