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

Consilio Wealth Advisors’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	$6.43M	Sell	83,429 -2,811	-3%	-$206K	1.54%	14
2026 Q1	$5.82M	Sell	86,240 -160,233	-65%	-$11.1M	1.7%	15
2025 Q4	$16.3M	Buy	246,473 +15,445	+7%	+$1.01M	4.76%	6
2025 Q3	$15.1M	Buy	231,028 +12,662	+6%	+$814K	4.95%	6
2025 Q2	$13.5M	Buy	218,366 +1,483	+0.7%	+$87.1K	4.83%	6
2025 Q1	$12.7M	Buy	216,883 +7,388	+4%	+$459K	5.29%	7
2024 Q4	$13.1M	Buy	209,495 +3,127	+2%	+$201K	5.34%	7
2024 Q3	$12.9M	Buy	206,368 +14,721	+8%	+$888K	5.3%	7
2024 Q2	$11.2M	Buy	191,647 +177,647	+1,269%	+$10.4M	5.03%	7
2024 Q1	$850K	Sell	14,000 -1,060	-7%	-$60K	0.4%	27
2023 Q4	$835K	Buy	15,060 +115	+0.8%	+$5.83K	0.42%	26
2023 Q3	$724K	Hold	14,945	–	–	0.42%	27
2023 Q2	$782K	Sell	14,945 -415	-3%	-$20.6K	0.43%	27
2023 Q1	$768K	Sell	15,360 -5,225	-25%	-$266K	0.43%	29
2022 Q4	$996K	Sell	20,585 -4,065	-16%	-$196K	0.64%	25
2022 Q3	$1.08M	Sell	24,650 -1,075	-4%	-$52K	0.85%	25
2022 Q2	$1.16M	Sell	25,725 -1,525	-6%	-$75.3K	0.94%	20
2022 Q1	$1.46M	Sell	27,250 -6,715	-20%	-$358K	1.15%	18
2021 Q4	$1.94M	Buy	+33,965	New	+$1.89M	1.5%	16

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

Consilio Wealth Advisors's IJH Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q2 2026, selling an estimated $206K and leaving 83,429 shares worth $6.43M. The position accounts for 1.54% of the portfolio, ranked #14.

Consilio Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.3M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Consilio Wealth Advisors held 83,429 shares of iShares Core S&P Mid-Cap ETF worth $6.43M as of Q2 2026.
Consilio Wealth Advisors sold 2,811 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $206K.
iShares Core S&P Mid-Cap ETF made up 1.54% of Consilio Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Consilio Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Consilio Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $16.3M in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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