Kingswood Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Kingswood Wealth Advisors's IJH Position: Q2 2026 in Review
Kingswood Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q2 2026, buying an estimated $179K and bringing the position to 64,877 shares worth $5M. The position accounts for 0.2% of the portfolio, ranked #118.
Kingswood Wealth Advisors first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Kingswood Wealth Advisors held 64,877 shares of iShares Core S&P Mid-Cap ETF worth $5M as of Q2 2026.
- Kingswood Wealth Advisors bought 2,438 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $179K.
- iShares Core S&P Mid-Cap ETF made up 0.2% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #118 holding.
- Kingswood Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
- 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.