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

Kingsview 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	$13.2M	Buy	170,859 +9,425	+6%	+$692K	0.16%	113
2026 Q1	$10.9M	Buy	161,434 +4,797	+3%	+$333K	0.15%	125
2025 Q4	$10.3M	Buy	156,637 +1,972	+1%	+$129K	0.15%	126
2025 Q3	$10.1M	Buy	154,665 +6,447	+4%	+$414K	0.15%	129
2025 Q2	$9.19M	Buy	148,218 +11,878	+9%	+$697K	0.16%	136
2025 Q1	$7.96M	Sell	136,340 -8,627	-6%	-$536K	0.15%	152
2024 Q4	$9.03M	Buy	144,967 +7,944	+6%	+$509K	0.18%	121
2024 Q3	$8.54M	Buy	137,023 +8,473	+7%	+$511K	0.18%	121
2024 Q2	$7.52M	Sell	128,550 -16,548	-11%	-$972K	0.18%	127
2024 Q1	$8.81M	Buy	145,098 +18,723	+15%	+$1.06M	0.22%	97
2023 Q4	$7M	Sell	126,375 -36,185	-22%	-$1.84M	0.21%	125
2023 Q3	$8.11M	Buy	162,560 +59,645	+58%	+$3.13M	0.29%	78
2023 Q2	$5.38M	Sell	102,915 -19,620	-16%	-$975K	0.21%	106
2023 Q1	$6.13M	Buy	122,535 +8,860	+8%	+$451K	0.26%	87
2022 Q4	$5.5M	Buy	113,675 +18,030	+19%	+$871K	0.24%	103
2022 Q3	$4.19M	Sell	95,645 -13,055	-12%	-$631K	0.2%	122
2022 Q2	$4.92M	Sell	108,700 -22,265	-17%	-$1.1M	0.24%	105
2022 Q1	$7.03M	Buy	130,965 +28,665	+28%	+$1.53M	0.31%	75
2021 Q4	$5.79M	Sell	102,300 -7,985	-7%	-$444K	0.24%	97
2021 Q3	$5.8M	Buy	110,285 +19,555	+22%	+$1.05M	0.27%	83
2021 Q2	$4.92M	Buy	90,730 +3,380	+4%	+$182K	0.24%	88
2021 Q1	$4.61M	Buy	87,350 +6,365	+8%	+$318K	0.26%	85
2020 Q4	$3.72M	Sell	80,985 -35	-0%	-$1.48K	0.27%	88
2020 Q3	$3M	Sell	81,020 -5,285	-6%	-$198K	0.27%	90
2020 Q2	$3.07M	Sell	86,305 -3,465	-4%	-$115K	0.31%	82
2020 Q1	$2.58M	Buy	89,770 +4,610	+5%	+$171K	0.35%	83
2019 Q4	$3.5M	Buy	85,160 +20,670	+32%	+$819K	0.44%	70
2019 Q3	$2.49M	Sell	64,490 -8,835	-12%	-$340K	0.39%	72
2019 Q2	$2.85M	Sell	73,325 -3,260	-4%	-$125K	0.48%	59
2019 Q1	$2.9M	Buy	76,585 +28,205	+58%	+$1.04M	0.44%	57
2018 Q4	$1.61M	Buy	48,380 +95	+0.2%	+$3.47K	0.35%	89
2018 Q3	$1.94M	Buy	48,285 +14,020	+41%	+$564K	0.39%	73
2018 Q2	$1.33M	Buy	34,265 +1,410	+4%	+$54.5K	0.32%	104
2018 Q1	$1.23M	Buy	32,855 +1,315	+4%	+$50.3K	0.31%	98
2017 Q4	$1.2M	Buy	31,540 +4,325	+16%	+$160K	0.43%	61
2017 Q3	$974K	Buy	27,215 +4,110	+18%	+$143K	0.43%	68
2017 Q2	$804K	Buy	23,105 +3,810	+20%	+$132K	0.41%	76
2017 Q1	$661K	Buy	+19,295	New	+$657K	0.39%	87

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

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

Kingsview Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.8% in Q2 2026, buying an estimated $692K and bringing the position to 170,859 shares worth $13.2M. The position accounts for 0.16% of the portfolio, ranked #113.

Kingsview Wealth Management first reported a position in IJH in Q1 2017 and has held it in 38 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Kingsview Wealth Management held 170,859 shares of iShares Core S&P Mid-Cap ETF worth $13.2M as of Q2 2026.
Kingsview Wealth Management bought 9,425 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $692K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Kingsview Wealth Management's portfolio in Q2 2026, its #113 holding.
Kingsview Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.