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

Motive 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	$1.6M	Hold	20,785	–	–	0.66%	28
2026 Q1	$1.4M	Hold	20,785	–	–	0.66%	28
2025 Q4	$1.37M	Hold	20,785	–	–	0.58%	30
2025 Q3	$1.36M	Hold	20,785	–	–	0.58%	29
2025 Q2	$1.29M	Sell	20,785 -222	-1%	-$13K	0.59%	27
2025 Q1	$1.23M	Sell	21,007 -2,352	-10%	-$146K	0.66%	25
2024 Q4	$1.46M	Sell	23,359 -86	-0.4%	-$5.52K	0.78%	25
2024 Q3	$1.37M	Hold	23,445	–	–	0.82%	23
2024 Q2	$1.37M	Sell	23,445 -168	-0.7%	-$9.87K	0.82%	23
2024 Q1	$1.43M	Buy	23,613 +13,698	+138%	+$776K	0.87%	22
2023 Q4	$550K	Hold	9,915	–	–	0.63%	22
2023 Q3	$494K	Sell	9,915 -740	-7%	-$38.8K	0.54%	27
2023 Q2	$557K	Hold	10,655	–	–	0.58%	23
2023 Q1	$533K	Sell	10,655 -17,765	-63%	-$905K	0.58%	23
2022 Q4	$1.37M	Sell	28,420 -50	-0.2%	-$2.42K	1.05%	20
2022 Q3	$1.25M	Hold	28,470	–	–	1.01%	21
2022 Q2	$1.29M	Sell	28,470 -1,385	-5%	-$68.4K	1.02%	20
2022 Q1	$1.6M	Sell	29,855 -1,800	-6%	-$95.8K	1.1%	21
2021 Q4	$1.79M	Buy	31,655 +5,825	+23%	+$324K	1.08%	22
2021 Q3	$1.36M	Buy	25,830 +3,035	+13%	+$163K	0.92%	22
2021 Q2	$1.23M	Buy	+22,795	New	+$1.23M	0.88%	24

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LWMT

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

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

Motive Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 20,785 shares worth $1.6M. The position accounts for 0.66% of the portfolio, ranked #28.

Motive Wealth Advisors first reported a position in IJH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.79M in Q4 2021. 742 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Motive Wealth Advisors held 20,785 shares of iShares Core S&P Mid-Cap ETF worth $1.6M as of Q2 2026.
Motive 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 0.66% of Motive Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Motive Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Motive Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.79M in Q4 2021.
742 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.