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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.76M Buy
100,578
+1,253
+1% +$91.9K 5.79% 7
2026
Q1
$6.71M Buy
99,325
+4,213
+4% +$292K 5.61% 7
2025
Q4
$6.28M Buy
+95,112
New +$6.23M 5.28% 8

Other funds holding IJH

Integrated Wealthcare's IJH Position: Q2 2026 in Review

Integrated Wealthcare increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, buying an estimated $91.9K and bringing the position to 100,578 shares worth $7.76M. The position accounts for 5.79% of the portfolio, ranked #7.

Integrated Wealthcare first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Integrated Wealthcare held 100,578 shares of iShares Core S&P Mid-Cap ETF worth $7.76M as of Q2 2026.
  • Integrated Wealthcare bought 1,253 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $91.9K.
  • iShares Core S&P Mid-Cap ETF made up 5.79% of Integrated Wealthcare's portfolio in Q2 2026, its #7 holding.
  • Integrated Wealthcare first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Integrated Wealthcare's 13F filing for Q2 2026, filed 24 Jul 2026.