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

Global 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	$7.24M	Sell	93,836 -5,393	-5%	-$396K	3.68%	9
2026 Q1	$6.7M	Sell	99,229 -728	-0.7%	-$50.5K	3.65%	9
2025 Q4	$6.6M	Sell	99,957 -6,001	-6%	-$393K	3.55%	10
2025 Q3	$6.91M	Sell	105,958 -170	-0.2%	-$10.9K	3.63%	10
2025 Q2	$6.75M	Sell	106,128 -8,258	-7%	-$485K	3.7%	9
2025 Q1	$6.67M	Sell	114,386 -3,542	-3%	-$220K	3.85%	8
2024 Q4	$7.35M	Buy	117,928 +2,047	+2%	+$131K	4.69%	8
2024 Q3	$7.22M	Buy	+115,881	New	+$6.99M	4.89%	8

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

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

Global Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.4% in Q2 2026, selling an estimated $396K and leaving 93,836 shares worth $7.24M. The position accounts for 3.68% of the portfolio, ranked #9.

Global Wealth Management first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.35M in Q4 2024. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Global Wealth Management held 93,836 shares of iShares Core S&P Mid-Cap ETF worth $7.24M as of Q2 2026.
Global Wealth Management sold 5,393 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $396K.
iShares Core S&P Mid-Cap ETF made up 3.68% of Global Wealth Management's portfolio in Q2 2026, its #9 holding.
Global Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.35M in Q4 2024.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.