IPW
IJH icon

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

Invictus 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 		$1.53M Sell
19,902
-556
-3% -$40.8K 0.08% 34
2026
Q1 		$1.38M Buy
20,458
+15
+0.1% +$1.04K 0.09% 33
2025
Q4 		$1.35M Sell
20,443
-96
-0.5% -$6.29K 0.08% 35
2025
Q3 		$1.34M Sell
20,539
-11
-0.1% -$707 0.08% 38
2025
Q2 		$1.27M Sell
20,550
-914
-4% -$53.7K 0.09% 38
2025
Q1 		$1.25M Sell
21,464
-302
-1% -$18.8K 0.1% 35
2024
Q4 		$1.36M Sell
21,766
-7
-0% -$449 0.1% 31
2024
Q3 		$1.36M Sell
21,773
-333
-2% -$20.1K 0.11% 33
2024
Q2 		$1.29M Sell
22,106
-252
-1% -$14.8K 0.11% 35
2024
Q1 		$1.36M Sell
22,358
-202
-0.9% -$11.4K 0.12% 33
2023
Q4 		$1.25M Buy
22,560
+630
+3% +$32K 0.12% 35
2023
Q3 		$1.09M Sell
21,930
-910
-4% -$47.7K 0.12% 37
2023
Q2 		$1.19M Buy
22,840
+4,970
+28% +$247K 0.13% 36
2023
Q1 		$894K Sell
17,870
-815
-4% -$41.5K 0.11% 40
2022
Q4 		$904K Buy
+18,685
New +$903K 0.12% 40

Other funds holding IJH

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
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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

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

Invictus Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, selling an estimated $40.8K and leaving 19,902 shares worth $1.53M. The position accounts for 0.08% of the portfolio, ranked #34.

Invictus Private Wealth first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Invictus Private Wealth held 19,902 shares of iShares Core S&P Mid-Cap ETF worth $1.53M as of Q2 2026.
  • Invictus Private Wealth sold 556 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $40.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Invictus Private Wealth's portfolio in Q2 2026, its #34 holding.
  • Invictus Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.