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

Genesis 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 		$3.86M Buy
50,031
+10,140
+25% +$744K 1.08% 30
2026
Q1 		$2.69M Buy
39,891
+129
+0.3% +$8.95K 0.85% 33
2025
Q4 		$2.62M Buy
+39,762
New +$2.6M 0.81% 35

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Genesis Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 25% in Q2 2026, buying an estimated $744K and bringing the position to 50,031 shares worth $3.86M. The position accounts for 1.08% of the portfolio, ranked #30.

Genesis Private Wealth first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Genesis Private Wealth held 50,031 shares of iShares Core S&P Mid-Cap ETF worth $3.86M as of Q2 2026.
  • Genesis Private Wealth bought 10,140 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $744K.
  • iShares Core S&P Mid-Cap ETF made up 1.08% of Genesis Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Genesis Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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