FWM
IJH icon

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

Forza 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 		$5.12M Hold
66,452
– – 1.57% 15
2026
Q1 		$4.49M Buy
66,452
+55
+0.1% +$3.81K 1.56% 16
2025
Q4 		$4.38M Sell
66,397
-245
-0.4% -$16K 1.58% 16
2025
Q3 		$4.35M Sell
66,642
-505
-0.8% -$32.5K 1.67% 13
2025
Q2 		$4.16M Buy
67,147
+6,100
+10% +$358K 1.71% 15
2025
Q1 		$3.56M Sell
61,047
-150
-0.2% -$9.31K 1.6% 15
2024
Q4 		$3.81M Buy
61,197
+3,324
+6% +$213K 1.74% 12
2024
Q3 		$3.61M Buy
57,873
+1,648
+3% +$99.4K 1.65% 11
2024
Q2 		$3.29M Sell
56,225
-560
-1% -$32.9K 1.7% 11
2024
Q1 		$3.45M Hold
56,785
– – 1.79% 10
2023
Q4 		$3.15M Sell
56,785
-500
-0.9% -$25.4K 1.74% 11
2023
Q3 		$2.86M Hold
57,285
– – 1.47% 16
2023
Q2 		$3M Hold
57,285
– – 1.51% 15
2023
Q1 		$2.87M Hold
57,285
– – 1.48% 15
2022
Q4 		$2.77M Buy
+57,285
New +$2.77M 1.84% 13

Other funds holding IJH

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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Forza Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 66,452 shares worth $5.12M. The position accounts for 1.57% of the portfolio, ranked #15.

Forza Wealth Management first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Forza Wealth Management held 66,452 shares of iShares Core S&P Mid-Cap ETF worth $5.12M as of Q2 2026.
  • Forza Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 1.57% of Forza Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Forza Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.