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

Moller Wealth Partners’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	$4.99M	Sell	64,747 -1,993	-3%	-$146K	0.9%	27
2026 Q1	$4.51M	Sell	66,740 -465	-0.7%	-$32.3K	0.89%	26
2025 Q4	$4.44M	Hold	67,205	–	–	0.93%	25
2025 Q3	$4.39M	Hold	67,205	–	–	0.91%	25
2025 Q2	$4.17M	Buy	67,205 +3,351	+5%	+$197K	0.92%	25
2025 Q1	$3.73M	Hold	63,854	–	–	0.92%	25
2024 Q4	$3.98M	Sell	63,854 -2,770	-4%	-$178K	1.05%	24
2024 Q3	$4.15M	Hold	66,624	–	–	1.04%	24
2024 Q2	$3.9M	Hold	66,624	–	–	1.04%	24
2024 Q1	$4.05M	Sell	66,624 -1	-0%	-$57	1.1%	24
2023 Q4	$3.69M	Hold	66,625	–	–	1.04%	24
2023 Q3	$3.32M	Hold	66,625	–	–	1.06%	24
2023 Q2	$3.48M	Hold	66,625	–	–	1.06%	24
2023 Q1	$3.33M	Sell	66,625 -3,000	-4%	-$153K	1.03%	24
2022 Q4	$3.37M	Sell	69,625 -500	-0.7%	-$24.2K	1.08%	24
2022 Q3	$3.08M	Hold	70,125	–	–	1.11%	23
2022 Q2	$3.17M	Hold	70,125	–	–	1.08%	24
2022 Q1	$3.76M	Hold	70,125	–	–	1.17%	23
2021 Q4	$3.97M	Sell	70,125 -270	-0.4%	-$15K	1.27%	22
2021 Q3	$3.7M	Hold	70,395	–	–	1.22%	22
2021 Q2	$3.78M	Hold	70,395	–	–	1.24%	22
2021 Q1	$3.66M	Hold	70,395	–	–	1.28%	22
2020 Q4	$3.24M	Hold	70,395	–	–	1.34%	22
2020 Q3	$2.61M	Hold	70,395	–	–	1.17%	23
2020 Q2	$2.5M	Sell	70,395 -7,085	-9%	-$235K	1.09%	24
2020 Q1	$2.23M	Buy	77,480 +12,745	+20%	+$474K	1.15%	20
2019 Q4	$2.67M	Buy	64,735 +5,965	+10%	+$236K	1.18%	17
2019 Q3	$2.27M	Hold	58,770	–	–	1.1%	17
2019 Q2	$2.28M	Hold	58,770	–	–	1.17%	17
2019 Q1	$2.23M	Hold	58,770	–	–	1%	18
2018 Q4	$2.06M	Sell	58,770 -365	-0.6%	-$13.3K	1.34%	16
2018 Q3	$2.38M	Hold	59,135	–	–	1.04%	15
2018 Q2	$2.3M	Hold	59,135	–	–	0.89%	18
2018 Q1	$2.22M	Hold	59,135	–	–	0.96%	17
2017 Q4	$2.24M	Hold	59,135	–	–	0.85%	17
2017 Q3	$2.12M	Hold	59,135	–	–	0.81%	17
2017 Q2	$2.06M	Hold	59,135	–	–	0.87%	17
2017 Q1	$2.02M	Buy	59,135 +365	+0.6%	+$12.4K	0.89%	18
2016 Q4	$1.94M	Hold	58,770	–	–	0.96%	16
2016 Q3	$1.82M	Hold	58,770	–	–	0.84%	18
2016 Q2	$1.76M	Hold	58,770	–	–	0.86%	18
2016 Q1	$1.7M	Hold	58,770	–	–	1%	17
2015 Q4	$1.64M	Hold	58,770	–	–	0.9%	18
2015 Q3	$1.61M	Hold	58,770	–	–	1.49%	14
2015 Q2	$1.76M	Hold	58,770	–	–	0.8%	17
2015 Q1	$1.79M	Hold	58,770	–	–	0.82%	15
2014 Q4	$1.7M	Hold	58,770	–	–	0.84%	17
2014 Q3	$1.61M	Buy	58,770 +7,325	+14%	+$206K	0.76%	19
2014 Q2	$1.47M	Hold	51,445	–	–	0.67%	20
2014 Q1	$1.41M	Hold	51,445	–	–	0.72%	22
2013 Q4	$1.38M	Hold	51,445	–	–	0.74%	22
2013 Q3	$1.28M	Hold	51,445	–	–	0.8%	24
2013 Q2	$1.19M	Buy	+51,445	New	+$1.19M	0.87%	22

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Moller Wealth Partners's IJH Position: Q2 2026 in Review

Moller Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q2 2026, selling an estimated $146K and leaving 64,747 shares worth $4.99M. The position accounts for 0.9% of the portfolio, ranked #27.

Moller Wealth Partners first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 1,204 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Moller Wealth Partners held 64,747 shares of iShares Core S&P Mid-Cap ETF worth $4.99M as of Q2 2026.
Moller Wealth Partners sold 1,993 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $146K.
iShares Core S&P Mid-Cap ETF made up 0.9% of Moller Wealth Partners's portfolio in Q2 2026, its #27 holding.
Moller Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,204 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.