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

McNaughton 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	$432K	Hold	5,600	–	–	0.15%	63
2026 Q1	$378K	Hold	5,600	–	–	0.16%	64
2025 Q4	$370K	Hold	5,600	–	–	0.15%	62
2025 Q3	$365K	Hold	5,600	–	–	0.15%	64
2025 Q2	$347K	Hold	5,600	–	–	0.15%	64
2025 Q1	$327K	Hold	5,600	–	–	0.16%	65
2024 Q4	$349K	Hold	5,600	–	–	0.17%	50
2024 Q3	$349K	Hold	5,600	–	–	0.17%	50
2024 Q2	$328K	Hold	5,600	–	–	0.17%	49
2024 Q1	$340K	Hold	5,600	–	–	0.19%	48
2023 Q4	$310K	Hold	5,600	–	–	0.18%	49
2023 Q3	$279K	Hold	5,600	–	–	0.19%	49
2023 Q2	$293K	Hold	5,600	–	–	0.19%	54
2023 Q1	$280K	Hold	5,600	–	–	0.19%	49
2022 Q4	$271K	Hold	5,600	–	–	0.19%	50
2022 Q3	$246K	Hold	5,600	–	–	0.18%	49
2022 Q2	$253K	Hold	5,600	–	–	0.18%	49
2022 Q1	$301K	Sell	5,600 -425	-7%	-$22.6K	0.2%	43
2021 Q4	$335K	Hold	6,025	–	–	0.22%	44
2021 Q3	$317K	Hold	6,025	–	–	0.22%	41
2021 Q2	$324K	Hold	6,025	–	–	0.23%	40
2021 Q1	$314K	Hold	6,025	–	–	0.24%	37
2020 Q4	$277K	Hold	6,025	–	–	0.22%	39
2020 Q3	$223K	Sell	6,025 -575	-9%	-$21.5K	0.2%	43
2020 Q2	$235K	Sell	6,600 -425	-6%	-$14.1K	0.22%	44
2020 Q1	$202K	Sell	7,025 -360	-5%	-$13.4K	0.22%	45
2019 Q4	$304K	Buy	+7,385	New	+$293K	0.28%	41

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

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

McNaughton Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,600 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #63.

McNaughton Wealth Management first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 908 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

McNaughton Wealth Management held 5,600 shares of iShares Core S&P Mid-Cap ETF worth $432K as of Q2 2026.
McNaughton 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 McNaughton Wealth Management's portfolio in Q2 2026, its #63 holding.
McNaughton Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
908 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.