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

IMG 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	$64.2K	Sell	832 -126	-13%	-$9.24K	0.04%	173
2026 Q1	$64.7K	Sell	958 -750	-44%	-$52K	0.04%	153
2025 Q4	$113K	Buy	1,708 +1,653	+3,005%	+$108K	0.07%	128
2025 Q3	$3.59K	Buy	+55	New	+$3.54K	﹤0.01%	390
2025 Q1	–	Sell	-5	Closed	-$312	–	295
2024 Q4	$312	Buy	+5	New	+$321	﹤0.01%	254

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

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

IMG Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q2 2026, selling an estimated $9.24K and leaving 832 shares worth $64.2K. The position accounts for 0.04% of the portfolio, ranked #173.

IMG Wealth Management first reported a position in IJH in Q4 2024 and has held it in 5 quarters since. The position peaked at $113K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

IMG Wealth Management held 832 shares of iShares Core S&P Mid-Cap ETF worth $64.2K as of Q2 2026.
IMG Wealth Management sold 126 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.24K.
iShares Core S&P Mid-Cap ETF made up 0.04% of IMG Wealth Management's portfolio in Q2 2026, its #173 holding.
IMG Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
IMG Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $113K in Q4 2025.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.