High Net Worth Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

High Net Worth Advisory Group’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	$3.83M	Sell	49,637 -3,807	-7%	-$279K	0.81%	28
2026 Q1	$3.61M	Sell	53,444 -2,587	-5%	-$179K	0.84%	30
2025 Q4	$3.7M	Buy	56,031 +1,822	+3%	+$119K	0.85%	30
2025 Q3	$3.54M	Sell	54,209 -2,489	-4%	-$160K	0.85%	29
2025 Q2	$3.52M	Sell	56,698 -1,068	-2%	-$62.7K	0.93%	29
2025 Q1	$3.37M	Buy	57,766 +19,780	+52%	+$1.23M	0.95%	28
2024 Q4	$2.37M	Buy	37,986 +2,055	+6%	+$132K	0.66%	39
2024 Q3	$2.24M	Sell	35,931 -375	-1%	-$22.6K	0.61%	41
2024 Q2	$2.12M	Sell	36,306 -190	-0.5%	-$11.2K	0.64%	38
2024 Q1	$2.22M	Buy	36,496 +701	+2%	+$39.7K	0.7%	35
2023 Q4	$1.98M	Buy	35,795 +90	+0.3%	+$4.57K	0.74%	35
2023 Q3	$1.78M	Buy	35,705 +315	+0.9%	+$16.5K	0.71%	35
2023 Q2	$1.85M	Sell	35,390 -8,335	-19%	-$414K	0.72%	37
2023 Q1	$2.19M	Sell	43,725 -1,040	-2%	-$53K	0.89%	27
2022 Q4	$2.17M	Sell	44,765 -11,180	-20%	-$540K	0.84%	22
2022 Q3	$2.45M	Buy	55,945 +200	+0.4%	+$9.67K	1.05%	17
2022 Q2	$2.52M	Sell	55,745 -13,380	-19%	-$661K	1.05%	15
2022 Q1	$3.71M	Buy	69,125 +1,580	+2%	+$84.1K	1.35%	15
2021 Q4	$3.82M	Buy	+67,545	New	+$3.76M	1.34%	16

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

High Net Worth Advisory Group's IJH Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.1% in Q2 2026, selling an estimated $279K and leaving 49,637 shares worth $3.83M. The position accounts for 0.81% of the portfolio, ranked #28.

High Net Worth Advisory Group first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

High Net Worth Advisory Group held 49,637 shares of iShares Core S&P Mid-Cap ETF worth $3.83M as of Q2 2026.
High Net Worth Advisory Group sold 3,807 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $279K.
iShares Core S&P Mid-Cap ETF made up 0.81% of High Net Worth Advisory Group's portfolio in Q2 2026, its #28 holding.
High Net Worth Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.