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

Elevation Wealth Partners’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	$108K	Hold	1,395	–	–	0.03%	186
2026 Q1	$94.2K	Sell	1,395 -117	-8%	-$8.12K	0.03%	174
2025 Q4	$99.8K	Sell	1,512 -259	-15%	-$17K	0.04%	169
2025 Q3	$116K	Sell	1,771 -121	-6%	-$7.78K	0.04%	162
2025 Q2	$117K	Hold	1,892	–	–	0.05%	159
2025 Q1	$110K	Hold	1,892	–	–	0.05%	160
2024 Q4	$118K	Hold	1,892	–	–	0.05%	151
2024 Q3	$118K	Hold	1,892	–	–	0.05%	152
2024 Q2	$111K	Buy	1,892 +9	+0.5%	+$529	0.05%	148
2024 Q1	$114K	Sell	1,883 -427	-18%	-$24.2K	0.06%	145
2023 Q4	$115K	Hold	2,310	–	–	0.07%	138
2023 Q3	$115K	Sell	2,310 -130	-5%	-$6.81K	0.1%	82
2023 Q2	$128K	Sell	2,440 -135	-5%	-$6.71K	0.11%	82
2023 Q1	$129K	Buy	+2,575	New	+$131K	0.12%	84

Other funds holding IJH

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

OWM

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Elevation Wealth Partners's IJH Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 1,395 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #186.

Elevation Wealth Partners first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $129K in Q1 2023. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Elevation Wealth Partners held 1,395 shares of iShares Core S&P Mid-Cap ETF worth $108K as of Q2 2026.
Elevation Wealth Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #186 holding.
Elevation Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $129K in Q1 2023.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.