Modern Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Modern Wealth Management's IJH Position: Q2 2026 in Review
Modern Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 112% in Q2 2026, buying an estimated $2.45M and bringing the position to 63,076 shares worth $4.86M. The position accounts for 0.06% of the portfolio, ranked #264.
Modern Wealth Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Modern Wealth Management held 63,076 shares of iShares Core S&P Mid-Cap ETF worth $4.86M as of Q2 2026.
- Modern Wealth Management bought 33,330 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.45M.
- iShares Core S&P Mid-Cap ETF made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #264 holding.
- Modern Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
- 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.