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

New Insight 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	$827K	Buy	10,727 +343	+3%	+$25.2K	0.24%	60
2026 Q1	$701K	Sell	10,384 -147	-1%	-$10.2K	0.25%	61
2025 Q4	$695K	Sell	10,531 -459	-4%	-$30.1K	0.25%	62
2025 Q3	$717K	Buy	10,990 +237	+2%	+$15.2K	0.27%	58
2025 Q2	$667K	Sell	10,753 -177	-2%	-$10.4K	0.27%	55
2025 Q1	$638K	Sell	10,930 -1,049	-9%	-$65.1K	0.29%	50
2024 Q4	$746K	Buy	11,979 +54	+0.5%	+$3.46K	0.37%	40
2024 Q3	$743K	Buy	11,925 +100	+0.8%	+$6.03K	0.39%	40
2024 Q2	$692K	Buy	11,825 +721	+6%	+$42.4K	0.41%	39
2024 Q1	$674K	Buy	11,104 +654	+6%	+$37K	0.42%	40
2023 Q4	$579K	Buy	+10,450	New	+$530K	0.39%	40

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

New Insight Wealth Advisors's IJH Position: Q2 2026 in Review

New Insight Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q2 2026, buying an estimated $25.2K and bringing the position to 10,727 shares worth $827K. The position accounts for 0.24% of the portfolio, ranked #60.

New Insight 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.

New Insight Wealth Advisors held 10,727 shares of iShares Core S&P Mid-Cap ETF worth $827K as of Q2 2026.
New Insight Wealth Advisors bought 343 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $25.2K.
iShares Core S&P Mid-Cap ETF made up 0.24% of New Insight Wealth Advisors's portfolio in Q2 2026, its #60 holding.
New Insight 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 New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.