Melfa Wealth Management’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
Q1
$559K Buy
8,275
+5
+0.1% +$347 0.32% 76
2025
Q4
$546K Buy
8,270
+22
+0.3% +$1.44K 0.31% 81
2025
Q3
$538K Buy
8,248
+6
+0.1% +$386 0.32% 82
2025
Q2
$511K Buy
8,242
+12
+0.1% +$704 0.32% 74
2025
Q1
$480K Buy
8,230
+81
+1% +$5.03K 0.32% 77
2024
Q4
$508K Buy
8,149
+126
+2% +$8.08K 0.34% 76
2024
Q3
$500K Sell
8,023
-468
-6% -$28.2K 0.33% 79
2024
Q2
$497K Buy
8,491
+511
+6% +$30K 0.35% 73
2024
Q1
$485K Buy
+7,980
New +$452K 0.35% 73

Other funds holding IJH

Melfa Wealth Management's IJH Position: Q1 2026 in Review

Melfa Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q1 2026, buying an estimated $347 and bringing the position to 8,275 shares worth $559K. The position accounts for 0.32% of the portfolio, ranked #76.

Melfa Wealth Management first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. 2,645 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Melfa Wealth Management held 8,275 shares of iShares Core S&P Mid-Cap ETF worth $559K as of Q1 2026.
  • Melfa Wealth Management bought 5 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $347.
  • iShares Core S&P Mid-Cap ETF made up 0.32% of Melfa Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Melfa Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.