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

Howard 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	$800K	Sell	10,376 -83	-0.8%	-$6.09K	0.3%	67
2026 Q1	$706K	Sell	10,459 -162	-2%	-$11.2K	0.3%	70
2025 Q4	$701K	Buy	10,621 +332	+3%	+$21.7K	0.31%	66
2025 Q3	$671K	Buy	10,289 +8	+0.1%	+$514	0.31%	72
2025 Q2	$638K	Sell	10,281 -18	-0.2%	-$1.06K	0.32%	71
2025 Q1	$601K	Sell	10,299 -73	-0.7%	-$4.53K	0.33%	68
2024 Q4	$646K	Sell	10,372 -15	-0.1%	-$962	0.35%	67
2024 Q3	$647K	Buy	10,387 +10	+0.1%	+$603	0.38%	61
2024 Q2	$607K	Buy	10,377 +7	+0.1%	+$411	0.48%	51
2024 Q1	$630K	Hold	10,370	–	–	0.51%	47
2023 Q4	$575K	Sell	10,370 -40	-0.4%	-$2.03K	0.48%	48
2023 Q3	$519K	Hold	10,410	–	–	0.48%	47
2023 Q2	$544K	Sell	10,410 -45	-0.4%	-$2.24K	0.47%	47
2023 Q1	$523K	Sell	10,455 -495	-5%	-$25.2K	0.44%	57
2022 Q4	$530K	Sell	10,950 -125	-1%	-$6.04K	0.43%	60
2022 Q3	$485K	Buy	11,075 +2,800	+34%	+$135K	0.34%	64
2022 Q2	$374K	Sell	8,275 -2,800	-25%	-$138K	0.4%	45
2022 Q1	$594K	Sell	11,075 -1,100	-9%	-$58.6K	0.32%	66
2021 Q4	$689K	Hold	12,175	–	–	0.36%	64
2021 Q3	$640K	Hold	12,175	–	–	0.36%	68
2021 Q2	$654K	Buy	12,175 +425	+4%	+$22.9K	0.36%	68
2021 Q1	$611K	Hold	11,750	–	–	0.36%	70
2020 Q4	$540K	Sell	11,750 -1,675	-12%	-$70.6K	0.34%	70
2020 Q3	$497K	Buy	13,425 +30	+0.2%	+$1.12K	0.35%	68
2020 Q2	$476K	Buy	13,395 +10	+0.1%	+$332	0.39%	63
2020 Q1	$385K	Sell	13,385 -125	-0.9%	-$4.65K	0.4%	60
2019 Q4	$556K	Buy	+13,510	New	+$535K	0.46%	52

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

Howard Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.79% in Q2 2026, selling an estimated $6.09K and leaving 10,376 shares worth $800K. The position accounts for 0.3% of the portfolio, ranked #67.

Howard Wealth Management first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 1,109 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Howard Wealth Management held 10,376 shares of iShares Core S&P Mid-Cap ETF worth $800K as of Q2 2026.
Howard Wealth Management sold 83 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.09K.
iShares Core S&P Mid-Cap ETF made up 0.3% of Howard Wealth Management's portfolio in Q2 2026, its #67 holding.
Howard 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.
1,109 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.