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

Lee-Kelleher 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	$12.8M	Buy	165,868 +209	+0.1%	+$15.3K	6.69%	4
2026 Q1	$11.2M	Buy	165,659 +6,472	+4%	+$449K	6.66%	5
2025 Q4	$10.5M	Buy	159,187 +7,502	+5%	+$491K	6.27%	6
2025 Q3	$9.9M	Buy	151,685 +9,454	+7%	+$608K	6.1%	6
2025 Q2	$8.82M	Buy	142,231 +5,481	+4%	+$322K	5.86%	6
2025 Q1	$7.98M	Buy	136,750 +2,503	+2%	+$155K	5.87%	6
2024 Q4	$8.36M	Buy	+134,247	New	+$8.61M	5.96%	6

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lee-Kelleher Wealth Management's IJH Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.13% in Q2 2026, buying an estimated $15.3K and bringing the position to 165,868 shares worth $12.8M. The position accounts for 6.69% of the portfolio, ranked #4.

Lee-Kelleher Wealth Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Lee-Kelleher Wealth Management held 165,868 shares of iShares Core S&P Mid-Cap ETF worth $12.8M as of Q2 2026.
Lee-Kelleher Wealth Management bought 209 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $15.3K.
iShares Core S&P Mid-Cap ETF made up 6.69% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #4 holding.
Lee-Kelleher Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.