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

Continuum 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	$1.49M	Hold	19,298	–	–	0.5%	20
2026 Q1	$1.3M	Sell	19,298 -1,662	-8%	-$115K	0.54%	19
2025 Q4	$1.38M	Sell	20,960 -385	-2%	-$25.2K	0.53%	18
2025 Q3	$1.39M	Buy	21,345 +1,400	+7%	+$90K	0.59%	18
2025 Q2	$1.24M	Sell	19,945 -200	-1%	-$11.7K	0.59%	18
2025 Q1	$1.18M	Hold	20,145	–	–	0.6%	18
2024 Q4	$1.26M	Hold	20,145	–	–	0.63%	19
2024 Q3	$1.26M	Sell	20,145 -165	-0.8%	-$9.95K	0.67%	20
2024 Q2	$1.19M	Sell	20,310 -490	-2%	-$28.8K	0.63%	16
2024 Q1	$1.26M	Sell	20,800 -155	-0.7%	-$8.78K	0.71%	16
2023 Q4	$1.16M	Hold	20,955	–	–	0.75%	18
2023 Q3	$1.05M	Hold	20,955	–	–	0.74%	19
2023 Q2	$1.1M	Sell	20,955 -155	-0.7%	-$7.7K	0.78%	18
2023 Q1	$1.06M	Sell	21,110 -21,710	-51%	-$1.11M	0.86%	14
2022 Q4	$2.07M	Buy	+42,820	New	+$2.07M	2.06%	11

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

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

Continuum Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 19,298 shares worth $1.49M. The position accounts for 0.5% of the portfolio, ranked #20.

Continuum Wealth Advisors first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.07M in Q4 2022. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Continuum Wealth Advisors held 19,298 shares of iShares Core S&P Mid-Cap ETF worth $1.49M as of Q2 2026.
Continuum Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.5% of Continuum Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Continuum Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.07M in Q4 2022.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.