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

JGP 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	$621K	Buy	8,049 +280	+4%	+$20.5K	0.06%	140
2026 Q1	$525K	Sell	7,769 -303	-4%	-$21K	0.05%	143
2025 Q4	$533K	Buy	8,072 +1,143	+16%	+$74.9K	0.06%	145
2025 Q3	$454K	Buy	6,929 +1,774	+34%	+$114K	0.05%	145
2025 Q2	$320K	Buy	5,155 +317	+7%	+$18.6K	0.04%	161
2025 Q1	$282K	Buy	4,838 +110	+2%	+$6.83K	0.04%	161
2024 Q4	$295K	Buy	4,728 +246	+5%	+$15.8K	0.04%	153
2024 Q3	$279K	Buy	4,482 +14	+0.3%	+$844	0.04%	155
2024 Q2	$261K	Sell	4,468 -127	-3%	-$7.46K	0.04%	154
2024 Q1	$279K	Buy	4,595 +795	+21%	+$45K	0.04%	146
2023 Q4	$211K	Buy	+3,800	New	+$193K	0.03%	162
2022 Q2	–	Sell	-6,045	Closed	-$315K	–	153
2022 Q1	$315K	Sell	6,045 -875	-13%	-$46.6K	0.06%	129
2021 Q4	$386K	Buy	6,920 +1,890	+38%	+$105K	0.07%	117
2021 Q3	$265K	Buy	+5,030	New	+$271K	0.06%	137
2020 Q4	–	Sell	-5,270	Closed	-$207K	–	146
2020 Q3	$207K	Sell	5,270 -131,455	-96%	-$4.91M	0.06%	127
2020 Q2	$4.84M	Sell	136,725 -9,410	-6%	-$312K	1.42%	26
2020 Q1	$4.48M	Buy	146,135 +4,155	+3%	+$154K	1.59%	23
2019 Q4	$5.82M	Buy	141,980 +11,565	+9%	+$458K	1.72%	19
2019 Q3	$4.88M	Buy	130,415 +335	+0.3%	+$12.9K	1.69%	16
2019 Q2	$5.05M	Buy	130,080 +3,225	+3%	+$124K	1.79%	13
2019 Q1	$4.8M	Buy	126,855 +40,935	+48%	+$1.51M	1.82%	12
2018 Q4	$2.85M	Buy	85,920 +3,750	+5%	+$137K	1.18%	39
2018 Q3	$3.3M	Buy	82,170 +975	+1%	+$39.2K	1.32%	30
2018 Q2	$3.16M	Buy	+81,195	New	+$3.14M	1.32%	28

Other funds holding IJH

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

JGP Wealth Management's IJH Position: Q2 2026 in Review

JGP Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q2 2026, buying an estimated $20.5K and bringing the position to 8,049 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #140.

JGP Wealth Management first reported a position in IJH in Q2 2018 and has held it in 24 quarters since. The position peaked at $5.82M in Q4 2019. 1,109 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

JGP Wealth Management held 8,049 shares of iShares Core S&P Mid-Cap ETF worth $621K as of Q2 2026.
JGP Wealth Management bought 280 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
iShares Core S&P Mid-Cap ETF made up 0.06% of JGP Wealth Management's portfolio in Q2 2026, its #140 holding.
JGP Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 24 quarters since.
JGP Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $5.82M in Q4 2019.
1,109 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.