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

LongView 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	$237K	Sell	3,073 -167	-5%	-$12.3K	0.06%	210
2026 Q1	$232K	Sell	3,240 -353	-10%	-$24.5K	0.06%	226
2025 Q4	$249K	Sell	3,593 -20	-0.6%	-$1.31K	0.06%	226
2025 Q3	$236K	Sell	3,613 -1,306	-27%	-$83.9K	0.06%	208
2025 Q2	$305K	Sell	4,919 -536	-10%	-$31.5K	0.09%	166
2025 Q1	$318K	Sell	5,455 -425	-7%	-$26.4K	0.1%	160
2024 Q4	$366K	Buy	5,880 +1,360	+30%	+$87.2K	0.11%	140
2024 Q3	$282K	Buy	4,520 +521	+13%	+$31.4K	0.09%	166
2024 Q2	$234K	Buy	3,999 +2	+0.1%	+$117	0.09%	168
2024 Q1	$243K	Buy	3,997 +117	+3%	+$6.62K	0.1%	157
2023 Q4	$211K	Buy	+3,880	New	+$197K	0.09%	165

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.2% in Q2 2026, selling an estimated $12.3K and leaving 3,073 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #210.

LongView Wealth Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $366K in Q4 2024. 870 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

LongView Wealth Management held 3,073 shares of iShares Core S&P Mid-Cap ETF worth $237K as of Q2 2026.
LongView Wealth Management sold 167 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.3K.
iShares Core S&P Mid-Cap ETF made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #210 holding.
LongView Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $366K in Q4 2024.
870 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.