Next Level Private’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Next Level Private’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	$1.07M	Buy	13,888 +131	+1%	+$9.61K	0.21%	72
2026 Q1	$929K	Sell	13,757 -8	-0.1%	-$555	0.21%	75
2025 Q4	$908K	Buy	13,765 +83	+0.6%	+$5.44K	0.24%	73
2025 Q3	$901K	Sell	13,682 -43	-0.3%	-$2.76K	0.26%	67
2025 Q2	$851K	Buy	13,725 +160	+1%	+$9.39K	0.28%	61
2025 Q1	$791K	Sell	13,565 -143	-1%	-$8.88K	0.29%	61
2024 Q4	$854K	Buy	13,708 +52	+0.4%	+$3.33K	0.34%	56
2024 Q3	$851K	Buy	13,656 +47	+0.3%	+$2.83K	0.35%	56
2024 Q2	$796K	Buy	13,609 +34	+0.3%	+$2K	0.36%	54
2024 Q1	$825K	Buy	13,575 +30	+0.2%	+$1.7K	0.38%	54
2023 Q4	$751K	Buy	13,545 +55	+0.4%	+$2.79K	0.43%	49
2023 Q3	$664K	Buy	13,490 +55	+0.4%	+$2.88K	0.44%	50
2023 Q2	$707K	Buy	+13,435	New	+$668K	0.46%	48
2023 Q1	–	Sell	-13,280	Closed	-$659K	–	84
2022 Q4	$659K	Buy	13,280 +505	+4%	+$24.4K	0.48%	47
2022 Q3	$597K	Buy	+12,775	New	+$618K	0.53%	39
2022 Q2	–	Sell	-13,540	Closed	-$727K	–	159
2022 Q1	$727K	Buy	13,540 +265	+2%	+$14.1K	0.59%	39
2021 Q4	$752K	Buy	+13,275	New	+$739K	0.63%	33

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

LWMT

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

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

MFG

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

Next Level Private's IJH Position: Q2 2026 in Review

Next Level Private increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.95% in Q2 2026, buying an estimated $9.61K and bringing the position to 13,888 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #72.

Next Level Private first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Next Level Private held 13,888 shares of iShares Core S&P Mid-Cap ETF worth $1.07M as of Q2 2026.
Next Level Private bought 131 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.61K.
iShares Core S&P Mid-Cap ETF made up 0.21% of Next Level Private's portfolio in Q2 2026, its #72 holding.
Next Level Private first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.