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One Charles Private Wealth Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

One Charles Private Wealth Services’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 		$281K Buy
+3,650
New +$268K 0.06% 139

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

One Charles Private Wealth Services's IJH Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 3,650 shares worth $281K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • One Charles Private Wealth Services held 3,650 shares of iShares Core S&P Mid-Cap ETF worth $281K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new One Charles Private Wealth Services position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of One Charles Private Wealth Services's portfolio in Q2 2026, its #139 holding.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.