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

Kaydan 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	$7.53M	Buy	97,660 +2,222	+2%	+$163K	2.29%	11
2026 Q1	$6.44M	Buy	95,438 +3,973	+4%	+$276K	2.16%	11
2025 Q4	$6.04M	Buy	91,465 +1,706	+2%	+$112K	1.75%	11
2025 Q3	$5.86M	Buy	89,759 +7,716	+9%	+$496K	1.67%	13
2025 Q2	$5.09M	Buy	82,043 +13,343	+19%	+$783K	1.67%	12
2025 Q1	$4.01M	Buy	68,700 +3,675	+6%	+$228K	1.29%	14
2024 Q4	$4.05M	Buy	65,025 +5,525	+9%	+$354K	1.35%	13
2024 Q3	$3.71M	Buy	59,500 +1,211	+2%	+$73K	1.09%	14
2024 Q2	$3.41M	Buy	58,289 +4,093	+8%	+$240K	1.21%	15
2024 Q1	$3.29M	Buy	54,196 +7,246	+15%	+$410K	1.12%	16
2023 Q4	$2.6M	Sell	46,950 -139,115	-75%	-$7.06M	1.06%	17
2023 Q3	$9.28M	Buy	186,065 +143,135	+333%	+$7.5M	3.7%	10
2023 Q2	$2.25M	Buy	42,930 +3,930	+10%	+$195K	0.94%	15
2023 Q1	$1.95M	Buy	39,000 +2,410	+7%	+$123K	0.8%	15
2022 Q4	$1.77M	Buy	36,590 +575	+2%	+$27.8K	0.71%	16
2022 Q3	$1.58M	Buy	36,015 +8,390	+30%	+$406K	0.87%	15
2022 Q2	$1.25M	Sell	27,625 -830	-3%	-$41K	0.7%	22
2022 Q1	$1.53M	Buy	28,455 +3,575	+14%	+$190K	0.67%	26
2021 Q4	$1.41M	Buy	+24,880	New	+$1.38M	0.53%	29

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kaydan Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q2 2026, buying an estimated $163K and bringing the position to 97,660 shares worth $7.53M. The position accounts for 2.29% of the portfolio, ranked #11.

Kaydan Wealth Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.28M in Q3 2023. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Kaydan Wealth Management held 97,660 shares of iShares Core S&P Mid-Cap ETF worth $7.53M as of Q2 2026.
Kaydan Wealth Management bought 2,222 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $163K.
iShares Core S&P Mid-Cap ETF made up 2.29% of Kaydan Wealth Management's portfolio in Q2 2026, its #11 holding.
Kaydan Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Kaydan Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $9.28M in Q3 2023.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.