Curry Webb Wealth Management’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
$8.31M Sell
107,717
-846
-0.8% -$62.1K 3.44% 6
2026
Q1
$7.33M Buy
108,563
+23,849
+28% +$1.65M 3.46% 7
2025
Q4
$5.59M Buy
+84,714
New +$5.55M 2.77% 9

Other funds holding IJH

Curry Webb Wealth Management's IJH Position: Q2 2026 in Review

Curry Webb Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.78% in Q2 2026, selling an estimated $62.1K and leaving 107,717 shares worth $8.31M. The position accounts for 3.44% of the portfolio, ranked #6.

Curry Webb Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Curry Webb Wealth Management held 107,717 shares of iShares Core S&P Mid-Cap ETF worth $8.31M as of Q2 2026.
  • Curry Webb Wealth Management sold 846 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $62.1K.
  • iShares Core S&P Mid-Cap ETF made up 3.44% of Curry Webb Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Curry Webb Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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