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

Hilltop Wealth Advisors’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	$990K	Hold	12,835	–	–	0.49%	29
2026 Q1	$867K	Buy	12,835 +644	+5%	+$44.7K	0.52%	26
2025 Q4	$805K	Hold	12,191	–	–	0.4%	30
2025 Q3	$796K	Hold	12,191	–	–	0.41%	30
2025 Q2	$756K	Sell	12,191 -471	-4%	-$27.6K	0.42%	28
2025 Q1	$739K	Buy	12,662 +799	+7%	+$49.6K	0.42%	28
2024 Q4	$739K	Sell	11,863 -614	-5%	-$39.4K	0.37%	28
2024 Q3	$778K	Sell	12,477 -1,453	-10%	-$87.6K	0.36%	31
2024 Q2	$815K	Sell	13,930 -221	-2%	-$13K	0.41%	29
2024 Q1	$860K	Sell	14,151 -1,224	-8%	-$69.3K	0.44%	27
2023 Q4	$852K	Sell	15,375 -15	-0.1%	-$761	0.49%	23
2023 Q3	$768K	Hold	15,390	–	–	0.59%	21
2023 Q2	$805K	Sell	15,390 -30	-0.2%	-$1.49K	0.59%	21
2023 Q1	$772K	Hold	15,420	–	–	0.62%	22
2022 Q4	$746K	Hold	15,420	–	–	0.63%	22
2022 Q3	$676K	Hold	15,420	–	–	0.69%	22
2022 Q2	$698K	Hold	15,420	–	–	0.68%	17
2022 Q1	$828K	Sell	15,420 -10,645	-41%	-$567K	0.71%	16
2021 Q4	$1.48M	Buy	26,065 +35	+0.1%	+$1.95K	1.03%	15
2021 Q3	$1.37M	Buy	26,030 +40	+0.2%	+$2.15K	0.96%	15
2021 Q2	$1.4M	Buy	25,990 +25	+0.1%	+$1.35K	0.99%	14
2021 Q1	$1.35M	Sell	25,965 -1,225	-5%	-$61.2K	1.03%	14
2020 Q4	$1.25M	Buy	27,190 +30	+0.1%	+$1.26K	1.11%	13
2020 Q3	$1.01M	Buy	27,160 +45	+0.2%	+$1.68K	1.02%	13
2020 Q2	$964K	Sell	27,115 -120,555	-82%	-$4M	1.06%	13
2020 Q1	$4.25M	Buy	147,670 +30,855	+26%	+$1.15M	5.19%	6
2019 Q4	$4.81M	Buy	+116,815	New	+$4.63M	4.99%	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

Hilltop Wealth Advisors's IJH Position: Q2 2026 in Review

Hilltop Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 12,835 shares worth $990K. The position accounts for 0.49% of the portfolio, ranked #29.

Hilltop Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.81M in Q4 2019. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hilltop Wealth Advisors held 12,835 shares of iShares Core S&P Mid-Cap ETF worth $990K as of Q2 2026.
Hilltop Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.49% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Hilltop Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Hilltop Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.81M in Q4 2019.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.