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

Flagship Wealth Advisors’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	$79.4K	Hold	1,030	–	–	0.02%	227
2026 Q1	$63.9K	Hold	1,030	–	–	0.03%	177
2025 Q4	$68K	Hold	1,030	–	–	0.02%	193
2025 Q3	$67.2K	Hold	1,030	–	–	0.02%	198
2025 Q2	$63.9K	Hold	1,030	–	–	0.02%	192
2025 Q1	$60.1K	Hold	1,030	–	–	0.03%	189
2024 Q4	$64.2K	Buy	+1,030	New	+$66.1K	0.04%	165

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

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

Flagship Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 1,030 shares worth $79.4K. The position accounts for 0.02% of the portfolio, ranked #227.

Flagship Wealth Advisors first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Flagship Wealth Advisors held 1,030 shares of iShares Core S&P Mid-Cap ETF worth $79.4K as of Q2 2026.
Flagship Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #227 holding.
Flagship Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.