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

Elevate Wealth Advisory’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	$24.3K	Hold	315	–	–	0.01%	108
2026 Q1	$21.3K	Sell	315 -225	-42%	-$15.6K	0.01%	107
2025 Q4	$35.6K	Hold	540	–	–	0.02%	96
2025 Q3	$35.2K	Hold	540	–	–	0.03%	97
2025 Q2	$33.5K	Hold	540	–	–	0.02%	109
2025 Q1	$31.5K	Hold	540	–	–	0.02%	105
2024 Q4	$33.6K	Hold	540	–	–	0.03%	95
2024 Q3	$33.7K	Hold	540	–	–	0.03%	98
2024 Q2	$31.6K	Hold	540	–	–	0.03%	92
2024 Q1	$32.8K	Hold	540	–	–	0.03%	89
2023 Q4	$29.9K	Buy	+540	New	+$27.4K	0.03%	91

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

Elevate Wealth Advisory's IJH Position: Q2 2026 in Review

Elevate Wealth Advisory held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 315 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #108.

Elevate Wealth Advisory first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.6K in Q4 2025. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Elevate Wealth Advisory held 315 shares of iShares Core S&P Mid-Cap ETF worth $24.3K as of Q2 2026.
Elevate Wealth Advisory left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 2026, its #108 holding.
Elevate Wealth Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's iShares Core S&P Mid-Cap ETF position peaked at $35.6K in Q4 2025.
2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.