Kerntke Otto McGlone Wealth Management Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$1.73M	Sell	22,414 -4,453	-17%	-$327K	1.04%	20
2026 Q1	$1.81M	Sell	26,867 -4,959	-16%	-$344K	1.24%	17
2025 Q4	$2.1M	Sell	31,826 -2,521	-7%	-$165K	1.49%	15
2025 Q3	$2.24M	Buy	34,347 +817	+2%	+$52.5K	1.69%	15
2025 Q2	$2.08M	Sell	33,530 -9,348	-22%	-$549K	1.65%	13
2025 Q1	$2.5M	Sell	42,878 -97,238	-69%	-$6.04M	2.18%	12
2024 Q4	$8.73M	Buy	140,116 +5,929	+4%	+$380K	6.45%	3
2024 Q3	$8.36M	Buy	134,187 +6,172	+5%	+$372K	6.97%	3
2024 Q2	$7.49M	Buy	128,015 +12,557	+11%	+$738K	7%	3
2024 Q1	$7.01M	Sell	115,458 -34,367	-23%	-$1.95M	6.9%	3
2023 Q4	$8.3M	Buy	149,825 +2,325	+2%	+$118K	8.29%	3
2023 Q3	$7.36M	Buy	147,500 +3,345	+2%	+$175K	7.58%	4
2023 Q2	$7.54M	Buy	144,155 +4,395	+3%	+$218K	7.38%	3
2023 Q1	$6.99M	Sell	139,760 -7,525	-5%	-$383K	7.19%	3
2022 Q4	$7.13M	Buy	147,285 +9,840	+7%	+$475K	8.19%	2
2022 Q3	$6.03M	Buy	137,445 +2,270	+2%	+$110K	9.07%	2
2022 Q2	$6.12M	Buy	135,175 +16,900	+14%	+$834K	9.12%	2
2022 Q1	$6.35M	Buy	118,275 +22,835	+24%	+$1.22M	14.52%	2
2021 Q4	$5.4M	Buy	95,440 +56,095	+143%	+$3.12M	6.58%	4
2021 Q3	$2.07M	Sell	39,345 -79,235	-67%	-$4.26M	6.17%	4
2021 Q2	$6.37M	Sell	118,580 -4,940	-4%	-$267K	2.54%	11
2021 Q1	$6.43M	Buy	123,520 +4,430	+4%	+$221K	3.37%	6
2020 Q4	$5.47M	Buy	119,090 +12,665	+12%	+$534K	3.23%	7
2020 Q3	$3.94M	Buy	106,425 +7,765	+8%	+$290K	2.89%	9
2020 Q2	$3.51M	Sell	98,660 -640	-0.6%	-$21.3K	3.2%	10
2020 Q1	$2.86M	Buy	99,300 +3,210	+3%	+$119K	3.2%	11
2019 Q4	$3.96M	Buy	+96,090	New	+$3.81M	3.34%	7

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IJH Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2026, selling an estimated $327K and leaving 22,414 shares worth $1.73M. The position accounts for 1.04% of the portfolio, ranked #20.

Kerntke Otto McGlone Wealth Management Group first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.73M in Q4 2024. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 22,414 shares of iShares Core S&P Mid-Cap ETF worth $1.73M as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group sold 4,453 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $327K.
iShares Core S&P Mid-Cap ETF made up 1.04% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #20 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Kerntke Otto McGlone Wealth Management Group's iShares Core S&P Mid-Cap ETF position peaked at $8.73M in Q4 2024.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.