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

Maltin 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 		$1.02M Buy
13,174
+738
+6% +$54.1K 0.34% 67
2026
Q1 		$840K Buy
12,436
+90
+0.7% +$6.24K 0.32% 67
2025
Q4 		$815K Buy
12,346
+257
+2% +$16.8K 0.32% 67
2025
Q3 		$789K Buy
12,089
+210
+2% +$13.5K 0.33% 65
2025
Q2 		$737K Buy
11,879
+113
+1% +$6.63K 0.33% 65
2025
Q1 		$687K Buy
11,766
+623
+6% +$38.7K 0.32% 68
2024
Q4 		$694K Buy
11,143
+215
+2% +$13.8K 0.34% 67
2024
Q3 		$681K Buy
10,928
+338
+3% +$20.4K 0.33% 67
2024
Q2 		$620K Sell
10,590
-554
-5% -$32.5K 0.33% 66
2024
Q1 		$677K Buy
11,144
+934
+9% +$52.9K 0.38% 68
2023
Q4 		$566K Sell
10,210
-420
-4% -$21.3K 0.36% 68
2023
Q3 		$530K Hold
10,630
– – 0.37% 70
2023
Q2 		$556K Buy
10,630
+430
+4% +$21.4K 0.39% 65
2023
Q1 		$510K Buy
10,200
+260
+3% +$13.2K 0.37% 66
2022
Q4 		$481K Sell
9,940
-360
-3% -$17.4K 0.35% 68
2022
Q3 		$452K Buy
10,300
+55
+0.5% +$2.66K 0.36% 75
2022
Q2 		$464K Buy
10,245
+605
+6% +$29.9K 0.34% 79
2022
Q1 		$517K Buy
9,640
+110
+1% +$5.86K 0.34% 77
2021
Q4 		$540K Sell
9,530
-155
-2% -$8.63K 0.32% 75
2021
Q3 		$510K Buy
9,685
+30
+0.3% +$1.61K 0.31% 69
2021
Q2 		$519K Buy
9,655
+2,010
+26% +$109K 0.32% 68
2021
Q1 		$398K Buy
7,645
+705
+10% +$35.2K 0.26% 73
2020
Q4 		$319K Buy
6,940
+450
+7% +$19K 0.22% 72
2020
Q3 		$241K Buy
6,490
+80
+1% +$2.99K 0.17% 80
2020
Q2 		$228K Buy
+6,410
New +$213K 0.17% 74
2020
Q1 		– Sell
-10,335
Closed -$425K – 95
2019
Q4 		$425K Buy
+10,335
New +$410K 0.27% 50

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Maltin Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q2 2026, buying an estimated $54.1K and bringing the position to 13,174 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #67.

Maltin Wealth Management first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Maltin Wealth Management held 13,174 shares of iShares Core S&P Mid-Cap ETF worth $1.02M as of Q2 2026.
  • Maltin Wealth Management bought 738 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $54.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.34% of Maltin Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Maltin Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.