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

Koa 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 		– Sell
-3,600
Closed -$243K – 56
2026
Q1 		$243K Sell
3,600
-209
-5% -$14.5K 0.18% 50
2025
Q4 		$251K Buy
+3,809
New +$250K 0.17% 52

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Koa Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 3,600 shares — an estimated $243K sold.

Koa Wealth Management first reported a position in IJH in Q4 2025 and held it in 2 quarters. The position peaked at $251K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Koa Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Koa Wealth Management sold 3,600 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $243K.
  • Koa Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Koa Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $251K in Q4 2025.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.