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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.1M Buy
390,586
+26,838
+7% +$1.97M 3.21% 8
2026
Q1
$24.6M Buy
363,748
+21,944
+6% +$1.52M 3.16% 8
2025
Q4
$22.6M Buy
341,804
+12,093
+4% +$792K 3.09% 9
2025
Q3
$21.5M Buy
329,711
+38,888
+13% +$2.5M 3.04% 8
2025
Q2
$18.4M Buy
290,823
+28,206
+11% +$1.66M 2.99% 8
2025
Q1
$15.3M Buy
262,617
+9,665
+4% +$600K 3.45% 8
2024
Q4
$16.3M Buy
252,952
+16,365
+7% +$1.05M 3.99% 6
2024
Q3
$14.7M Buy
236,587
+24,082
+11% +$1.45M 3.91% 6
2024
Q2
$12.4M Buy
212,505
+14,932
+8% +$877K 4.17% 5
2024
Q1
$12M Buy
197,573
+28,328
+17% +$1.6M 4.26% 6
2023
Q4
$9.38M Buy
169,245
+19,055
+13% +$966K 3.99% 5
2023
Q3
$7.49M Buy
150,190
+36,400
+32% +$1.91M 3.77% 6
2023
Q2
$6.05M Buy
113,790
+21,545
+23% +$1.07M 3.04% 9
2023
Q1
$4.62M Buy
92,245
+16,220
+21% +$826K 2.68% 8
2022
Q4
$3.68M Buy
76,025
+10,440
+16% +$504K 2.62% 8
2022
Q3
$2.88M Buy
65,585
+5,990
+10% +$290K 2.39% 8
2022
Q2
$3M Buy
+59,595
New +$2.94M 2.97% 6

Other funds holding IJH

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

FSM Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.4% in Q2 2026, buying an estimated $1.97M and bringing the position to 390,586 shares worth $30.1M. The position accounts for 3.21% of the portfolio, ranked #8.

FSM Wealth Advisors first reported a position in IJH in Q2 2022 and has held it in 17 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • FSM Wealth Advisors held 390,586 shares of iShares Core S&P Mid-Cap ETF worth $30.1M as of Q2 2026.
  • FSM Wealth Advisors bought 26,838 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.97M.
  • iShares Core S&P Mid-Cap ETF made up 3.21% of FSM Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • FSM Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.