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

Darwin Wealth Management’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	$126K	Buy	1,632 +4	+0.2%	+$293	0.03%	168
2026 Q1	$110K	Buy	1,628 +3	+0.2%	+$208	0.03%	166
2025 Q4	$107K	Hold	1,625	–	–	0.03%	170
2025 Q3	$106K	Buy	+1,625	New	+$104K	0.03%	173
2024 Q4	–	Sell	-562	Closed	-$35K	–	673
2024 Q3	$35K	Buy	+562	New	+$33.9K	0.01%	255
2020 Q2	–	Sell	-4,690	Closed	-$134K	–	432
2020 Q1	$134K	Buy	+4,690	New	+$174K	0.04%	160

Other funds holding IJH

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

AIM

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Darwin Wealth Management's IJH Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q2 2026, buying an estimated $293 and bringing the position to 1,632 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #168.

Darwin Wealth Management first reported a position in IJH in Q1 2020 and has held it in 6 quarters since. The position peaked at $134K in Q1 2020. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Darwin Wealth Management held 1,632 shares of iShares Core S&P Mid-Cap ETF worth $126K as of Q2 2026.
Darwin Wealth Management bought 4 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $293.
iShares Core S&P Mid-Cap ETF made up 0.03% of Darwin Wealth Management's portfolio in Q2 2026, its #168 holding.
Darwin Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 6 quarters since.
Darwin Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $134K in Q1 2020.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.