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

Enzi 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	$2.08M	Sell	27,574 -37	-0.1%	-$2.71K	0.66%	22
2026 Q1	$1.86M	Sell	27,611 -975	-3%	-$67.6K	0.65%	21
2025 Q4	$1.98M	Sell	28,586 -7,706	-21%	-$505K	0.7%	22
2025 Q3	$2.34M	Sell	36,292 -171	-0.5%	-$11K	0.82%	21
2025 Q2	$2.31M	Sell	36,463 -210	-0.6%	-$12.3K	0.85%	20
2025 Q1	$2.08M	Hold	36,673	–	–	0.84%	20
2024 Q4	$2.4M	Sell	36,673 -222	-0.6%	-$14.2K	0.91%	19
2024 Q3	$2.34M	Sell	36,895 -25	-0.1%	-$1.51K	0.91%	19
2024 Q2	$2.14M	Sell	36,920 -450	-1%	-$26.4K	0.94%	17
2024 Q1	$2.14M	Sell	37,370 -305	-0.8%	-$17.3K	1%	17
2023 Q4	$2.08M	Sell	37,675 -10,055	-21%	-$510K	1%	17
2023 Q3	$2.33M	Sell	47,730 -13,945	-23%	-$731K	1.23%	15
2023 Q2	$3.32M	Sell	61,675 -77,230	-56%	-$3.84M	1.69%	10
2023 Q1	$6.94M	Sell	138,905 -145,890	-51%	-$7.43M	3.56%	9
2022 Q4	$14.6M	Sell	284,795 -27,995	-9%	-$1.35M	6.99%	5
2022 Q3	$15.8M	Buy	+312,790	New	+$15.1M	7.74%	4

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

Enzi Wealth's IJH Position: Q2 2026 in Review

Enzi Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.13% in Q2 2026, selling an estimated $2.71K and leaving 27,574 shares worth $2.08M. The position accounts for 0.66% of the portfolio, ranked #22.

Enzi Wealth first reported a position in IJH in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.8M in Q3 2022. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Enzi Wealth held 27,574 shares of iShares Core S&P Mid-Cap ETF worth $2.08M as of Q2 2026.
Enzi Wealth sold 37 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.71K.
iShares Core S&P Mid-Cap ETF made up 0.66% of Enzi Wealth's portfolio in Q2 2026, its #22 holding.
Enzi Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Enzi Wealth's iShares Core S&P Mid-Cap ETF position peaked at $15.8M in Q3 2022.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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