Landmark Wealth Management (New York)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.99M Buy
116,576
+946
+0.8% +$69.4K 2.15% 10
2026
Q1
$7.81M Buy
115,630
+22,196
+24% +$1.54M 2.09% 13
2025
Q4
$6.17M Buy
93,434
+2,548
+3% +$167K 2.36% 13
2025
Q3
$5.93M Sell
90,886
-988
-1% -$63.5K 2.36% 13
2025
Q2
$5.7M Buy
91,874
+593
+0.6% +$34.8K 2.43% 13
2025
Q1
$5.33M Buy
91,281
+25,646
+39% +$1.59M 2.35% 15
2024
Q4
$4.09M Sell
65,635
-2,442
-4% -$157K 1.81% 17
2024
Q3
$4.24M Buy
+68,077
New +$4.11M 1.85% 17
2024
Q2
Sell
-67,629
Closed -$4.11M 55
2024
Q1
$4.11M Sell
67,629
-3,151
-4% -$178K 1.9% 14
2023
Q4
$3.92M Buy
70,780
+4,790
+7% +$243K 1.93% 14
2023
Q3
$3.29M Buy
+65,990
New +$3.46M 1.87% 13
2023
Q2
Sell
-66,305
Closed -$3.32M 49
2023
Q1
$3.32M Buy
66,305
+14,775
+29% +$753K 1.85% 15
2022
Q4
$2.49M Sell
51,530
-1,320
-2% -$63.8K 1.8% 16
2022
Q3
$2.32M Buy
+52,850
New +$2.56M 1.76% 16
2022
Q2
Sell
-64,060
Closed -$3.44M 50
2022
Q1
$3.44M Buy
64,060
+125
+0.2% +$6.66K 1.83% 13
2021
Q4
$4M Buy
+63,935
New +$3.56M 2.34% 11

Other funds holding IJH

Landmark Wealth Management (New York)'s IJH Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.82% in Q2 2026, buying an estimated $69.4K and bringing the position to 116,576 shares worth $8.99M. The position accounts for 2.15% of the portfolio, ranked #10.

Landmark Wealth Management (New York) first reported a position in IJH in Q4 2021 and has held it in 16 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Landmark Wealth Management (New York) held 116,576 shares of iShares Core S&P Mid-Cap ETF worth $8.99M as of Q2 2026.
  • Landmark Wealth Management (New York) bought 946 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $69.4K.
  • iShares Core S&P Mid-Cap ETF made up 2.15% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #10 holding.
  • Landmark Wealth Management (New York) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.