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

Flywheel Private 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 		$5.69M Sell
73,749
-1,651
-2% -$121K 2.8% 9
2026
Q1 		$5.09M Sell
75,400
-476
-0.6% -$33K 2.9% 9
2025
Q4 		$5.01M Sell
75,876
-68
-0.1% -$4.45K 3.13% 9
2025
Q3 		$4.96M Sell
75,944
-899
-1% -$57.8K 3.87% 6
2025
Q2 		$4.77M Sell
76,843
-7,323
-9% -$430K 3.82% 7
2025
Q1 		$4.91M Sell
84,166
-2,070
-2% -$129K 4.48% 6
2024
Q4 		$5.37M Buy
+86,236
New +$5.53M 4.94% 6

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Flywheel Private Wealth's IJH Position: Q2 2026 in Review

Flywheel Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q2 2026, selling an estimated $121K and leaving 73,749 shares worth $5.69M. The position accounts for 2.8% of the portfolio, ranked #9.

Flywheel Private Wealth first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Flywheel Private Wealth held 73,749 shares of iShares Core S&P Mid-Cap ETF worth $5.69M as of Q2 2026.
  • Flywheel Private Wealth sold 1,651 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $121K.
  • iShares Core S&P Mid-Cap ETF made up 2.8% of Flywheel Private Wealth's portfolio in Q2 2026, its #9 holding.
  • Flywheel Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.