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

Lyell 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	$2.5M	Hold	32,385	–	–	0.15%	88
2026 Q1	$2.19M	Sell	32,385 -1,100	-3%	-$76.3K	0.16%	91
2025 Q4	$2.21M	Sell	33,485 -4,175	-11%	-$273K	0.16%	86
2025 Q3	$2.46M	Sell	37,660 -2,425	-6%	-$156K	0.18%	82
2025 Q2	$2.49M	Sell	40,085 -2,700	-6%	-$158K	0.2%	84
2025 Q1	$2.5M	Sell	42,785 -6,000	-12%	-$373K	0.23%	85
2024 Q4	$3.04M	Buy	48,785 +10	+0%	+$641	0.27%	84
2024 Q3	$3.04M	Sell	48,775 -2,065	-4%	-$125K	0.28%	88
2024 Q2	$2.98M	Sell	50,840 -4,090	-7%	-$240K	0.28%	85
2024 Q1	$3.34M	Buy	54,930 +1,980	+4%	+$112K	0.34%	84
2023 Q4	$2.94M	Sell	52,950 -11,360	-18%	-$576K	0.33%	80
2023 Q3	$3.21M	Sell	64,310 -12,425	-16%	-$651K	0.43%	72
2023 Q2	$4.01M	Sell	76,735 -6,940	-8%	-$345K	0.51%	64
2023 Q1	$4.19M	Buy	83,675 +85	+0.1%	+$4.33K	0.59%	59
2022 Q4	$4.04M	Buy	83,590 +10,450	+14%	+$505K	0.64%	58
2022 Q3	$3.21M	Buy	73,140 +28,525	+64%	+$1.38M	0.55%	67
2022 Q2	$2.02M	Buy	44,615 +5,115	+13%	+$253K	0.33%	83
2022 Q1	$2.12M	Buy	39,500 +12,600	+47%	+$671K	0.27%	88
2021 Q4	$1.52M	Sell	26,900 -8,475	-24%	-$472K	0.17%	89
2021 Q3	$1.86M	Sell	35,375 -2,135	-6%	-$115K	0.23%	84
2021 Q2	$2.02M	Sell	37,510 -3,615	-9%	-$195K	0.25%	81
2021 Q1	$2.14M	Buy	41,125 +16,925	+70%	+$845K	0.31%	76
2020 Q4	$1.11M	Buy	+24,200	New	+$1.02M	0.18%	80
2020 Q1	–	Sell	-6,850	Closed	-$282K	–	126
2019 Q4	$282K	Buy	+6,850	New	+$271K	0.08%	106

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

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

Lyell Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 32,385 shares worth $2.5M. The position accounts for 0.15% of the portfolio, ranked #88.

Lyell Wealth Management first reported a position in IJH in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.19M in Q1 2023. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Lyell Wealth Management held 32,385 shares of iShares Core S&P Mid-Cap ETF worth $2.5M as of Q2 2026.
Lyell Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.15% of Lyell Wealth Management's portfolio in Q2 2026, its #88 holding.
Lyell Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
Lyell Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $4.19M in Q1 2023.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.