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

Orgel 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	$119M	Buy	+1,548,629	New	+$114M	2.26%	16
2024 Q4	–	Sell	-5,220	Closed	-$325K	–	88
2024 Q3	$325K	Buy	5,220 +350	+7%	+$21.1K	0.01%	67
2024 Q2	$285K	Hold	4,870	–	–	0.01%	67
2024 Q1	$296K	Sell	4,870 -765	-14%	-$43.3K	0.01%	67
2023 Q4	$312K	Buy	5,635 +795	+16%	+$40.3K	0.01%	68
2023 Q3	$241K	Hold	4,840	–	–	0.01%	73
2023 Q2	$253K	Hold	4,840	–	–	0.01%	66
2023 Q1	$242K	Sell	4,840 -50	-1%	-$2.55K	0.01%	65
2022 Q4	$237K	Buy	+4,890	New	+$236K	0.01%	69

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

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

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return