Exit Wealth Advisors’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
$994K Buy
12,886
+2,331
+22% +$171K 0.45% 56
2026
Q1
$713K Buy
10,555
+2,000
+23% +$139K 0.37% 53
2025
Q4
$565K Sell
8,555
-388
-4% -$25.4K 0.33% 61
2025
Q3
$584K Buy
+8,943
New +$575K 0.39% 62

Other funds holding IJH

Exit Wealth Advisors's IJH Position: Q2 2026 in Review

Exit Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q2 2026, buying an estimated $171K and bringing the position to 12,886 shares worth $994K. The position accounts for 0.45% of the portfolio, ranked #56.

Exit Wealth Advisors first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Exit Wealth Advisors held 12,886 shares of iShares Core S&P Mid-Cap ETF worth $994K as of Q2 2026.
  • Exit Wealth Advisors bought 2,331 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $171K.
  • iShares Core S&P Mid-Cap ETF made up 0.45% of Exit Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Exit Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.