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

Monograph Wealth Advisors’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	$249K	Hold	3,231	–	–	0.02%	129
2026 Q1	$218K	Hold	3,231	–	–	0.02%	136
2025 Q4	$213K	Hold	3,231	–	–	0.02%	128
2025 Q3	$211K	Hold	3,231	–	–	0.02%	135
2025 Q2	$200K	Buy	+3,231	New	+$190K	0.02%	123
2025 Q1	–	Sell	-3,231	Closed	-$201K	–	118
2024 Q4	$201K	Hold	3,231	–	–	0.03%	111
2024 Q3	$201K	Buy	+3,231	New	+$195K	0.03%	104
2024 Q1	–	Sell	-5,350	Closed	-$297K	–	157
2023 Q4	$297K	Sell	5,350 -240	-4%	-$12.2K	0.05%	84
2023 Q3	$280K	Buy	5,590 +240	+4%	+$12.6K	0.06%	99
2023 Q2	$280K	Hold	5,350	–	–	0.06%	70
2023 Q1	$268K	Hold	5,350	–	–	0.06%	70
2022 Q4	$259K	Hold	5,350	–	–	0.07%	79
2022 Q3	$235K	Hold	5,350	–	–	0.08%	62
2022 Q2	$242K	Hold	5,350	–	–	0.07%	65
2022 Q1	$287K	Hold	5,350	–	–	0.07%	69
2021 Q4	$303K	Buy	+5,350	New	+$298K	0.08%	68

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Monograph Wealth Advisors's IJH Position: Q2 2026 in Review

Monograph Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,231 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #129.

Monograph Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 16 quarters since. The position peaked at $303K in Q4 2021. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Monograph Wealth Advisors held 3,231 shares of iShares Core S&P Mid-Cap ETF worth $249K as of Q2 2026.
Monograph Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Monograph Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Monograph Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Monograph Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $303K in Q4 2021.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.