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

HighMark Wealth Management’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	$4.81M	Buy	62,399 +1,700	+3%	+$125K	1.61%	13
2026 Q1	$4.09M	Buy	60,699 +2,632	+5%	+$183K	1.66%	13
2025 Q4	$3.83M	Buy	58,067 +466	+0.8%	+$30.5K	1.56%	13
2025 Q3	$3.76M	Sell	57,601 -392	-0.7%	-$25.2K	1.65%	12
2025 Q2	$3.6M	Buy	57,993 +1,084	+2%	+$63.6K	1.76%	9
2025 Q1	$3.32M	Buy	56,909 +20	+0%	+$1.24K	1.96%	10
2024 Q4	$3.54M	Sell	56,889 -13,423	-19%	-$861K	2.04%	9
2024 Q3	$4.38M	Sell	70,312 -2,914	-4%	-$176K	2.4%	7
2024 Q2	$4.29M	Buy	73,226 +1,689	+2%	+$99.2K	2.58%	7
2024 Q1	$4.35M	Buy	71,537 +2,562	+4%	+$145K	2.69%	7
2023 Q4	$3.82M	Buy	68,975 +9,085	+15%	+$461K	2.82%	5
2023 Q3	$2.99M	Buy	59,890 +175	+0.3%	+$9.17K	2.48%	6
2023 Q2	$3.12M	Buy	59,715 +990	+2%	+$49.2K	2.35%	6
2023 Q1	$2.94M	Sell	58,725 -1,280	-2%	-$65.2K	2.29%	5
2022 Q4	$2.9M	Sell	60,005 -2,630	-4%	-$127K	2.19%	6
2022 Q3	$2.74M	Buy	62,635 +240	+0.4%	+$11.6K	2.34%	6
2022 Q2	$2.82M	Sell	62,395 -4,715	-7%	-$233K	2.27%	7
2022 Q1	$3.6M	Sell	67,110 -705	-1%	-$37.5K	2.41%	7
2021 Q4	$3.84M	Buy	67,815 +860	+1%	+$47.9K	2.43%	8
2021 Q3	$3.52M	Buy	66,955 +1,390	+2%	+$74.8K	2.59%	7
2021 Q2	$3.52M	Sell	65,565 -9,570	-13%	-$517K	2.59%	7
2021 Q1	$3.92M	Sell	75,135 -2,825	-4%	-$141K	3.13%	6
2020 Q4	$3.58M	Sell	77,960 -2,275	-3%	-$95.9K	3.08%	6
2020 Q3	$2.97M	Sell	80,235 -45	-0.1%	-$1.68K	2.68%	8
2020 Q2	$2.87M	Sell	80,280 -330	-0.4%	-$11K	3.15%	6
2020 Q1	$2.32M	Sell	80,610 -8,370	-9%	-$311K	2.8%	7
2019 Q4	$3.66M	Buy	+88,980	New	+$3.53M	3.91%	5

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

HighMark Wealth Management's IJH Position: Q2 2026 in Review

HighMark Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, buying an estimated $125K and bringing the position to 62,399 shares worth $4.81M. The position accounts for 1.61% of the portfolio, ranked #13.

HighMark Wealth Management first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

HighMark Wealth Management held 62,399 shares of iShares Core S&P Mid-Cap ETF worth $4.81M as of Q2 2026.
HighMark Wealth Management bought 1,700 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $125K.
iShares Core S&P Mid-Cap ETF made up 1.61% of HighMark Wealth Management's portfolio in Q2 2026, its #13 holding.
HighMark Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.