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

ForthRight 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	$3.89M	Sell	50,455 -437	-0.9%	-$32.1K	1%	18
2026 Q1	$3.44M	Buy	50,892 +87	+0.2%	+$6.04K	0.97%	17
2025 Q4	$3.35M	Sell	50,805 -1,068	-2%	-$70K	0.96%	18
2025 Q3	$3.39M	Sell	51,873 -28	-0.1%	-$1.8K	0.98%	18
2025 Q2	$3.22M	Buy	51,901 +862	+2%	+$50.6K	1%	18
2025 Q1	$2.98M	Sell	51,039 -40	-0.1%	-$2.48K	1%	18
2024 Q4	$3.18M	Sell	51,079 -1,569	-3%	-$101K	1.06%	17
2024 Q3	$3.28M	Sell	52,648 -8,195	-13%	-$494K	1.09%	18
2024 Q2	$3.56M	Sell	60,843 -2,435	-4%	-$143K	1.28%	16
2024 Q1	$3.84M	Sell	63,278 -1,372	-2%	-$77.7K	1.38%	15
2023 Q4	$3.58M	Buy	64,650 +340	+0.5%	+$17.2K	1.39%	16
2023 Q3	$3.21M	Sell	64,310 -1,115	-2%	-$58.4K	1.38%	15
2023 Q2	$3.42M	Sell	65,425 -83,940	-56%	-$4.17M	1.43%	14
2023 Q1	$7.47M	Sell	149,365 -25,965	-15%	-$1.32M	3.42%	10
2022 Q4	$8.48M	Buy	175,330 +5,270	+3%	+$255K	4.34%	6
2022 Q3	$7.46M	Buy	170,060 +8,470	+5%	+$409K	4.37%	7
2022 Q2	$7.31M	Buy	161,590 +6,865	+4%	+$339K	4.06%	8
2022 Q1	$8.3M	Buy	154,725 +30,915	+25%	+$1.65M	4.29%	7
2021 Q4	$7.01M	Buy	123,810 +2,900	+2%	+$161K	3.83%	7
2021 Q3	$6.36M	Buy	120,910 +3,940	+3%	+$212K	3.86%	7
2021 Q2	$6.29M	Buy	116,970 +805	+0.7%	+$43.5K	3.99%	7
2021 Q1	$6.05M	Sell	116,165 -7,370	-6%	-$368K	4.1%	7
2020 Q4	$5.68M	Buy	+123,535	New	+$5.21M	4.46%	6

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

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

ForthRight Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.86% in Q2 2026, selling an estimated $32.1K and leaving 50,455 shares worth $3.89M. The position accounts for 1% of the portfolio, ranked #18.

ForthRight Wealth Management first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.48M in Q4 2022. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

ForthRight Wealth Management held 50,455 shares of iShares Core S&P Mid-Cap ETF worth $3.89M as of Q2 2026.
ForthRight Wealth Management sold 437 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $32.1K.
iShares Core S&P Mid-Cap ETF made up 1% of ForthRight Wealth Management's portfolio in Q2 2026, its #18 holding.
ForthRight Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
ForthRight Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $8.48M in Q4 2022.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.