Destiny Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Destiny Capital’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	$10.5M	Sell	136,003 -8,121	-6%	-$596K	4.88%	6
2026 Q1	$9.73M	Sell	144,124 -2,016	-1%	-$140K	5.19%	6
2025 Q4	$9.65M	Sell	146,140 -2,653	-2%	-$174K	4.96%	6
2025 Q3	$9.71M	Buy	148,793 +3,870	+3%	+$249K	5.29%	6
2025 Q2	$8.99M	Buy	144,923 +3,901	+3%	+$229K	5.42%	6
2025 Q1	$8.23M	Buy	141,022 +9,279	+7%	+$576K	5.61%	6
2024 Q4	$8.21M	Buy	131,743 +88	+0.1%	+$5.64K	4.98%	8
2024 Q3	$8.19M	Buy	131,655 +5,852	+5%	+$353K	5.07%	7
2024 Q2	$7.36M	Buy	125,803 +3,588	+3%	+$211K	5.03%	7
2024 Q1	$7.42M	Buy	122,215 +8,300	+7%	+$470K	5.18%	6
2023 Q4	$6.31M	Buy	+113,915	New	+$5.78M	4.41%	7
2023 Q2	$695K	Buy	13,290 +3,130	+31%	+$156K	0.54%	26
2023 Q1	$508K	Buy	10,160 +2,470	+32%	+$126K	0.41%	28
2022 Q4	$404K	Buy	+7,690	New	+$372K	0.33%	30

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

Destiny Capital's IJH Position: Q2 2026 in Review

Destiny Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.6% in Q2 2026, selling an estimated $596K and leaving 136,003 shares worth $10.5M. The position accounts for 4.88% of the portfolio, ranked #6.

Destiny Capital first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Destiny Capital held 136,003 shares of iShares Core S&P Mid-Cap ETF worth $10.5M as of Q2 2026.
Destiny Capital sold 8,121 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $596K.
iShares Core S&P Mid-Cap ETF made up 4.88% of Destiny Capital's portfolio in Q2 2026, its #6 holding.
Destiny Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.