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

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

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

Orgel Wealth Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 1,548,629 shares worth $119M. The stake represents 2.26% of the portfolio and ranks #16 among its holdings. This is a return to the name: Orgel Wealth Management previously reported a position in IJH as recently as Q3 2024.

Orgel Wealth Management first reported a position in IJH in Q4 2022 and has held it in 9 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Orgel Wealth Management held 1,548,629 shares of iShares Core S&P Mid-Cap ETF worth $119M as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Orgel Wealth Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 2.26% of Orgel Wealth Management's portfolio in Q2 2026, its #16 holding.
Orgel Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 9 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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