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

Heritage Wealth Management (Texas)’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 		$2.19M Sell
28,408
-3,627
-11% -$266K 0.84% 13
2026
Q1 		$2.16M Sell
32,035
-3,316
-9% -$230K 0.92% 13
2025
Q4 		$2.33M Sell
35,351
-4,107
-10% -$269K 1.01% 13
2025
Q3 		$2.58M Sell
39,458
-1,488
-4% -$95.6K 1.14% 13
2025
Q2 		$2.54M Sell
40,946
-2,333
-5% -$137K 1.26% 13
2025
Q1 		$2.53M Sell
43,279
-3,600
-8% -$224K 1.46% 12
2024
Q4 		$2.92M Sell
46,879
-1,980
-4% -$127K 1.72% 11
2024
Q3 		$3.04M Sell
48,859
-792
-2% -$47.8K 1.77% 11
2024
Q2 		$2.91M Sell
49,651
-1,331
-3% -$78.2K 1.81% 11
2024
Q1 		$3.1M Sell
50,982
-868
-2% -$49.1K 2.01% 11
2023
Q4 		$2.87M Sell
51,850
-400
-0.8% -$20.3K 2.03% 11
2023
Q3 		$2.61M Sell
52,250
-815
-2% -$42.7K 2.37% 9
2023
Q2 		$2.77M Sell
53,065
-2,240
-4% -$111K 2.46% 9
2023
Q1 		$2.77M Sell
55,305
-1,310
-2% -$66.7K 2.66% 8
2022
Q4 		$2.74M Buy
+56,615
New +$2.74M 2.78% 8

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Heritage Wealth Management (Texas) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, selling an estimated $266K and leaving 28,408 shares worth $2.19M. The position accounts for 0.84% of the portfolio, ranked #13.

Heritage Wealth Management (Texas) first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.1M in Q1 2024. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Heritage Wealth Management (Texas) held 28,408 shares of iShares Core S&P Mid-Cap ETF worth $2.19M as of Q2 2026.
  • Heritage Wealth Management (Texas) sold 3,627 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $266K.
  • iShares Core S&P Mid-Cap ETF made up 0.84% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #13 holding.
  • Heritage Wealth Management (Texas) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Heritage Wealth Management (Texas)'s iShares Core S&P Mid-Cap ETF position peaked at $3.1M in Q1 2024.
  • 2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.