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Fountainhead AM’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fountainhead AM’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 		$355K Sell
4,604
-3,041
-40% -$223K 0.26% 62
2026
Q1 		$516K Buy
7,645
+674
+10% +$46.8K 0.46% 49
2025
Q4 		$460K Buy
6,971
+525
+8% +$34.4K 0.68% 36
2025
Q3 		$421K Buy
6,446
+434
+7% +$27.9K 0.06% 134
2025
Q2 		$373K Sell
6,012
-161
-3% -$9.45K 0.05% 137
2025
Q1 		$360K Buy
6,173
+492
+9% +$30.6K 0.06% 121
2024
Q4 		$354K Buy
5,681
+23
+0.4% +$1.48K 0.06% 108
2024
Q3 		$353K Sell
5,658
-92
-2% -$5.55K 0.07% 91
2024
Q2 		$337K Sell
5,750
-2,035
-26% -$120K 0.08% 82
2024
Q1 		$473K Sell
7,785
-215
-3% -$12.2K 0.12% 69
2023
Q4 		$443K Sell
8,000
-1,085
-12% -$55K 0.12% 65
2023
Q3 		$453K Buy
9,085
+10
+0.1% +$524 0.16% 52
2023
Q2 		$475K Sell
9,075
-1,100
-11% -$54.7K 0.17% 46
2023
Q1 		$509K Buy
10,175
+1,400
+16% +$71.3K 0.2% 43
2022
Q4 		$424K Buy
8,775
+25
+0.3% +$1.21K 0.19% 44
2022
Q3 		$384K Sell
8,750
-75
-0.8% -$3.63K 0.19% 45
2022
Q2 		$399K Buy
8,825
+20
+0.2% +$987 0.22% 41
2022
Q1 		$472K Sell
8,805
-255
-3% -$13.6K 0.21% 36
2021
Q4 		$513K Buy
9,060
+375
+4% +$20.9K 0.22% 37
2021
Q3 		$457K Buy
8,685
+30
+0.3% +$1.61K 0.22% 36
2021
Q2 		$451K Hold
8,655
– – 0.24% 33
2021
Q1 		$451K Buy
8,655
+775
+10% +$38.7K 0.24% 33
2020
Q4 		$362K Buy
+7,880
New +$332K 0.23% 36

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fountainhead AM's IJH Position: Q2 2026 in Review

Fountainhead AM reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 40% in Q2 2026, selling an estimated $223K and leaving 4,604 shares worth $355K. The position accounts for 0.26% of the portfolio, ranked #62.

Fountainhead AM first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $516K in Q1 2026. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Fountainhead AM held 4,604 shares of iShares Core S&P Mid-Cap ETF worth $355K as of Q2 2026.
  • Fountainhead AM sold 3,041 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $223K.
  • iShares Core S&P Mid-Cap ETF made up 0.26% of Fountainhead AM's portfolio in Q2 2026, its #62 holding.
  • Fountainhead AM first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Fountainhead AM's iShares Core S&P Mid-Cap ETF position peaked at $516K in Q1 2026.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.