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

Fairway 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	$16.3M	Buy	211,922 +5,440	+3%	+$399K	3.74%	11
2026 Q1	$13.9M	Sell	206,482 -317	-0.2%	-$22K	3.68%	11
2025 Q4	$13.6M	Buy	206,799 +7,813	+4%	+$512K	3.68%	11
2025 Q3	$13M	Buy	198,986 +7,325	+4%	+$471K	3.64%	11
2025 Q2	$11.9M	Buy	191,661 +3,959	+2%	+$232K	3.8%	11
2025 Q1	$11M	Buy	187,702 +23,510	+14%	+$1.46M	4.05%	12
2024 Q4	$10.2M	Buy	164,192 +24,750	+18%	+$1.59M	4.61%	8
2024 Q3	$8.69M	Buy	139,442 +15,162	+12%	+$914K	4.41%	8
2024 Q2	$7.27M	Buy	124,280 +34,787	+39%	+$2.04M	4.29%	10
2024 Q1	$5.44M	Buy	89,493 +9,708	+12%	+$550K	3.69%	11
2023 Q4	$4.42M	Buy	+79,785	New	+$4.05M	3.39%	13

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fairway Wealth's IJH Position: Q2 2026 in Review

Fairway Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, buying an estimated $399K and bringing the position to 211,922 shares worth $16.3M. The position accounts for 3.74% of the portfolio, ranked #11.

Fairway Wealth first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fairway Wealth held 211,922 shares of iShares Core S&P Mid-Cap ETF worth $16.3M as of Q2 2026.
Fairway Wealth bought 5,440 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $399K.
iShares Core S&P Mid-Cap ETF made up 3.74% of Fairway Wealth's portfolio in Q2 2026, its #11 holding.
Fairway Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.