Mullaney, Keating & Wright’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mullaney, Keating & Wright’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	$2.21M	Buy	28,625 +986	+4%	+$72.3K	1.07%	19
2026 Q1	$1.87M	Sell	27,639 -9,926	-26%	-$689K	1.01%	19
2025 Q4	$2.48M	Buy	37,565 +1,380	+4%	+$90.4K	1.31%	18
2025 Q3	$2.36M	Buy	36,185 +759	+2%	+$48.8K	1.31%	16
2025 Q2	$2.2M	Sell	35,426 -870	-2%	-$51.1K	1.44%	16
2025 Q1	$2.12M	Buy	36,296 +1,596	+5%	+$99.1K	1.43%	15
2024 Q4	$2.16M	Buy	34,700 +13,654	+65%	+$876K	1.46%	14
2024 Q3	$1.31M	Buy	21,046 +6,964	+49%	+$420K	0.91%	17
2024 Q2	$824K	Buy	+14,082	New	+$827K	0.64%	19

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return