Net Worth Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Net Worth Advisory 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	–	Sell	-3,004	Closed	-$203K	–	438
2026 Q1	$203K	Sell	3,004 -43	-1%	-$2.98K	0.04%	414
2025 Q4	$201K	Buy	+3,047	New	+$200K	0.04%	429

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

Net Worth Advisory Group's IJH Position: Q2 2026 in Review

Net Worth Advisory Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 3,004 shares — an estimated $203K sold.

Net Worth Advisory Group first reported a position in IJH in Q4 2025 and held it in 2 quarters. The position peaked at $203K in Q1 2026. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Net Worth Advisory Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 3,004 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $203K.
Net Worth Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
Net Worth Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $203K in Q1 2026.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.