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

Empirical 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	$1.92M	Sell	24,885 -3,101	-11%	-$228K	0.03%	279
2026 Q1	$1.89M	Sell	27,986 -1,724	-6%	-$120K	0.03%	259
2025 Q4	$1.96M	Buy	29,710 +3,171	+12%	+$208K	0.03%	249
2025 Q3	$1.73M	Sell	26,539 -318	-1%	-$20.4K	0.03%	257
2025 Q2	$1.67M	Sell	26,857 -4,788	-15%	-$281K	0.04%	253
2025 Q1	$1.85M	Buy	31,645 +11,601	+58%	+$720K	0.05%	221
2024 Q4	$1.25M	Buy	20,044 +5,930	+42%	+$380K	0.03%	256
2024 Q3	$880K	Buy	14,114 +880	+7%	+$53.1K	0.02%	288
2024 Q2	$774K	Sell	13,234 -1,750	-12%	-$103K	0.02%	284
2024 Q1	$910K	Sell	14,984 -816	-5%	-$46.2K	0.03%	264
2023 Q4	$876K	Sell	15,800 -680	-4%	-$34.5K	0.03%	252
2023 Q3	$822K	Sell	16,480 -265	-2%	-$13.9K	0.03%	245
2023 Q2	$876K	Sell	16,745 -1,630	-9%	-$81K	0.04%	242
2023 Q1	$919K	Buy	18,375 +1,180	+7%	+$60.1K	0.04%	228
2022 Q4	$832K	Sell	17,195 -50	-0.3%	-$2.42K	0.04%	233
2022 Q3	$756K	Sell	17,245 -500	-3%	-$24.2K	0.04%	228
2022 Q2	$803K	Sell	17,745 -1,050	-6%	-$51.8K	0.04%	232
2022 Q1	$1.01M	Sell	18,795 -2,415	-11%	-$129K	0.05%	211
2021 Q4	$1.2M	Buy	21,210 +3,355	+19%	+$187K	0.06%	184
2021 Q3	$939K	Buy	17,855 +7,150	+67%	+$385K	0.05%	204
2021 Q2	$575K	Buy	10,705 +2,345	+28%	+$127K	0.03%	274
2021 Q1	$435K	Sell	8,360 -610	-7%	-$30.5K	0.03%	271
2020 Q4	$412K	Buy	8,970 +1,875	+26%	+$79K	0.03%	271
2020 Q3	$263K	Buy	+7,095	New	+$265K	0.02%	293
2020 Q2	–	Sell	-8,260	Closed	-$238K	–	345
2020 Q1	$238K	Buy	8,260 +910	+12%	+$33.8K	0.03%	275
2019 Q4	$303K	Buy	7,350 +155	+2%	+$6.14K	0.03%	257
2019 Q3	$278K	Buy	7,195 +300	+4%	+$11.5K	0.03%	240
2019 Q2	$268K	Sell	6,895 -40	-0.6%	-$1.53K	0.03%	216
2019 Q1	$263K	Buy	6,935 +730	+12%	+$27K	0.04%	195
2018 Q4	$206K	Hold	6,205	–	–	0.04%	189
2018 Q3	$250K	Hold	6,205	–	–	0.04%	183
2018 Q2	$242K	Hold	6,205	–	–	0.05%	167
2018 Q1	$233K	Sell	6,205 -1,050	-14%	-$40.2K	0.05%	153
2017 Q4	$275K	Buy	7,255 +1,475	+26%	+$54.5K	0.06%	121
2017 Q3	$207K	Sell	5,780 -115	-2%	-$4K	0.05%	134
2017 Q2	$205K	Sell	5,895 -250	-4%	-$8.63K	0.05%	127
2017 Q1	$211K	Sell	6,145 -3,840	-38%	-$131K	0.05%	123
2016 Q4	$330K	Buy	9,985 +1,290	+15%	+$40.9K	0.08%	97
2016 Q3	$269K	Sell	8,695 -95	-1%	-$2.94K	0.07%	97
2016 Q2	$263K	Buy	+8,790	New	+$258K	0.07%	94

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Empirical Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, selling an estimated $228K and leaving 24,885 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #279.

Empirical Wealth Management first reported a position in IJH in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.96M in Q4 2025. 1,300 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Empirical Wealth Management held 24,885 shares of iShares Core S&P Mid-Cap ETF worth $1.92M as of Q2 2026.
Empirical Wealth Management sold 3,101 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $228K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #279 holding.
Empirical Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 40 quarters since.
Empirical Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.96M in Q4 2025.
1,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.