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

Confluence Wealth Services’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 		$2.75M Buy
35,727
+1,693
+5% +$124K 0.08% 112
2026
Q1 		$2.3M Sell
34,034
-105
-0.3% -$7.28K 0.09% 104
2025
Q4 		$2.25M Buy
34,139
+12,521
+58% +$820K 0.09% 99
2025
Q3 		$1.41M Sell
21,618
-130
-0.6% -$8.35K 0.07% 135
2025
Q2 		$1.35M Buy
21,748
+580
+3% +$34K 0.07% 137
2025
Q1 		$1.18M Sell
21,168
-1,717
-8% -$107K 0.07% 135
2024
Q4 		$1.5M Sell
22,885
-535
-2% -$34.3K 0.1% 102
2024
Q3 		$1.46M Buy
23,420
+790
+3% +$47.6K 0.11% 99
2024
Q2 		$1.32M Sell
22,630
-220
-1% -$12.9K 0.11% 113
2024
Q1 		$1.39M Sell
22,850
-400
-2% -$22.6K 0.12% 95
2023
Q4 		$1.29M Buy
23,250
+3,660
+19% +$186K 0.14% 87
2023
Q3 		$977K Sell
19,590
-1,380
-7% -$72.3K 0.19% 89
2023
Q2 		$1.1M Sell
20,970
-10
-0% -$497 0.23% 79
2023
Q1 		$1.05M Buy
20,980
+670
+3% +$34.1K 0.24% 83
2022
Q4 		$983K Sell
20,310
-95
-0.5% -$4.59K 0.26% 80
2022
Q3 		$894K Sell
20,405
-120
-0.6% -$5.8K 0.38% 81
2022
Q2 		$1.05M Buy
20,525
+1,235
+6% +$61K 0.46% 73
2022
Q1 		$1.03M Sell
19,290
-5,065
-21% -$270K 0.37% 70
2021
Q4 		$1.38M Buy
+24,355
New +$1.36M 0.44% 52

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Confluence Wealth Services's IJH Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5% in Q2 2026, buying an estimated $124K and bringing the position to 35,727 shares worth $2.75M. The position accounts for 0.08% of the portfolio, ranked #112.

Confluence Wealth Services first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Confluence Wealth Services held 35,727 shares of iShares Core S&P Mid-Cap ETF worth $2.75M as of Q2 2026.
  • Confluence Wealth Services bought 1,693 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $124K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Confluence Wealth Services's portfolio in Q2 2026, its #112 holding.
  • Confluence Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.