HIW
IJH icon

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

Holos Integrated Wealth’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 		$25.7K Hold
340
– – 0.01% 197
2026
Q1 		$23.3K Hold
340
– – 0.01% 199
2025
Q4 		$22.7K Buy
+340
New +$22.3K 0.01% 158
2025
Q2 		– Sell
-340
Closed -$19.8K – 315
2025
Q1 		$19.8K Hold
340
– – 0.01% 155
2024
Q4 		$21.2K Buy
+340
New +$21.8K 0.01% 152

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Holos Integrated Wealth's IJH Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 340 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #197.

Holos Integrated Wealth first reported a position in IJH in Q4 2024 and has held it in 5 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Holos Integrated Wealth held 340 shares of iShares Core S&P Mid-Cap ETF worth $25.7K as of Q2 2026.
  • Holos Integrated Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #197 holding.
  • Holos Integrated Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.