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

Johnson & White 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	$1.54M	Buy	19,916 +1,103	+6%	+$80.9K	0.57%	43
2026 Q1	$1.27M	Sell	18,813 -299	-2%	-$20.7K	0.54%	39
2025 Q4	$1.26M	Sell	19,112 -137	-0.7%	-$8.97K	0.55%	39
2025 Q3	$1.26M	Buy	19,249 +356	+2%	+$22.9K	0.58%	39
2025 Q2	$1.17M	Buy	18,893 +462	+3%	+$27.1K	0.59%	39
2025 Q1	$1.07M	Buy	18,431 +180	+1%	+$11.2K	0.6%	38
2024 Q4	$1.13M	Buy	+18,251	New	+$1.17M	0.69%	34
2024 Q2	–	Sell	-17,281	Closed	-$1.05M	–	65
2024 Q1	$1.05M	Buy	17,281 +2,041	+13%	+$116K	0.76%	35
2023 Q4	$845K	Buy	15,240 +1,185	+8%	+$60.1K	0.7%	36
2023 Q3	$701K	Buy	+14,055	New	+$737K	0.63%	41
2023 Q2	–	Sell	-12,230	Closed	-$612K	–	51
2023 Q1	$612K	Sell	12,230 -117,320	-91%	-$5.98M	0.55%	46
2022 Q4	$2.13M	Buy	129,550 +117,130	+943%	+$5.66M	2.15%	13
2022 Q3	$545K	Buy	+12,420	New	+$600K	0.61%	38

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

Johnson & White Wealth Management's IJH Position: Q2 2026 in Review

Johnson & White Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q2 2026, buying an estimated $80.9K and bringing the position to 19,916 shares worth $1.54M. The position accounts for 0.57% of the portfolio, ranked #43.

Johnson & White Wealth Management first reported a position in IJH in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.13M in Q4 2022. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Johnson & White Wealth Management held 19,916 shares of iShares Core S&P Mid-Cap ETF worth $1.54M as of Q2 2026.
Johnson & White Wealth Management bought 1,103 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $80.9K.
iShares Core S&P Mid-Cap ETF made up 0.57% of Johnson & White Wealth Management's portfolio in Q2 2026, its #43 holding.
Johnson & White Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 13 quarters since.
Johnson & White Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.13M in Q4 2022.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.