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

Core Wealth Advisors (Florida)’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	$21.3M	Buy	276,572 +3,222	+1%	+$236K	4.29%	7
2026 Q1	$18.5M	Buy	273,350 +4,206	+2%	+$292K	4.41%	8
2025 Q4	$17.8M	Buy	269,144 +14,002	+5%	+$917K	4.61%	8
2025 Q3	$16.7M	Buy	255,142 +6,857	+3%	+$441K	4.34%	8
2025 Q2	$15.4M	Buy	248,285 +6,311	+3%	+$370K	4.43%	7
2025 Q1	$14.1M	Sell	241,974 -10,184	-4%	-$632K	4.49%	8
2024 Q4	$15.7M	Buy	252,158 +340	+0.1%	+$21.8K	5.18%	5
2024 Q3	$15.7M	Buy	251,818 +2,351	+0.9%	+$142K	5.03%	7
2024 Q2	$14.6M	Buy	249,467 +3,124	+1%	+$184K	5%	6
2024 Q1	$15M	Buy	246,343 +14,563	+6%	+$824K	5.08%	6
2023 Q4	$12.8M	Buy	231,780 +6,770	+3%	+$343K	4.72%	8
2023 Q3	$11.2M	Buy	225,010 +10,170	+5%	+$533K	4.59%	7
2023 Q2	$11.2M	Sell	214,840 -280	-0.1%	-$13.9K	4.51%	9
2023 Q1	$10.8M	Sell	215,120 -37,180	-15%	-$1.89M	4.29%	9
2022 Q4	$12.2M	Buy	252,300 +3,695	+1%	+$179K	5.34%	7
2022 Q3	$10.9M	Buy	248,605 +18,975	+8%	+$917K	6.35%	6
2022 Q2	$10.4M	Sell	229,630 -21,370	-9%	-$1.05M	6.39%	7
2022 Q1	$13.5M	Buy	251,000 +6,410	+3%	+$341K	7.56%	3
2021 Q4	$13.8M	Buy	244,590 +3,455	+1%	+$192K	8.27%	4
2021 Q3	$12.7M	Buy	241,135 +8,625	+4%	+$464K	8.41%	4
2021 Q2	$12.5M	Sell	232,510 -4,445	-2%	-$240K	8.33%	3
2021 Q1	$12.3M	Buy	236,955 +14,875	+7%	+$743K	10.88%	2
2020 Q4	$10.2M	Sell	222,080 -6,845	-3%	-$288K	9.12%	3
2020 Q3	$8.48M	Buy	228,925 +6,565	+3%	+$245K	7.94%	3
2020 Q2	$7.91M	Sell	222,360 -35,165	-14%	-$1.17M	6.97%	3
2020 Q1	$7.41M	Buy	257,525 +18,270	+8%	+$679K	5.64%	5
2019 Q4	$9.85M	Buy	+239,255	New	+$9.48M	5.66%	5

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

Core Wealth Advisors (Florida)'s IJH Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, buying an estimated $236K and bringing the position to 276,572 shares worth $21.3M. The position accounts for 4.29% of the portfolio, ranked #7.

Core Wealth Advisors (Florida) first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Core Wealth Advisors (Florida) held 276,572 shares of iShares Core S&P Mid-Cap ETF worth $21.3M as of Q2 2026.
Core Wealth Advisors (Florida) bought 3,222 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $236K.
iShares Core S&P Mid-Cap ETF made up 4.29% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #7 holding.
Core Wealth Advisors (Florida) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.