IPW
IJH icon

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

Intergy Private 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 		$1.2M Buy
15,535
+3,576
+30% +$262K 0.28% 52
2026
Q1 		$808K Buy
11,959
+238
+2% +$16.5K 0.24% 55
2025
Q4 		$774K Buy
11,721
+125
+1% +$8.19K 0.23% 56
2025
Q3 		$757K Sell
11,596
-99
-0.8% -$6.36K 0.24% 57
2025
Q2 		$725K Hold
11,695
– – 0.25% 57
2025
Q1 		$682K Sell
11,695
-51
-0.4% -$3.17K 0.26% 54
2024
Q4 		$732K Buy
11,746
+1
+0% +$64 0.27% 57
2024
Q3 		$732K Sell
11,745
-14
-0.1% -$844 0.28% 51
2024
Q2 		$688K Buy
11,759
+1
+0% +$59 0.28% 50
2024
Q1 		$714K Sell
11,758
-2
-0% -$113 0.29% 49
2023
Q4 		$652K Sell
11,760
-795
-6% -$40.3K 0.28% 48
2023
Q3 		$626K Hold
12,555
– – 0.31% 45
2023
Q2 		$657K Sell
12,555
-75
-0.6% -$3.73K 0.32% 44
2023
Q1 		$632K Sell
12,630
-605
-5% -$30.8K 0.35% 42
2022
Q4 		$640K Sell
13,235
-815
-6% -$39.4K 0.4% 40
2022
Q3 		$616K Sell
14,050
-180
-1% -$8.7K 0.44% 41
2022
Q2 		$644K Sell
14,230
-560
-4% -$27.6K 0.51% 33
2022
Q1 		$794K Sell
14,790
-32,305
-69% -$1.72M 0.55% 29
2021
Q4 		$2.67M Buy
+47,095
New +$2.62M 2.08% 13

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Intergy Private Wealth's IJH Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q2 2026, buying an estimated $262K and bringing the position to 15,535 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #52.

Intergy Private Wealth first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.67M in Q4 2021. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Intergy Private Wealth held 15,535 shares of iShares Core S&P Mid-Cap ETF worth $1.2M as of Q2 2026.
  • Intergy Private Wealth bought 3,576 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $262K.
  • iShares Core S&P Mid-Cap ETF made up 0.28% of Intergy Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Intergy Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Intergy Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $2.67M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.