NWM
IJH icon

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

Nova Wealth Management’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 		$98.5K Hold
1,278
– – 0.05% 178
2026
Q1 		$86.3K Buy
1,278
+1,033
+422% +$71.7K 0.06% 177
2025
Q4 		$16.2K Buy
245
+194
+380% +$12.7K 0.01% 309
2025
Q3 		$3.33K Sell
51
-291
-85% -$18.7K ﹤0.01% 456
2025
Q2 		$21.2K Buy
342
+195
+133% +$11.4K 0.02% 304
2025
Q1 		$8.58K Buy
147
+53
+56% +$3.29K 0.01% 338
2024
Q4 		$5.86K Buy
+94
New +$6.03K 0.01% 285

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
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

Nova Wealth Management's IJH Position: Q2 2026 in Review

Nova Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 1,278 shares worth $98.5K. The position accounts for 0.05% of the portfolio, ranked #178.

Nova Wealth Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Nova Wealth Management held 1,278 shares of iShares Core S&P Mid-Cap ETF worth $98.5K as of Q2 2026.
  • Nova Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Nova Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Nova Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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