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

Diversify 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	$41.7M	Sell	549,247 -7,694	-1%	-$565K	0.7%	26
2026 Q1	$39.9M	Buy	556,941 +514,884	+1,224%	+$35.7M	0.71%	25
2025 Q4	$2.92M	Buy	42,057 +19,235	+84%	+$1.26M	0.14%	178
2025 Q3	$1.48M	Buy	22,822 +1,278	+6%	+$82.1K	0.09%	219
2025 Q2	$1.37M	Buy	21,544 +173	+0.8%	+$10.2K	0.08%	230
2025 Q1	$1.22M	Buy	21,371 +45	+0.2%	+$2.79K	0.09%	218
2024 Q4	$1.32M	Buy	21,326 +2,470	+13%	+$158K	0.1%	183
2024 Q3	$1.18M	Buy	+18,856	New	+$1.14M	0.11%	182

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

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

Diversify Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, selling an estimated $565K and leaving 549,247 shares worth $41.7M. The position accounts for 0.7% of the portfolio, ranked #26.

Diversify Wealth Management first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Diversify Wealth Management held 549,247 shares of iShares Core S&P Mid-Cap ETF worth $41.7M as of Q2 2026.
Diversify Wealth Management sold 7,694 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $565K.
iShares Core S&P Mid-Cap ETF made up 0.7% of Diversify Wealth Management's portfolio in Q2 2026, its #26 holding.
Diversify Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.