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

Juncture Wealth Strategies’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	$687K	Buy	8,915 +129	+1%	+$9.46K	0.18%	88
2026 Q1	$593K	Hold	8,786	–	–	0.2%	73
2025 Q4	$580K	Sell	8,786 -40	-0.5%	-$2.62K	0.19%	68
2025 Q3	$576K	Sell	8,826 -401	-4%	-$25.8K	0.19%	65
2025 Q2	$572K	Sell	9,227 -1,097	-11%	-$64.4K	0.2%	61
2025 Q1	$602K	Hold	10,324	–	–	0.23%	70
2024 Q4	$643K	Buy	10,324 +798	+8%	+$51.2K	0.24%	61
2024 Q3	$594K	Buy	9,526 +1	+0%	+$60	0.23%	65
2024 Q2	$557K	Sell	9,525 -1,405	-13%	-$82.5K	0.23%	58
2024 Q1	$664K	Sell	10,930 -2,885	-21%	-$163K	0.29%	50
2023 Q4	$766K	Buy	13,815 +1,670	+14%	+$84.7K	0.35%	52
2023 Q3	$606K	Sell	12,145 -28,375	-70%	-$1.49M	0.3%	73
2023 Q2	$2.12M	Buy	40,520 +7,065	+21%	+$351K	0.99%	26
2023 Q1	$1.67M	Sell	33,455 -32,645	-49%	-$1.66M	0.82%	27
2022 Q4	$3.2M	Buy	66,100 +5,370	+9%	+$259K	1.52%	16
2022 Q3	$2.66M	Buy	60,730 +35,590	+142%	+$1.72M	1.33%	25
2022 Q2	$1.14M	Sell	25,140 -1,210	-5%	-$59.7K	0.56%	34
2022 Q1	$1.41M	Buy	26,350 +1,115	+4%	+$59.4K	0.67%	33
2021 Q4	$1.43M	Buy	25,235 +2,770	+12%	+$154K	0.68%	35
2021 Q3	$1.18M	Buy	22,465 +3,575	+19%	+$192K	0.62%	32
2021 Q2	$1.03M	Sell	18,890 -2,270	-11%	-$123K	0.59%	36
2021 Q1	$1.1M	Sell	21,160 -9,280	-30%	-$463K	0.69%	33
2020 Q4	$1.4M	Sell	30,440 -1,080	-3%	-$45.5K	0.89%	24
2020 Q3	$1.17M	Buy	31,520 +310	+1%	+$11.6K	0.81%	25
2020 Q2	$1.11M	Sell	31,210 -485	-2%	-$16.1K	0.84%	27
2020 Q1	$912K	Buy	31,695 +4,525	+17%	+$168K	0.84%	31
2019 Q4	$1.12M	Sell	27,170 -255	-0.9%	-$10.1K	0.87%	33
2019 Q3	$1.06M	Sell	27,425 -4,890	-15%	-$188K	0.93%	32
2019 Q2	$1.26M	Sell	32,315 -3,750	-10%	-$144K	1.01%	31
2019 Q1	$1.37M	Sell	36,065 -9,370	-21%	-$346K	1.06%	27
2018 Q4	$1.51M	Buy	+45,435	New	+$1.66M	1.02%	27
2018 Q2	–	Sell	-8,050	Closed	-$302K	–	109
2018 Q1	$302K	Buy	8,050 +80	+1%	+$3.06K	0.17%	80
2017 Q4	$303K	Buy	7,970 +375	+5%	+$13.9K	0.17%	77
2017 Q3	$272K	Buy	7,595 +475	+7%	+$16.5K	0.15%	81
2017 Q2	$248K	Buy	7,120 +325	+5%	+$11.2K	0.14%	78
2017 Q1	$233K	Buy	+6,795	New	+$231K	0.14%	81
2016 Q4	–	Sell	-10,430	Closed	-$323K	–	83
2016 Q3	$323K	Buy	10,430 +1,110	+12%	+$34.3K	0.22%	70
2016 Q2	$278K	Buy	9,320 +2,125	+30%	+$62.3K	0.2%	69
2016 Q1	$207K	Buy	+7,195	New	+$192K	0.15%	73

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

Juncture Wealth Strategies's IJH Position: Q2 2026 in Review

Juncture Wealth Strategies increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, buying an estimated $9.46K and bringing the position to 8,915 shares worth $687K. The position accounts for 0.18% of the portfolio, ranked #88.

Juncture Wealth Strategies first reported a position in IJH in Q1 2016 and has held it in 39 quarters since. The position peaked at $3.2M in Q4 2022. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Juncture Wealth Strategies held 8,915 shares of iShares Core S&P Mid-Cap ETF worth $687K as of Q2 2026.
Juncture Wealth Strategies bought 129 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.46K.
iShares Core S&P Mid-Cap ETF made up 0.18% of Juncture Wealth Strategies's portfolio in Q2 2026, its #88 holding.
Juncture Wealth Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 39 quarters since.
Juncture Wealth Strategies's iShares Core S&P Mid-Cap ETF position peaked at $3.2M in Q4 2022.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.