MPWM Advisory Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$320K Buy
4,146
+48
+1% +$3.52K 0.15% 82
2026
Q1
$277K Sell
4,098
-21,807
-84% -$1.51M 0.15% 87
2025
Q4
$1.71M Buy
25,905
+396
+2% +$25.9K 0.95% 22
2025
Q3
$1.66M Buy
25,509
+900
+4% +$57.8K 0.99% 20
2025
Q2
$1.53M Sell
24,609
-1,011
-4% -$59.3K 0.97% 20
2025
Q1
$1.49M Buy
25,620
+20,717
+423% +$1.29M 1.08% 21
2024
Q4
$306K Buy
+4,903
New +$314K 0.22% 53

Other funds holding IJH

MPWM Advisory Solutions's IJH Position: Q2 2026 in Review

MPWM Advisory Solutions increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, buying an estimated $3.52K and bringing the position to 4,146 shares worth $320K. The position accounts for 0.15% of the portfolio, ranked #82.

MPWM Advisory Solutions first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • MPWM Advisory Solutions held 4,146 shares of iShares Core S&P Mid-Cap ETF worth $320K as of Q2 2026.
  • MPWM Advisory Solutions bought 48 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.52K.
  • iShares Core S&P Mid-Cap ETF made up 0.15% of MPWM Advisory Solutions's portfolio in Q2 2026, its #82 holding.
  • MPWM Advisory Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's iShares Core S&P Mid-Cap ETF position peaked at $1.71M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.