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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$318K Buy
4,126
+162
+4% +$11.9K 0.11% 85
2026
Q1
$268K Sell
3,964
-10
-0.3% -$694 0.17% 68
2025
Q4
$262K Sell
3,974
-159
-4% -$10.4K 0.17% 70
2025
Q3
$270K Buy
+4,133
New +$266K 0.22% 70

Other funds holding IJH

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

Equity Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q2 2026, buying an estimated $11.9K and bringing the position to 4,126 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #85.

Equity Wealth Partners first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Equity Wealth Partners held 4,126 shares of iShares Core S&P Mid-Cap ETF worth $318K as of Q2 2026.
  • Equity Wealth Partners bought 162 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Equity Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Equity Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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