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

Collaborative Wealth Management's IJH Position: Q1 2026 in Review

Collaborative Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q1 2026, selling an estimated $24.2K and leaving 6,742 shares worth $455K. The position accounts for 0.21% of the portfolio, ranked #76.

Collaborative Wealth Management first reported a position in IJH in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

• Collaborative Wealth Management held 6,742 shares of iShares Core S&P Mid-Cap ETF worth $455K as of Q1 2026.
• Collaborative Wealth Management sold 349 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $24.2K.
• iShares Core S&P Mid-Cap ETF made up 0.21% of Collaborative Wealth Management's portfolio in Q1 2026, its #76 holding.
• Collaborative Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 18 quarters since.
• Collaborative Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.03M in Q4 2021.
• 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.