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

Defined 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	$521K	Buy	6,757 +39	+0.6%	+$2.86K	0.27%	79
2026 Q1	$454K	Buy	6,718 +32	+0.5%	+$2.22K	0.27%	79
2025 Q4	$441K	Sell	6,686 -58	-0.9%	-$3.8K	0.25%	78
2025 Q3	$440K	Sell	6,744 -50	-0.7%	-$3.21K	0.26%	79
2025 Q2	$421K	Sell	6,794 -23	-0.3%	-$1.35K	0.26%	84
2025 Q1	$398K	Sell	6,817 -30	-0.4%	-$1.86K	0.27%	83
2024 Q4	$427K	Sell	6,847 -161	-2%	-$10.3K	0.28%	77
2024 Q3	$437K	Sell	7,008 -30	-0.4%	-$1.81K	0.28%	77
2024 Q2	$412K	Sell	7,038 -52	-0.7%	-$3.06K	0.29%	79
2024 Q1	$431K	Hold	7,090	–	–	0.31%	75
2023 Q4	$393K	Sell	7,090 -45	-0.6%	-$2.28K	0.3%	80
2023 Q3	$356K	Sell	7,135 -20	-0.3%	-$1.05K	0.3%	80
2023 Q2	$374K	Sell	7,155 -5	-0.1%	-$248	0.32%	75
2023 Q1	$358K	Sell	7,160 -235	-3%	-$12K	0.33%	76
2022 Q4	$358K	Buy	+7,395	New	+$357K	0.34%	76

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Defined Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.58% in Q2 2026, buying an estimated $2.86K and bringing the position to 6,757 shares worth $521K. The position accounts for 0.27% of the portfolio, ranked #79.

Defined Wealth Management first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Defined Wealth Management held 6,757 shares of iShares Core S&P Mid-Cap ETF worth $521K as of Q2 2026.
Defined Wealth Management bought 39 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.86K.
iShares Core S&P Mid-Cap ETF made up 0.27% of Defined Wealth Management's portfolio in Q2 2026, its #79 holding.
Defined Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.