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

LJI 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	$310K	Sell	4,021 -788	-16%	-$57.8K	0.04%	158
2026 Q1	$325K	Buy	4,809 +6	+0.1%	+$416	0.05%	146
2025 Q4	$317K	Buy	4,803 +415	+9%	+$27.2K	0.05%	150
2025 Q3	$286K	Sell	4,388 -163	-4%	-$10.5K	0.05%	141
2025 Q2	$282K	Buy	4,551 +249	+6%	+$14.6K	0.05%	150
2025 Q1	$251K	Sell	4,302 -762	-15%	-$47.3K	0.05%	153
2024 Q4	$316K	Buy	5,064 +882	+21%	+$56.6K	0.06%	128
2024 Q3	$261K	Buy	4,182 +9	+0.2%	+$543	0.05%	163
2024 Q2	$244K	Sell	4,173 -233	-5%	-$13.7K	0.05%	159
2024 Q1	$268K	Buy	+4,406	New	+$249K	0.07%	123

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

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

LJI Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, selling an estimated $57.8K and leaving 4,021 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #158.

LJI Wealth Management first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. The position peaked at $325K in Q1 2026. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

LJI Wealth Management held 4,021 shares of iShares Core S&P Mid-Cap ETF worth $310K as of Q2 2026.
LJI Wealth Management sold 788 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $57.8K.
iShares Core S&P Mid-Cap ETF made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #158 holding.
LJI Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
LJI Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $325K in Q1 2026.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.