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

KWB Wealth’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 		$1.43M Sell
18,497
-810
-4% -$59.4K 0.12% 78
2026
Q1 		$1.27M Hold
19,307
– – 0.13% 69
2025
Q4 		$1.27M Buy
19,307
+2,718
+16% +$178K 0.12% 69
2025
Q3 		$1.03M Sell
16,589
-7,317
-31% -$470K 0.11% 73
2025
Q2 		$1.39M Sell
23,906
-531
-2% -$31.2K 0.17% 66
2025
Q1 		$1.52M Sell
24,437
-114
-0.5% -$7.08K 0.18% 65
2024
Q4 		$1.53M Sell
24,551
-28
-0.1% -$1.8K 0.19% 53
2024
Q3 		$1.44M Buy
24,579
+586
+2% +$35.3K 0.19% 52
2024
Q2 		$1.46M Sell
23,993
-744
-3% -$43.7K 0.2% 47
2024
Q1 		$1.5M Sell
24,737
-378
-2% -$21.4K 0.2% 47
2023
Q4 		$1.39M Sell
25,115
-720
-3% -$36.5K 0.2% 47
2023
Q3 		$1.35M Hold
25,835
– – 0.22% 44
2023
Q2 		$1.35M Sell
25,835
-9,690
-27% -$482K 0.21% 44
2023
Q1 		$1.72M Buy
35,525
+2,625
+8% +$134K 0.32% 38
2022
Q4 		$1.59M Sell
32,900
-5,960
-15% -$288K 0.3% 36
2022
Q3 		$1.7M Sell
38,860
-1,890
-5% -$91.4K 0.34% 34
2022
Q2 		$1.84M Sell
40,750
-7,375
-15% -$364K 0.36% 33
2022
Q1 		$2.73M Hold
48,125
– – 0.45% 26
2021
Q4 		$2.73M Sell
48,125
-1,095
-2% -$61K 0.45% 26
2021
Q3 		$2.59M Sell
49,220
-4,195
-8% -$226K 0.46% 27
2021
Q2 		$2.78M Sell
53,415
-55
-0.1% -$2.97K 0.53% 25
2021
Q1 		$2.78M Sell
53,470
-11,085
-17% -$554K 0.53% 25
2020
Q4 		$2.97M Buy
+64,555
New +$2.72M 0.62% 24

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

KWB Wealth's IJH Position: Q2 2026 in Review

KWB Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q2 2026, selling an estimated $59.4K and leaving 18,497 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #78.

KWB Wealth first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.97M in Q4 2020. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • KWB Wealth held 18,497 shares of iShares Core S&P Mid-Cap ETF worth $1.43M as of Q2 2026.
  • KWB Wealth sold 810 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $59.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of KWB Wealth's portfolio in Q2 2026, its #78 holding.
  • KWB Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's iShares Core S&P Mid-Cap ETF position peaked at $2.97M in Q4 2020.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.