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

Compass Wealth Management’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	$272K	Buy	+3,529	New	+$259K	0.05%	158
2025 Q4	–	Sell	-3,529	Closed	-$230K	–	108
2025 Q3	$230K	Hold	3,529	–	–	0.05%	143
2025 Q2	$219K	Buy	3,529 +439	+14%	+$25.8K	0.05%	145
2025 Q1	$180K	Hold	3,090	–	–	0.05%	156
2024 Q4	$193K	Hold	3,090	–	–	0.05%	151
2024 Q3	$193K	Hold	3,090	–	–	0.05%	158
2024 Q2	$181K	Hold	3,090	–	–	0.04%	161
2024 Q1	$188K	Sell	3,090 -1,055	-25%	-$59.7K	0.05%	161
2023 Q4	$230K	Buy	4,145 +3,360	+428%	+$170K	0.06%	146
2023 Q3	$39.1K	Hold	785	–	–	0.01%	255
2023 Q2	$41.1K	Hold	785	–	–	0.01%	259
2023 Q1	$39.3K	Hold	785	–	–	0.01%	262
2022 Q4	$38K	Buy	+785	New	+$37.9K	0.01%	263

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

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

Compass Wealth Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 3,529 shares worth $272K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in IJH as recently as Q3 2025.

Compass Wealth Management first reported a position in IJH in Q4 2022 and has held it in 13 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Compass Wealth Management held 3,529 shares of iShares Core S&P Mid-Cap ETF worth $272K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Compass Wealth Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of Compass Wealth Management's portfolio in Q2 2026, its #158 holding.
Compass Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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