IW
IJH icon

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

Instrumental 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 		$27M Buy
349,506
+11,752
+3% +$862K 13.64% 1
2026
Q1 		$22.8M Buy
337,754
+3,818
+1% +$265K 14.02% 1
2025
Q4 		$24.1M Buy
333,936
+17,667
+6% +$1.16M 14.43% 1
2025
Q3 		$20.4M Buy
316,269
+17,274
+6% +$1.11M 14.32% 1
2025
Q2 		$18.7M Buy
298,995
+17,687
+6% +$1.04M 14.86% 1
2025
Q1 		$15.9M Buy
281,308
+62,860
+29% +$3.9M 14.42% 1
2024
Q4 		$13.5M Buy
218,448
+17,413
+9% +$1.12M 12.81% 2
2024
Q3 		$12.7M Buy
201,035
+4,335
+2% +$261K 12.42% 2
2024
Q2 		$11.9M Buy
196,700
+12,123
+7% +$712K 12.28% 2
2024
Q1 		$10.9M Sell
184,577
-13,963
-7% -$791K 4.75% 3
2023
Q4 		$10.9M Sell
198,540
-9,730
-5% -$494K 11.73% 2
2023
Q3 		$10.4M Buy
208,270
+17,045
+9% +$893K 12.19% 3
2023
Q2 		$10.2M Buy
191,225
+7,965
+4% +$396K 12.31% 3
2023
Q1 		$8.96M Buy
+183,260
New +$9.34M 11.82% 3

Other funds holding IJH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Instrumental Wealth's IJH Position: Q2 2026 in Review

Instrumental Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q2 2026, buying an estimated $862K and bringing the position to 349,506 shares worth $27M. The position accounts for 13.64% of the portfolio, ranked #1.

Instrumental Wealth first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. 1,703 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Instrumental Wealth held 349,506 shares of iShares Core S&P Mid-Cap ETF worth $27M as of Q2 2026.
  • Instrumental Wealth bought 11,752 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $862K.
  • iShares Core S&P Mid-Cap ETF made up 13.64% of Instrumental Wealth's portfolio in Q2 2026, its #1 holding.
  • Instrumental Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,703 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.