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

Muirfield 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	$6.37M	Buy	82,657 +1,103	+1%	+$80.9K	4.16%	8
2026 Q1	$5.51M	Sell	81,554 -545	-0.7%	-$37.8K	4.05%	8
2025 Q4	$5.42M	Sell	82,099 -3,769	-4%	-$247K	3.98%	8
2025 Q3	$5.6M	Buy	85,868 +1,016	+1%	+$65.3K	4.16%	8
2025 Q2	$5.26M	Buy	84,852 +1,211	+1%	+$71.1K	4.19%	8
2025 Q1	$4.88M	Sell	83,641 -312	-0.4%	-$19.4K	4.14%	7
2024 Q4	$5.23M	Sell	83,953 -1,143	-1%	-$73.3K	4.31%	8
2024 Q3	$5.3M	Buy	85,096 +874	+1%	+$52.7K	4.51%	7
2024 Q2	$4.93M	Sell	84,222 -1,350	-2%	-$79.3K	4.63%	7
2024 Q1	$5.2M	Sell	85,572 -693	-0.8%	-$39.2K	5.01%	6
2023 Q4	$4.78M	Buy	+86,265	New	+$4.38M	5.07%	6

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

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

Muirfield Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, buying an estimated $80.9K and bringing the position to 82,657 shares worth $6.37M. The position accounts for 4.16% of the portfolio, ranked #8.

Muirfield Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Muirfield Wealth Advisors held 82,657 shares of iShares Core S&P Mid-Cap ETF worth $6.37M as of Q2 2026.
Muirfield Wealth Advisors bought 1,103 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $80.9K.
iShares Core S&P Mid-Cap ETF made up 4.16% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Muirfield Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.