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

Keebeck 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	$297K	Hold	3,850	–	–	0.03%	384
2026 Q1	$260K	Sell	3,850 -1,930	-33%	-$134K	0.03%	350
2025 Q4	$381K	Hold	5,780	–	–	0.04%	261
2025 Q3	$377K	Sell	5,780 -25	-0.4%	-$1.61K	0.04%	260
2025 Q2	$360K	Sell	5,805 -1,020	-15%	-$59.9K	0.05%	254
2025 Q1	$398K	Hold	6,825	–	–	0.06%	186
2024 Q4	$425K	Sell	6,825 -28	-0.4%	-$1.8K	0.06%	179
2024 Q3	$427K	Sell	6,853 -32	-0.5%	-$1.93K	0.06%	182
2024 Q2	$403K	Sell	6,885 -875	-11%	-$51.4K	0.06%	191
2024 Q1	$471K	Sell	7,760 -55	-0.7%	-$3.11K	0.07%	195
2023 Q4	$433K	Sell	7,815 -30,075	-79%	-$1.53M	0.07%	192
2023 Q3	$1.9M	Buy	37,890 +33,095	+690%	+$1.73M	0.33%	80
2023 Q2	$251K	Buy	4,795 +30	+0.6%	+$1.49K	0.03%	240
2023 Q1	$238K	Hold	4,765	–	–	0.04%	230
2022 Q4	$231K	Hold	4,765	–	–	0.04%	219
2022 Q3	$209K	Sell	4,765 -120	-2%	-$5.8K	0.04%	217
2022 Q2	$221K	Buy	+4,885	New	+$241K	0.04%	216
2021 Q3	–	Sell	-25,370	Closed	-$1.36M	–	228
2021 Q2	$1.36M	Buy	+25,370	New	+$1.37M	0.2%	96
2020 Q3	–	Sell	-75	Closed	-$2K	–	266
2020 Q2	$2K	Buy	+75	New	+$2.49K	﹤0.01%	358
2020 Q1	–	Sell	-75	Closed	-$3K	–	234
2019 Q4	$3K	Buy	+75	New	+$2.97K	﹤0.01%	321

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

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

Keebeck Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,850 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #384.

Keebeck Wealth Management first reported a position in IJH in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.9M in Q3 2023. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Keebeck Wealth Management held 3,850 shares of iShares Core S&P Mid-Cap ETF worth $297K as of Q2 2026.
Keebeck Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #384 holding.
Keebeck Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 20 quarters since.
Keebeck Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.9M in Q3 2023.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.