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

HB 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	$18.4M	Buy	238,035 +44,583	+23%	+$3.27M	0.1%	110
2026 Q1	$13.1M	Buy	193,452 +14,082	+8%	+$977K	0.08%	128
2025 Q4	$11.8M	Sell	179,370 -7,082	-4%	-$464K	0.08%	137
2025 Q3	$12.2M	Buy	186,452 +42,225	+29%	+$2.71M	0.08%	131
2025 Q2	$8.94M	Sell	144,227 -27,411	-16%	-$1.61M	0.07%	150
2025 Q1	$10M	Buy	171,638 +26,283	+18%	+$1.63M	0.08%	127
2024 Q4	$9.06M	Buy	145,355 +22,086	+18%	+$1.42M	0.09%	103
2024 Q3	$7.68M	Buy	123,269 +6,106	+5%	+$368K	0.08%	118
2024 Q2	$6.86M	Buy	117,163 +1,205	+1%	+$70.8K	0.08%	119
2024 Q1	$7.04M	Buy	115,958 +13,428	+13%	+$760K	0.09%	118
2023 Q4	$5.68M	Sell	102,530 -12,065	-11%	-$612K	0.08%	125
2023 Q3	$5.71M	Sell	114,595 -1,375	-1%	-$72.1K	0.09%	113
2023 Q2	$6.06M	Buy	115,970 +115	+0.1%	+$5.71K	0.1%	107
2023 Q1	$5.8M	Buy	115,855 +7,545	+7%	+$384K	0.1%	102
2022 Q4	$5.24M	Buy	108,310 +31,390	+41%	+$1.52M	0.1%	105
2022 Q3	$3.37M	Buy	76,920 +3,750	+5%	+$181K	0.07%	132
2022 Q2	$3.31M	Buy	73,170 +14,135	+24%	+$698K	0.07%	137
2022 Q1	$3.17M	Buy	59,035 +555	+0.9%	+$29.5K	0.06%	138
2021 Q4	$3.31M	Buy	+58,480	New	+$3.26M	0.07%	116

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HB Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 23% in Q2 2026, buying an estimated $3.27M and bringing the position to 238,035 shares worth $18.4M. The position accounts for 0.1% of the portfolio, ranked #110.

HB Wealth Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

HB Wealth Management held 238,035 shares of iShares Core S&P Mid-Cap ETF worth $18.4M as of Q2 2026.
HB Wealth Management bought 44,583 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.27M.
iShares Core S&P Mid-Cap ETF made up 0.1% of HB Wealth Management's portfolio in Q2 2026, its #110 holding.
HB Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.