Level Wealth Management’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
$448K Buy
5,808
+1
+0% +$73 0.18% 38
2026
Q1
$392K Buy
5,807
+293
+5% +$20.3K 0.18% 40
2025
Q4
$364K Sell
5,514
-43
-0.8% -$2.82K 0.19% 41
2025
Q3
$363K Buy
5,557
+109
+2% +$7K 0.19% 44
2025
Q2
$338K Buy
+5,448
New +$320K 0.2% 46

Other funds holding IJH

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

Level Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.02% in Q2 2026, buying an estimated $73 and bringing the position to 5,808 shares worth $448K. The position accounts for 0.18% of the portfolio, ranked #38.

Level Wealth Management first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Level Wealth Management held 5,808 shares of iShares Core S&P Mid-Cap ETF worth $448K as of Q2 2026.
  • Level Wealth Management bought 1 iShares Core S&P Mid-Cap ETF share in Q2 2026, an estimated $73.
  • iShares Core S&P Mid-Cap ETF made up 0.18% of Level Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Level Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.