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

Hibernia Wealth Partners’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	$202K	Sell	2,624 -2,949	-53%	-$216K	0.11%	80
2026 Q1	$376K	Buy	5,573 +339	+6%	+$23.5K	0.11%	76
2025 Q4	$345K	Buy	+5,234	New	+$343K	0.1%	73
2025 Q3	–	Sell	-5,101	Closed	-$316K	–	72
2025 Q2	$316K	Buy	+5,101	New	+$299K	0.1%	74
2024 Q4	–	Sell	-5,890	Closed	-$367K	–	86
2024 Q3	$367K	Buy	+5,890	New	+$355K	0.11%	81
2024 Q2	–	Sell	-5,379	Closed	-$327K	–	103
2024 Q1	$327K	Buy	5,379 +1,099	+26%	+$62.2K	0.22%	56
2023 Q4	$237K	Buy	4,280 +3,760	+723%	+$191K	0.18%	60
2023 Q3	$26K	Buy	+520	New	+$27.3K	0.02%	115

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

Hibernia Wealth Partners's IJH Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 53% in Q2 2026, selling an estimated $216K and leaving 2,624 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #80.

Hibernia Wealth Partners first reported a position in IJH in Q3 2023 and has held it in 8 quarters since. The position peaked at $376K in Q1 2026. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hibernia Wealth Partners held 2,624 shares of iShares Core S&P Mid-Cap ETF worth $202K as of Q2 2026.
Hibernia Wealth Partners sold 2,949 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $216K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Hibernia Wealth Partners's portfolio in Q2 2026, its #80 holding.
Hibernia Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 8 quarters since.
Hibernia Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $376K in Q1 2026.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.