GenWealth Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

GenWealth Group’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	$29.9M	Buy	+388,111	New	+$28.5M	4.66%	8
2026 Q1	–	Sell	-415,644	Closed	-$28.6M	–	89
2025 Q4	$28.6M	Buy	415,644 +17,832	+4%	+$1.17M	4.87%	7
2025 Q3	$26M	Sell	397,812 -13,164	-3%	-$846K	4.83%	7
2025 Q2	$25.5M	Buy	+410,976	New	+$24.1M	5.14%	7
2025 Q1	–	Sell	-304,374	Closed	-$19M	–	75
2024 Q4	$19M	Buy	304,374 +5,248	+2%	+$337K	4.32%	10
2024 Q3	$18.6M	Buy	299,126 +8,087	+3%	+$488K	4.29%	9
2024 Q2	$17M	Buy	291,039 +3,644	+1%	+$214K	4.19%	10
2024 Q1	$17.5M	Buy	+287,395	New	+$16.3M	4.4%	10
2022 Q1	–	Sell	-3,620	Closed	-$205K	–	75
2021 Q4	$205K	Sell	3,620 -175	-5%	-$9.74K	0.06%	67
2021 Q3	$200K	Sell	3,795 -185	-5%	-$9.95K	0.06%	62
2021 Q2	$213K	Sell	3,980 -180	-4%	-$9.72K	0.06%	60
2021 Q1	$216K	Sell	4,160 -5,555	-57%	-$277K	0.07%	65
2020 Q4	$447K	Sell	9,715 -1,150	-11%	-$48.5K	0.15%	47
2020 Q3	$427K	Sell	10,865 -1,265	-10%	-$47.3K	0.15%	48
2020 Q2	$428K	Sell	12,130 -700	-5%	-$23.2K	0.17%	47
2020 Q1	$369K	Sell	12,830 -1,455	-10%	-$54.1K	0.16%	38
2019 Q4	$588K	Sell	14,285 -1,020	-7%	-$40.4K	0.23%	44
2019 Q3	$591K	Hold	15,305	–	–	0.25%	41
2019 Q2	$594K	Buy	15,305 +4,980	+48%	+$191K	0.25%	39
2019 Q1	$396K	Buy	10,325 +145	+1%	+$5.36K	0.18%	45
2018 Q4	$338K	Buy	10,180 +365	+4%	+$13.3K	0.17%	43
2018 Q3	$390K	Hold	9,815	–	–	0.18%	44
2018 Q2	$383K	Sell	9,815 -230	-2%	-$8.88K	0.19%	44
2018 Q1	$376K	Buy	10,045 +1,565	+18%	+$59.9K	0.19%	44
2017 Q4	$336K	Buy	8,480 +1,840	+28%	+$68K	0.17%	49
2017 Q3	$237K	Sell	6,640 -1,825	-22%	-$63.6K	0.14%	51
2017 Q2	$294K	Buy	+8,465	New	+$292K	0.2%	43

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

GenWealth Group's IJH Position: Q2 2026 in Review

GenWealth Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 388,111 shares worth $29.9M. The stake represents 4.66% of the portfolio and ranks #8 among its holdings. This is a return to the name: GenWealth Group previously reported a position in IJH as recently as Q4 2025.

GenWealth Group first reported a position in IJH in Q2 2017 and has held it in 27 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

GenWealth Group held 388,111 shares of iShares Core S&P Mid-Cap ETF worth $29.9M as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new GenWealth Group position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 4.66% of GenWealth Group's portfolio in Q2 2026, its #8 holding.
GenWealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 27 quarters since.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.