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

Delta Wealth Advisors’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	$5.97M	Sell	77,466 -6,024	-7%	-$442K	4.27%	8
2026 Q1	$5.64M	Sell	83,490 -3,199	-4%	-$222K	4.29%	8
2025 Q4	$5.72M	Sell	86,689 -749	-0.9%	-$49.1K	4.79%	7
2025 Q3	$5.71M	Buy	87,438 +2,106	+2%	+$135K	4.47%	7
2025 Q2	$5.29M	Buy	85,332 +1,270	+2%	+$74.6K	4.43%	7
2025 Q1	$4.91M	Buy	84,062 +1,145	+1%	+$71.1K	4.45%	8
2024 Q4	$5.17M	Sell	82,917 -14,852	-15%	-$953K	4.87%	6
2024 Q3	$6.09M	Sell	97,769 -3,457	-3%	-$208K	5.84%	4
2024 Q2	$5.92M	Buy	101,226 +2,222	+2%	+$131K	5.8%	5
2024 Q1	$6.01M	Buy	+99,004	New	+$5.61M	6.21%	4

Other funds holding IJH

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

AIM

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Delta Wealth Advisors's IJH Position: Q2 2026 in Review

Delta Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.2% in Q2 2026, selling an estimated $442K and leaving 77,466 shares worth $5.97M. The position accounts for 4.27% of the portfolio, ranked #8.

Delta Wealth Advisors first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.09M in Q3 2024. 1,075 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Delta Wealth Advisors held 77,466 shares of iShares Core S&P Mid-Cap ETF worth $5.97M as of Q2 2026.
Delta Wealth Advisors sold 6,024 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $442K.
iShares Core S&P Mid-Cap ETF made up 4.27% of Delta Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Delta Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Delta Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $6.09M in Q3 2024.
1,075 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.