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

Heartwood Wealth Advisors’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	$408K	Sell	5,293 -511	-9%	-$37.5K	0.03%	157
2026 Q1	$392K	Buy	5,804 +1,734	+43%	+$120K	0.03%	147
2025 Q4	$269K	Buy	4,070 +279	+7%	+$18.3K	0.02%	170
2025 Q3	$247K	Hold	3,791	–	–	0.02%	181
2025 Q2	$235K	Sell	3,791 -100	-3%	-$5.87K	0.02%	170
2025 Q1	$227K	Buy	3,891 +431	+12%	+$26.8K	0.03%	166
2024 Q4	$216K	Hold	3,460	–	–	0.02%	164
2024 Q3	$216K	Hold	3,460	–	–	0.02%	168
2024 Q2	$202K	Hold	3,460	–	–	0.02%	170
2024 Q1	$210K	Sell	3,460 -290	-8%	-$16.4K	0.03%	155
2023 Q4	$208K	Buy	+3,750	New	+$190K	0.03%	140
2023 Q1	–	Sell	-4,195	Closed	-$203K	–	136
2022 Q4	$203K	Buy	+4,195	New	+$203K	0.03%	123
2022 Q3	–	Sell	-6,950	Closed	-$314K	–	114
2022 Q2	$314K	Buy	+6,950	New	+$343K	0.05%	95

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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

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

Heartwood Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.8% in Q2 2026, selling an estimated $37.5K and leaving 5,293 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #157.

Heartwood Wealth Advisors first reported a position in IJH in Q2 2022 and has held it in 13 quarters since. 1,004 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Heartwood Wealth Advisors held 5,293 shares of iShares Core S&P Mid-Cap ETF worth $408K as of Q2 2026.
Heartwood Wealth Advisors sold 511 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $37.5K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Heartwood Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 13 quarters since.
1,004 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.