Integrity Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Integrity Financial’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	$151K	Buy	1,963 +2	+0.1%	+$147	0.07%	164
2026 Q1	$132K	Buy	1,961 +576	+42%	+$40K	0.07%	173
2025 Q4	$91.4K	Buy	1,385 +2	+0.1%	+$131	0.05%	175
2025 Q3	$90.3K	Buy	1,383 +608	+78%	+$39.1K	0.04%	182
2025 Q2	$48.1K	Hold	775	–	–	0.02%	197
2025 Q1	$45.2K	Buy	775 +135	+21%	+$8.38K	0.03%	183
2024 Q4	$39.9K	Buy	640 +10	+2%	+$641	0.02%	175
2024 Q3	$39.3K	Hold	630	–	–	0.02%	167
2024 Q2	$36.9K	Hold	630	–	–	0.02%	164
2024 Q1	$38.3K	Sell	630 -140	-18%	-$7.93K	0.03%	159
2023 Q4	$42.7K	Hold	770	–	–	0.03%	145
2023 Q3	$38.4K	Buy	770 +420	+120%	+$22K	0.03%	151
2023 Q2	$18.3K	Hold	350	–	–	0.01%	159
2023 Q1	$17.5K	Hold	350	–	–	0.01%	166
2022 Q4	$16.9K	Buy	350 +45	+15%	+$2.17K	0.02%	151
2022 Q3	$13K	Buy	305 +95	+45%	+$4.59K	0.01%	156
2022 Q2	$10K	Sell	210 -120	-36%	-$5.92K	0.01%	165
2022 Q1	$18K	Sell	330 -420	-56%	-$22.4K	0.01%	138
2021 Q4	$42K	Buy	+750	New	+$41.7K	0.03%	134

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

Integrity Financial's IJH Position: Q2 2026 in Review

Integrity Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.1% in Q2 2026, buying an estimated $147 and bringing the position to 1,963 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #164.

Integrity Financial first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Integrity Financial held 1,963 shares of iShares Core S&P Mid-Cap ETF worth $151K as of Q2 2026.
Integrity Financial bought 2 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $147.
iShares Core S&P Mid-Cap ETF made up 0.07% of Integrity Financial's portfolio in Q2 2026, its #164 holding.
Integrity Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.