JPL Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
JPL Wealth Management's IJH Position: Q2 2026 in Review
JPL Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q2 2026, selling an estimated $160K and leaving 92,038 shares worth $7.1M. The position accounts for 1.41% of the portfolio, ranked #20.
JPL Wealth Management first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.33M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- JPL Wealth Management held 92,038 shares of iShares Core S&P Mid-Cap ETF worth $7.1M as of Q2 2026.
- JPL Wealth Management sold 2,182 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $160K.
- iShares Core S&P Mid-Cap ETF made up 1.41% of JPL Wealth Management's portfolio in Q2 2026, its #20 holding.
- JPL Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
- JPL Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.33M in Q3 2025.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.