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

EPG 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 		$8.69M Buy
112,759
+1,905
+2% +$140K 2.08% 10
2026
Q1 		$7.49M Buy
110,854
+883
+0.8% +$61.3K 2.03% 11
2025
Q4 		$7.26M Buy
109,971
+1,283
+1% +$84K 1.95% 11
2025
Q3 		$7.09M Buy
108,688
+1,605
+1% +$103K 1.95% 10
2025
Q2 		$6.64M Buy
107,083
+76
+0.1% +$4.46K 1.99% 10
2025
Q1 		$6.24M Buy
107,007
+2,108
+2% +$131K 1.74% 10
2024
Q4 		$6.54M Sell
104,899
-9,677
-8% -$621K 1.72% 10
2024
Q3 		$7.14M Buy
+114,576
New +$6.91M 1.8% 9
2024
Q2 		– Sell
-128,016
Closed -$7.52M – 9
2024
Q1 		$7.78M Sell
128,016
-469
-0.4% -$26.6K 1.9% 9
2023
Q4 		$7.09M Buy
128,485
+15,220
+13% +$772K 1.87% 9
2023
Q3 		$5.65M Buy
113,265
+1,475
+1% +$77.3K 1.7% 10
2023
Q2 		$5.85M Sell
111,790
-1,330
-1% -$66.1K 1.73% 9
2023
Q1 		$5.66M Sell
113,120
-830
-0.7% -$42.3K 1.79% 9
2022
Q4 		$5.51M Buy
113,950
+2,410
+2% +$116K 2.1% 8
2022
Q3 		$4.89M Buy
111,540
+12,785
+13% +$618K 2.01% 9
2022
Q2 		$4.47M Sell
98,755
-1,350
-1% -$66.6K 1.91% 9
2022
Q1 		$5.37M Buy
100,105
+8,265
+9% +$440K 1.86% 9
2021
Q4 		$5.2M Buy
91,840
+2,155
+2% +$120K 1.83% 9
2021
Q3 		$4.72M Buy
89,685
+3,155
+4% +$170K 1.89% 9
2021
Q2 		$4.65M Buy
86,530
+5,475
+7% +$296K 1.97% 8
2021
Q1 		$4.22M Buy
81,055
+75,365
+1,325% +$3.76M 2.05% 8
2020
Q4 		$262K Sell
5,690
-3,920
-41% -$165K 0.16% 117
2020
Q3 		$356K Sell
9,610
-485
-5% -$18.1K 0.26% 87
2020
Q2 		$359K Sell
10,095
-28,795
-74% -$956K 0.25% 94
2020
Q1 		$1.12M Buy
38,890
+2,135
+6% +$79.4K 0.82% 25
2019
Q4 		$1.51M Buy
+36,755
New +$1.46M 1.11% 22

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EPG Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, buying an estimated $140K and bringing the position to 112,759 shares worth $8.69M. The position accounts for 2.08% of the portfolio, ranked #10.

EPG Wealth Management first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • EPG Wealth Management held 112,759 shares of iShares Core S&P Mid-Cap ETF worth $8.69M as of Q2 2026.
  • EPG Wealth Management bought 1,905 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $140K.
  • iShares Core S&P Mid-Cap ETF made up 2.08% of EPG Wealth Management's portfolio in Q2 2026, its #10 holding.
  • EPG Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.