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

Latko 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	$1.43M	Buy	18,485 +341	+2%	+$25K	0.61%	22
2026 Q1	$1.23M	Buy	18,144 +941	+5%	+$65.3K	0.6%	21
2025 Q4	$1.14M	Buy	17,203 +6,409	+59%	+$420K	0.56%	19
2025 Q3	$704K	Buy	10,794 +4,534	+72%	+$291K	0.36%	20
2025 Q2	$388K	Buy	6,260 +376	+6%	+$22.1K	0.22%	26
2025 Q1	$343K	Sell	5,884 -381	-6%	-$23.7K	0.22%	22
2024 Q4	$390K	Buy	6,265 +641	+11%	+$41.1K	0.23%	24
2024 Q3	$351K	Buy	+5,624	New	+$339K	0.21%	26

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

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

Latko Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q2 2026, buying an estimated $25K and bringing the position to 18,485 shares worth $1.43M. The position accounts for 0.61% of the portfolio, ranked #22.

Latko Wealth Management first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Latko Wealth Management held 18,485 shares of iShares Core S&P Mid-Cap ETF worth $1.43M as of Q2 2026.
Latko Wealth Management bought 341 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $25K.
iShares Core S&P Mid-Cap ETF made up 0.61% of Latko Wealth Management's portfolio in Q2 2026, its #22 holding.
Latko Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.