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

Curio Wealth’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 		– Sell
-2,017
Closed -$136K – 579
2026
Q1 		$136K Hold
2,017
– – 0.05% 90
2025
Q4 		$136K Hold
2,017
– – 0.05% 93
2025
Q3 		$132K Buy
2,017
+97
+5% +$6.23K 0.05% 85
2025
Q2 		$119K Buy
1,920
+1,917
+63,900% +$113K 0.05% 95
2025
Q1 		$169K Sell
3
-2,704
-100% -$168K 0.09% 79
2024
Q4 		$169K Buy
+2,707
New +$174K 0.09% 74

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Curio Wealth's IJH Position: Q2 2026 in Review

Curio Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 2,017 shares — an estimated $136K sold.

Curio Wealth first reported a position in IJH in Q4 2024 and held it in 6 quarters. The position peaked at $169K in Q1 2025. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Curio Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 2,017 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $136K.
  • Curio Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's iShares Core S&P Mid-Cap ETF position peaked at $169K in Q1 2025.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.