Intentional Wealth Strategies’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
$763K Sell
9,891
-794
-7% -$58.3K 0.72% 26
2026
Q1
$722K Buy
+10,685
New +$741K 0.67% 24

Other funds holding IJH

Intentional Wealth Strategies's IJH Position: Q2 2026 in Review

Intentional Wealth Strategies reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.4% in Q2 2026, selling an estimated $58.3K and leaving 9,891 shares worth $763K. The position accounts for 0.72% of the portfolio, ranked #26.

Intentional Wealth Strategies first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. 2,645 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Intentional Wealth Strategies held 9,891 shares of iShares Core S&P Mid-Cap ETF worth $763K as of Q2 2026.
  • Intentional Wealth Strategies sold 794 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $58.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.72% of Intentional Wealth Strategies's portfolio in Q2 2026, its #26 holding.
  • Intentional Wealth Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.