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

Fingerlakes 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 		$410K Buy
5,321
+8
+0.2% +$587 0.22% 76
2026
Q1 		$359K Buy
5,313
+8
+0.2% +$555 0.24% 76
2025
Q4 		$350K Buy
5,305
+91
+2% +$5.96K 0.22% 76
2025
Q3 		$340K Buy
5,214
+152
+3% +$9.77K 0.22% 77
2025
Q2 		$314K Sell
5,062
-35
-0.7% -$2.06K 0.23% 77
2025
Q1 		$297K Buy
5,097
+1,149
+29% +$71.4K 0.25% 74
2024
Q4 		$246K Sell
3,948
-9
-0.2% -$577 0.2% 79
2024
Q3 		$247K Buy
3,957
+14
+0.4% +$844 0.21% 80
2024
Q2 		$231K Buy
3,943
+10
+0.3% +$587 0.21% 84
2024
Q1 		$239K Buy
+3,933
New +$223K 0.23% 84

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.15% in Q2 2026, buying an estimated $587 and bringing the position to 5,321 shares worth $410K. The position accounts for 0.22% of the portfolio, ranked #76.

Fingerlakes Wealth Management first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. 908 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Fingerlakes Wealth Management held 5,321 shares of iShares Core S&P Mid-Cap ETF worth $410K as of Q2 2026.
  • Fingerlakes Wealth Management bought 8 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $587.
  • iShares Core S&P Mid-Cap ETF made up 0.22% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Fingerlakes Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.