Higgins & Schmidt Wealth Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$2.56M	Sell	33,159 -444	-1%	-$32.6K	1.06%	16
2026 Q1	$2.27M	Sell	33,603 -815	-2%	-$56.5K	1.04%	18
2025 Q4	$2.27M	Sell	34,418 -57	-0.2%	-$3.73K	1.08%	17
2025 Q3	$2.25M	Sell	34,475 -32	-0.1%	-$2.06K	1.14%	17
2025 Q2	$2.14M	Sell	34,507 -44	-0.1%	-$2.58K	1.18%	15
2025 Q1	$2.02M	Sell	34,551 -279	-0.8%	-$17.3K	1.19%	15
2024 Q4	$2.17M	Sell	34,830 -9,503	-21%	-$609K	1.35%	15
2024 Q3	$2.76M	Sell	44,333 -52	-0.1%	-$3.14K	1.78%	13
2024 Q2	$2.6M	Sell	44,385 -121	-0.3%	-$7.11K	1.87%	13
2024 Q1	$2.7M	Buy	44,506 +421	+1%	+$23.8K	1.99%	13
2023 Q4	$2.44M	Buy	+44,085	New	+$2.24M	1.97%	13

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Higgins & Schmidt Wealth Strategies's IJH Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, selling an estimated $32.6K and leaving 33,159 shares worth $2.56M. The position accounts for 1.06% of the portfolio, ranked #16.

Higgins & Schmidt Wealth Strategies first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.76M in Q3 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 33,159 shares of iShares Core S&P Mid-Cap ETF worth $2.56M as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 444 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $32.6K.
iShares Core S&P Mid-Cap ETF made up 1.06% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #16 holding.
Higgins & Schmidt Wealth Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Higgins & Schmidt Wealth Strategies's iShares Core S&P Mid-Cap ETF position peaked at $2.76M in Q3 2024.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.