MI
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Moneywise Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Moneywise Inc’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 		$1.63M Buy
21,100
+4
+0% +$293 0.61% 39
2026
Q1 		$1.42M Buy
21,096
+11
+0.1% +$763 0.62% 38
2025
Q4 		$1.39M Sell
21,085
-856
-4% -$56.1K 0.58% 38
2025
Q3 		$1.43M Sell
21,941
-656
-3% -$42.2K 0.65% 29
2025
Q2 		$1.4M Sell
22,597
-56,164
-71% -$3.3M 0.66% 33
2025
Q1 		$4.6M Sell
78,761
-85,693
-52% -$5.32M 2.43% 11
2024
Q4 		$10.2M Buy
164,454
+137,081
+501% +$8.79M 5.14% 7
2024
Q3 		$1.71M Sell
27,373
-26,648
-49% -$1.61M 0.84% 26
2024
Q2 		$3.16M Buy
54,021
+25,878
+92% +$1.52M 1.67% 18
2024
Q1 		$1.71M Sell
28,143
-1,242
-4% -$70.3K 0.93% 26
2023
Q4 		$1.63M Sell
29,385
-440
-1% -$22.3K 0.94% 17
2023
Q3 		$1.49M Sell
29,825
-945
-3% -$49.5K 0.93% 18
2023
Q2 		$1.61M Sell
30,770
-1,185
-4% -$58.9K 1% 18
2023
Q1 		$1.6M Buy
31,955
+4,400
+16% +$224K 1.03% 19
2022
Q4 		$1.33M Sell
27,555
-4,075
-13% -$197K 1% 19
2022
Q3 		$1.39M Sell
31,630
-44,450
-58% -$2.15M 1.13% 18
2022
Q2 		$3.44M Sell
76,080
-4,085
-5% -$202K 2.68% 9
2022
Q1 		$4.3M Sell
80,165
-3,415
-4% -$182K 2.83% 9
2021
Q4 		$4.73M Sell
83,580
-14,125
-14% -$786K 3.04% 7
2021
Q3 		$5.14M Sell
97,705
-9,260
-9% -$498K 3.35% 6
2021
Q2 		$5.75M Sell
106,965
-14,240
-12% -$769K 3.92% 6
2021
Q1 		$6.31M Sell
121,205
-3,475
-3% -$174K 4.26% 5
2020
Q4 		$5.73M Buy
124,680
+1,120
+0.9% +$47.2K 4.1% 6
2020
Q3 		$4.58M Buy
123,560
+710
+0.6% +$26.5K 3.64% 7
2020
Q2 		$4.37M Buy
122,850
+13,160
+12% +$437K 3.5% 7
2020
Q1 		$3.16M Buy
109,690
+12,520
+13% +$465K 2.78% 16
2019
Q4 		$3.75M Sell
97,170
-4,555
-4% -$181K 2.83% 15
2019
Q3 		$3.93M Buy
101,725
+4,305
+4% +$165K 3.17% 12
2019
Q2 		$3.79M Buy
97,420
+2,060
+2% +$79K 2.89% 13
2019
Q1 		$3.58M Buy
95,360
+1,050
+1% +$38.8K 3.06% 13
2018
Q4 		$3.13M Buy
94,310
+675
+0.7% +$24.6K 2.97% 13
2018
Q3 		$3.77M Sell
93,635
-2,330
-2% -$93.7K 3.19% 12
2018
Q2 		$3.74M Sell
95,965
-2,340
-2% -$90.4K 3.2% 12
2018
Q1 		$3.69M Sell
98,305
-52,755
-35% -$2.02M 3.06% 13
2017
Q4 		$5.73M Sell
151,060
-4,820
-3% -$178K 4.29% 10
2017
Q3 		$5.58M Buy
155,880
+3,060
+2% +$107K 4.41% 10
2017
Q2 		$5.32M Sell
152,820
-2,560
-2% -$88.4K 4.53% 10
2017
Q1 		$5.32M Sell
155,380
-3,445
-2% -$117K 4.82% 9
2016
Q4 		$5.25M Buy
158,825
+2,135
+1% +$67.7K 5.21% 8
2016
Q3 		$4.85M Buy
+156,690
New +$4.84M 5.13% 9

Other funds holding IJH

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
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Moneywise Inc's IJH Position: Q2 2026 in Review

Moneywise Inc increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.02% in Q2 2026, buying an estimated $293 and bringing the position to 21,100 shares worth $1.63M. The position accounts for 0.61% of the portfolio, ranked #39.

Moneywise Inc first reported a position in IJH in Q3 2016 and has held it in 40 quarters since. The position peaked at $10.2M in Q4 2024. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Moneywise Inc held 21,100 shares of iShares Core S&P Mid-Cap ETF worth $1.63M as of Q2 2026.
  • Moneywise Inc bought 4 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $293.
  • iShares Core S&P Mid-Cap ETF made up 0.61% of Moneywise Inc's portfolio in Q2 2026, its #39 holding.
  • Moneywise Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 40 quarters since.
  • Moneywise Inc's iShares Core S&P Mid-Cap ETF position peaked at $10.2M in Q4 2024.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.