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

Kiker 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 		$36.5K Hold
474
– – 0.01% 133
2026
Q1 		$32K Buy
+474
New +$32.9K 0.02% 111
2025
Q4 		– Sell
-1,136
Closed -$74.1K – 91
2025
Q3 		$74.1K Sell
1,136
-29
-2% -$1.86K 0.04% 126
2025
Q2 		$72.3K Sell
1,165
-991
-46% -$58.2K 0.04% 155
2025
Q1 		$126K Buy
2,156
+853
+65% +$53K 0.09% 110
2024
Q4 		$81.2K Buy
+1,303
New +$83.6K 0.07% 93

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kiker Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 474 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #133.

Kiker Wealth Management first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $126K in Q1 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Kiker Wealth Management held 474 shares of iShares Core S&P Mid-Cap ETF worth $36.5K as of Q2 2026.
  • Kiker 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 0.01% of Kiker Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Kiker Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Kiker Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $126K in Q1 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.