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

Lakeridge 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	$1.31M	Buy	17,031 +628	+4%	+$46.1K	0.48%	46
2026 Q1	$1.11M	Sell	16,403 -926	-5%	-$64.2K	0.48%	48
2025 Q4	$1.14M	Buy	17,329 +1,112	+7%	+$72.8K	0.52%	42
2025 Q3	$1.06M	Buy	16,217 +272	+2%	+$17.5K	0.47%	40
2025 Q2	$989K	Buy	15,945 +399	+3%	+$23.4K	0.45%	38
2025 Q1	$907K	Buy	15,546 +1,075	+7%	+$66.8K	0.45%	42
2024 Q4	$902K	Buy	14,471 +951	+7%	+$61K	0.47%	39
2024 Q3	$843K	Buy	13,520 +44	+0.3%	+$2.65K	0.46%	40
2024 Q2	$789K	Buy	13,476 +889	+7%	+$52.2K	0.47%	40
2024 Q1	$765K	Buy	12,587 +727	+6%	+$41.2K	0.5%	40
2023 Q4	$657K	Buy	+11,860	New	+$602K	0.48%	41

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Lakeridge Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.8% in Q2 2026, buying an estimated $46.1K and bringing the position to 17,031 shares worth $1.31M. The position accounts for 0.48% of the portfolio, ranked #46.

Lakeridge Wealth Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Lakeridge Wealth Management held 17,031 shares of iShares Core S&P Mid-Cap ETF worth $1.31M as of Q2 2026.
Lakeridge Wealth Management bought 628 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $46.1K.
iShares Core S&P Mid-Cap ETF made up 0.48% of Lakeridge Wealth Management's portfolio in Q2 2026, its #46 holding.
Lakeridge Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.