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

Hiley Hunt 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	$12.3M	Buy	159,915 +4,030	+3%	+$296K	4.87%	8
2026 Q1	$10.5M	Buy	155,885 +3,899	+3%	+$270K	4.64%	8
2025 Q4	$10M	Sell	151,986 -2,828	-2%	-$185K	4.49%	8
2025 Q3	$10.1M	Buy	154,814 +5,376	+4%	+$345K	4.75%	7
2025 Q2	$9.44M	Buy	149,438 +4,475	+3%	+$263K	4.77%	7
2025 Q1	$8.5M	Buy	144,963 +1,133	+0.8%	+$70.4K	4.64%	7
2024 Q4	$8.96M	Buy	143,830 +2,108	+1%	+$135K	4.97%	7
2024 Q3	$8.83M	Buy	141,722 +4,310	+3%	+$260K	5.06%	7
2024 Q2	$8.04M	Buy	137,412 +545	+0.4%	+$32K	4.97%	7
2024 Q1	$8.31M	Buy	136,867 +5,387	+4%	+$305K	5.45%	7
2023 Q4	$7.29M	Buy	+131,480	New	+$6.67M	5.39%	6

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Hiley Hunt Wealth Management's IJH Position: Q2 2026 in Review

Hiley Hunt Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, buying an estimated $296K and bringing the position to 159,915 shares worth $12.3M. The position accounts for 4.87% of the portfolio, ranked #8.

Hiley Hunt Wealth Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hiley Hunt Wealth Management held 159,915 shares of iShares Core S&P Mid-Cap ETF worth $12.3M as of Q2 2026.
Hiley Hunt Wealth Management bought 4,030 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $296K.
iShares Core S&P Mid-Cap ETF made up 4.87% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #8 holding.
Hiley Hunt Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.