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

Innovative Wealth Building’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	$1.15M	Buy	14,936 +1,463	+11%	+$107K	0.67%	25
2026 Q1	$910K	Sell	13,473 -38	-0.3%	-$2.64K	0.64%	28
2025 Q4	$892K	Buy	13,511 +1,383	+11%	+$90.6K	0.65%	27
2025 Q3	$791K	Sell	12,128 -660	-5%	-$42.4K	0.62%	28
2025 Q2	$793K	Buy	12,788 +9	+0.1%	+$528	0.66%	28
2025 Q1	$746K	Buy	12,779 +344	+3%	+$21.4K	0.69%	30
2024 Q4	$775K	Buy	+12,435	New	+$798K	0.7%	26

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Innovative Wealth Building's IJH Position: Q2 2026 in Review

Innovative Wealth Building increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, buying an estimated $107K and bringing the position to 14,936 shares worth $1.15M. The position accounts for 0.67% of the portfolio, ranked #25.

Innovative Wealth Building first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 1,947 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Innovative Wealth Building held 14,936 shares of iShares Core S&P Mid-Cap ETF worth $1.15M as of Q2 2026.
Innovative Wealth Building bought 1,463 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $107K.
iShares Core S&P Mid-Cap ETF made up 0.67% of Innovative Wealth Building's portfolio in Q2 2026, its #25 holding.
Innovative Wealth Building first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,947 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.