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

Copia 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	$150K	Hold	1,945	–	–	0.09%	132
2026 Q1	$131K	Sell	1,945 -110	-5%	-$7.63K	0.09%	131
2025 Q4	$136K	Hold	2,055	–	–	0.1%	128
2025 Q3	$134K	Hold	2,055	–	–	0.1%	123
2025 Q2	$127K	Sell	2,055 -269	-12%	-$15.8K	0.11%	110
2025 Q1	$136K	Hold	2,324	–	–	0.13%	106
2024 Q4	$145K	Buy	+2,324	New	+$149K	0.14%	95

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

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

Copia Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 1,945 shares worth $150K. The position accounts for 0.09% of the portfolio, ranked #132.

Copia Wealth Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Copia Wealth Management held 1,945 shares of iShares Core S&P Mid-Cap ETF worth $150K as of Q2 2026.
Copia Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.09% of Copia Wealth Management's portfolio in Q2 2026, its #132 holding.
Copia Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.