Medallion 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
$314K Buy
4,078
+28
+0.7% +$2.05K 0.1% 179
2026
Q1
$273K Sell
4,050
-432
-10% -$30K 0.09% 205
2025
Q4
$296K Sell
4,482
-179
-4% -$11.7K 0.1% 188
2025
Q3
$304K Buy
4,661
+3
+0.1% +$193 0.11% 179
2025
Q2
$292K Buy
4,658
+12
+0.3% +$704 0.11% 177
2025
Q1
$272K Buy
4,646
+427
+10% +$26.5K 0.12% 164
2024
Q4
$261K Buy
+4,219
New +$271K 0.13% 159

Other funds holding IJH

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

Medallion Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.69% in Q2 2026, buying an estimated $2.05K and bringing the position to 4,078 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #179.

Medallion Wealth Advisors first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Medallion Wealth Advisors held 4,078 shares of iShares Core S&P Mid-Cap ETF worth $314K as of Q2 2026.
  • Medallion Wealth Advisors bought 28 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.05K.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of Medallion Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Medallion Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.