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

Elyxium Wealth’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	$7.64M	Buy	99,072 +21,236	+27%	+$1.56M	0.8%	24
2026 Q1	$5.26M	Sell	77,836 -14,818	-16%	-$1.03M	1.69%	15
2025 Q4	$6.12M	Sell	92,654 -32,035	-26%	-$2.1M	1.7%	12
2025 Q3	$8.14M	Sell	124,689 -6,874	-5%	-$442K	2.84%	6
2025 Q2	$8.16M	Sell	131,563 -7,205	-5%	-$423K	3.06%	5
2025 Q1	$8.1M	Sell	138,768 -1,286	-0.9%	-$79.9K	3.59%	4
2024 Q4	$8.73M	Buy	140,054 +30,312	+28%	+$1.94M	5.32%	3
2024 Q3	$6.84M	Buy	+109,742	New	+$6.62M	3.76%	4

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

Elyxium Wealth's IJH Position: Q2 2026 in Review

Elyxium Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 27% in Q2 2026, buying an estimated $1.56M and bringing the position to 99,072 shares worth $7.64M. The position accounts for 0.8% of the portfolio, ranked #24.

Elyxium Wealth first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.73M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Elyxium Wealth held 99,072 shares of iShares Core S&P Mid-Cap ETF worth $7.64M as of Q2 2026.
Elyxium Wealth bought 21,236 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.56M.
iShares Core S&P Mid-Cap ETF made up 0.8% of Elyxium Wealth's portfolio in Q2 2026, its #24 holding.
Elyxium Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Elyxium Wealth's iShares Core S&P Mid-Cap ETF position peaked at $8.73M in Q4 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.