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

Jamison Private Wealth Management’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	$569K	Sell	7,383 -760	-9%	-$55.8K	0.06%	160
2026 Q1	$550K	Buy	8,143 +42	+0.5%	+$2.91K	0.07%	144
2025 Q4	$535K	Buy	8,101 +513	+7%	+$33.6K	0.07%	150
2025 Q3	$495K	Buy	7,588 +569	+8%	+$36.6K	0.06%	157
2025 Q2	$435K	Buy	7,019 +493	+8%	+$28.9K	0.06%	157
2025 Q1	$381K	Buy	6,526 +275	+4%	+$17.1K	0.06%	159
2024 Q4	$390K	Buy	6,251 +952	+18%	+$61.1K	0.06%	161
2024 Q3	$330K	Buy	5,299 +907	+21%	+$54.7K	0.05%	155
2024 Q2	$257K	Buy	4,392 +1,045	+31%	+$61.4K	0.04%	162
2024 Q1	$203K	Buy	3,347 +297	+10%	+$16.8K	0.03%	175
2023 Q4	$169K	Buy	3,050 +770	+34%	+$39.1K	0.03%	177
2023 Q3	$114K	Buy	+2,280	New	+$119K	0.02%	191

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Jamison Private Wealth Management's IJH Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.3% in Q2 2026, selling an estimated $55.8K and leaving 7,383 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #160.

Jamison Private Wealth Management first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. 923 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Jamison Private Wealth Management held 7,383 shares of iShares Core S&P Mid-Cap ETF worth $569K as of Q2 2026.
Jamison Private Wealth Management sold 760 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $55.8K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Jamison Private Wealth Management's portfolio in Q2 2026, its #160 holding.
Jamison Private Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
923 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.