Madson Wealth Advisors’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
$4.96M Buy
64,300
+7,076
+12% +$519K 3.37% 9
2026
Q1
$3.86M Buy
+57,224
New +$3.97M 3.21% 10

Other funds holding IJH

Madson Wealth Advisors's IJH Position: Q2 2026 in Review

Madson Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q2 2026, buying an estimated $519K and bringing the position to 64,300 shares worth $4.96M. The position accounts for 3.37% of the portfolio, ranked #9.

Madson Wealth Advisors first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Madson Wealth Advisors held 64,300 shares of iShares Core S&P Mid-Cap ETF worth $4.96M as of Q2 2026.
  • Madson Wealth Advisors bought 7,076 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $519K.
  • iShares Core S&P Mid-Cap ETF made up 3.37% of Madson Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Madson Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.