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

Curated Wealth Partners’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	$360K	Buy	+160,599	New	+$11.8M	0.05%	372

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Curated Wealth Partners's IJH Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 160,599 shares worth $360K. The stake represents 0.05% of the portfolio and ranks #372 among its holdings.

1,183 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Curated Wealth Partners held 160,599 shares of iShares Core S&P Mid-Cap ETF worth $360K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Curated Wealth Partners position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #372 holding.
1,183 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.