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

McGlone Suttner 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	$4.39M	Sell	56,976 -1,156	-2%	-$84.8K	0.52%	23
2026 Q1	$3.93M	Buy	58,132 +21	+0%	+$1.46K	0.52%	24
2025 Q4	$3.84M	Sell	58,111 -82	-0.1%	-$5.37K	0.52%	22
2025 Q3	$3.8M	Sell	58,193 -1,017	-2%	-$65.4K	0.53%	21
2025 Q2	$3.67M	Sell	59,210 -1,171	-2%	-$68.7K	0.55%	21
2025 Q1	$3.52M	Buy	60,381 +1,931	+3%	+$120K	0.58%	19
2024 Q4	$3.64M	Buy	58,450 +8,337	+17%	+$535K	0.61%	20
2024 Q3	$3.12M	Buy	50,113 +37,473	+296%	+$2.26M	0.65%	20
2024 Q2	$3.5M	Sell	12,640 -47,490	-79%	-$2.79M	0.72%	19
2024 Q1	$3.65M	Sell	60,130 -3,070	-5%	-$174K	0.69%	18
2023 Q4	$3.5M	Sell	63,200 -695	-1%	-$35.3K	0.69%	19
2023 Q3	$3.19M	Sell	63,895 -5,980	-9%	-$313K	0.74%	18
2023 Q2	$3.65M	Sell	69,875 -355	-0.5%	-$17.6K	0.83%	18
2023 Q1	$3.51M	Sell	70,230 -955	-1%	-$48.7K	0.9%	17
2022 Q4	$3.44M	Buy	+71,185	New	+$3.44M	1.09%	15

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

McGlone Suttner Wealth Management's IJH Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q2 2026, selling an estimated $84.8K and leaving 56,976 shares worth $4.39M. The position accounts for 0.52% of the portfolio, ranked #23.

McGlone Suttner Wealth Management first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

McGlone Suttner Wealth Management held 56,976 shares of iShares Core S&P Mid-Cap ETF worth $4.39M as of Q2 2026.
McGlone Suttner Wealth Management sold 1,156 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $84.8K.
iShares Core S&P Mid-Cap ETF made up 0.52% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #23 holding.
McGlone Suttner Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.