Level Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Level Wealth Management's IJH Position: Q1 2026 in Review
Level Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q1 2026, buying an estimated $20.3K and bringing the position to 5,807 shares worth $392K. The position accounts for 0.18% of the portfolio, ranked #40.
Level Wealth Management first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Level Wealth Management held 5,807 shares of iShares Core S&P Mid-Cap ETF worth $392K as of Q1 2026.
- Level Wealth Management bought 293 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $20.3K.
- iShares Core S&P Mid-Cap ETF made up 0.18% of Level Wealth Management's portfolio in Q1 2026, its #40 holding.
- Level Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.