Heritage Wealth Management (Ohio)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Heritage Wealth Management (Ohio)’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	$260K	Buy	+3,372	New	+$247K	0.06%	244
2026 Q1	–	Sell	-3,469	Closed	-$229K	–	191
2025 Q4	$229K	Buy	3,469 +261	+8%	+$17.1K	0.06%	239
2025 Q3	$209K	Sell	3,208 -245	-7%	-$15.7K	0.06%	235
2025 Q2	$214K	Buy	+3,453	New	+$203K	0.07%	225

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

Heritage Wealth Management (Ohio)'s IJH Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 3,372 shares worth $260K. The stake represents 0.06% of the portfolio and ranks #244 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in IJH as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,372 shares of iShares Core S&P Mid-Cap ETF worth $260K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #244 holding.
Heritage Wealth Management (Ohio) first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.