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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.2M Buy
15,580
+100
+0.6% +$7.34K 0.23% 78
2026
Q1
$1.05M Buy
15,480
+11,340
+274% +$787K 0.24% 76
2025
Q4
$273K Hold
4,140
0.08% 140
2025
Q3
$270K Hold
4,140
0.09% 136
2025
Q2
$257K Buy
+4,140
New +$243K 0.09% 137

Other funds holding IJH

Cove Private Wealth's IJH Position: Q2 2026 in Review

Cove Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.65% in Q2 2026, buying an estimated $7.34K and bringing the position to 15,580 shares worth $1.2M. The position accounts for 0.23% of the portfolio, ranked #78.

Cove Private Wealth first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Cove Private Wealth held 15,580 shares of iShares Core S&P Mid-Cap ETF worth $1.2M as of Q2 2026.
  • Cove Private Wealth bought 100 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.34K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Cove Private Wealth's portfolio in Q2 2026, its #78 holding.
  • Cove Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.