National Wealth Management Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

National Wealth Management Group’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	$7.55M	Buy	97,933 +16,589	+20%	+$1.22M	2.33%	7
2026 Q1	$5.49M	Buy	81,344 +30,586	+60%	+$2.12M	2.05%	9
2025 Q4	$3.35M	Buy	50,758 +4,920	+11%	+$322K	1.16%	23
2025 Q3	$2.99M	Buy	45,838 +8,104	+21%	+$521K	1.13%	21
2025 Q2	$2.34M	Buy	37,734 +1,937	+5%	+$114K	1.31%	21
2025 Q1	$2.09M	Buy	35,797 +2,696	+8%	+$167K	1.37%	18
2024 Q4	$2.06M	Buy	33,101 +3,367	+11%	+$216K	1.37%	19
2024 Q3	$1.85M	Buy	29,734 +3,287	+12%	+$198K	1.26%	20
2024 Q2	$1.55M	Buy	26,447 +7,285	+38%	+$428K	1.18%	25
2024 Q1	$1.16M	Buy	19,162 +2,682	+16%	+$152K	0.91%	29
2023 Q4	$914K	Buy	16,480 +1,970	+14%	+$99.9K	0.88%	32
2023 Q3	$724K	Sell	14,510 -25	-0.2%	-$1.31K	0.79%	35
2023 Q2	$778K	Buy	14,535 +720	+5%	+$35.8K	0.81%	35
2023 Q1	$670K	Buy	13,815 +9,200	+199%	+$469K	0.77%	35
2022 Q4	$223K	Buy	+4,615	New	+$223K	0.27%	118

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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

National Wealth Management Group's IJH Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q2 2026, buying an estimated $1.22M and bringing the position to 97,933 shares worth $7.55M. The position accounts for 2.33% of the portfolio, ranked #7.

National Wealth Management Group first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

National Wealth Management Group held 97,933 shares of iShares Core S&P Mid-Cap ETF worth $7.55M as of Q2 2026.
National Wealth Management Group bought 16,589 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.22M.
iShares Core S&P Mid-Cap ETF made up 2.33% of National Wealth Management Group's portfolio in Q2 2026, its #7 holding.
National Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.