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

Mission 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	$23M	Buy	298,404 +119,200	+67%	+$8.75M	0.28%	61
2026 Q1	$12.1M	Buy	179,204 +4,403	+3%	+$305K	0.25%	62
2025 Q4	$11.5M	Buy	174,801 +50,535	+41%	+$3.31M	0.23%	61
2025 Q3	$8.11M	Buy	124,266 +1,901	+2%	+$122K	0.16%	77
2025 Q2	$7.59M	Buy	122,365 +29,438	+32%	+$1.73M	0.16%	79
2025 Q1	$5.42M	Buy	92,927 +42,536	+84%	+$2.64M	0.13%	97
2024 Q4	$3.14M	Buy	50,391 +6,817	+16%	+$437K	0.07%	136
2024 Q3	$2.72M	Buy	43,574 +12,286	+39%	+$741K	0.07%	152
2024 Q2	$1.83M	Sell	31,288 -16,709	-35%	-$982K	0.05%	181
2024 Q1	$2.92M	Buy	47,997 +14,977	+45%	+$848K	0.08%	141
2023 Q4	$1.83M	Buy	33,020 +2,410	+8%	+$122K	0.06%	156
2023 Q3	$1.53M	Sell	30,610 -1,180	-4%	-$61.8K	0.06%	162
2023 Q2	$1.66M	Sell	31,790 -320	-1%	-$15.9K	0.06%	152
2023 Q1	$1.61M	Buy	32,110 +75	+0.2%	+$3.82K	0.07%	154
2022 Q4	$1.55M	Buy	32,035 +10,795	+51%	+$522K	0.07%	145
2022 Q3	$931K	Sell	21,240 -1,990	-9%	-$96.2K	0.05%	196
2022 Q2	$1.05M	Buy	23,230 +3,540	+18%	+$175K	0.06%	184
2022 Q1	$1.06M	Buy	19,690 +875	+5%	+$46.6K	0.05%	195
2021 Q4	$1.06M	Buy	18,815 +525	+3%	+$29.2K	0.05%	188
2021 Q3	$962K	Buy	18,290 +1,680	+10%	+$90.4K	0.05%	184
2021 Q2	$893K	Sell	16,610 -40	-0.2%	-$2.16K	0.05%	183
2021 Q1	$867K	Sell	16,650 -715	-4%	-$35.7K	0.05%	164
2020 Q4	$798K	Buy	17,365 +1,455	+9%	+$61.3K	0.05%	162
2020 Q3	$590K	Buy	15,910 +330	+2%	+$12.3K	0.04%	180
2020 Q2	$554K	Sell	15,580 -925	-6%	-$30.7K	0.05%	170
2020 Q1	$475K	Sell	16,505 -1,205	-7%	-$44.8K	0.05%	164
2019 Q4	$729K	Sell	17,710 -4,715	-21%	-$187K	0.07%	142
2019 Q3	$867K	Sell	22,425 -1,165	-5%	-$44.8K	0.09%	115
2019 Q2	$916K	Buy	23,590 +340	+1%	+$13K	0.1%	106
2019 Q1	$881K	Sell	23,250 -2,345	-9%	-$86.6K	0.1%	106
2018 Q4	$850K	Buy	25,595 +4,285	+20%	+$156K	0.11%	98
2018 Q3	$858K	Buy	21,310 +3,055	+17%	+$123K	0.11%	102
2018 Q2	$711K	Buy	18,255 +12,020	+193%	+$464K	0.1%	107
2018 Q1	$234K	Hold	6,235	–	–	0.04%	194
2017 Q4	$237K	Buy	+6,235	New	+$231K	0.04%	188

Other funds holding IJH

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Mission Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 67% in Q2 2026, buying an estimated $8.75M and bringing the position to 298,404 shares worth $23M. The position accounts for 0.28% of the portfolio, ranked #61.

Mission Wealth Management first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Mission Wealth Management held 298,404 shares of iShares Core S&P Mid-Cap ETF worth $23M as of Q2 2026.
Mission Wealth Management bought 119,200 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.75M.
iShares Core S&P Mid-Cap ETF made up 0.28% of Mission Wealth Management's portfolio in Q2 2026, its #61 holding.
Mission Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.