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

Parisi Gray 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	$6.14M	Buy	79,654 +1,002	+1%	+$73.5K	1.26%	21
2026 Q1	$5.31M	Sell	78,652 -30,204	-28%	-$2.1M	1.27%	21
2025 Q4	$7.18M	Sell	108,856 -4,216	-4%	-$276K	1.63%	14
2025 Q3	$7.38M	Buy	113,072 +178	+0.2%	+$11.4K	1.92%	14
2025 Q2	$7M	Buy	112,894 +42,912	+61%	+$2.52M	2.01%	13
2025 Q1	$4.08M	Buy	69,982 +4,153	+6%	+$258K	1.33%	21
2024 Q4	$4.1M	Buy	65,829 +371	+0.6%	+$23.8K	1.3%	22
2024 Q3	$4.08M	Buy	65,458 +943	+1%	+$56.9K	1.35%	22
2024 Q2	$3.78M	Buy	64,515 +546	+0.9%	+$32.1K	1.35%	19
2024 Q1	$3.89M	Sell	63,969 -5,656	-8%	-$320K	1.46%	17
2023 Q4	$3.86M	Buy	69,625 +725	+1%	+$36.8K	1.56%	14
2023 Q3	$3.44M	Sell	68,900 -38,740	-36%	-$2.03M	1.56%	14
2023 Q2	$5.39M	Buy	107,640 +19,675	+22%	+$978K	2.46%	9
2023 Q1	$4.4M	Sell	87,965 -17,930	-17%	-$913K	2.74%	10
2022 Q4	$5.12M	Buy	105,895 +19,170	+22%	+$926K	2.52%	11
2022 Q3	$3.8M	Sell	86,725 -11,945	-12%	-$577K	2.89%	10
2022 Q2	$4.46M	Buy	98,670 +6,250	+7%	+$309K	2.33%	10
2022 Q1	$4.96M	Sell	92,420 -49,800	-35%	-$2.65M	2.01%	12
2021 Q4	$8.05M	Sell	142,220 -75	-0.1%	-$4.17K	3.01%	7
2021 Q3	$7.61M	Sell	142,295 -36,825	-21%	-$1.98M	3.15%	8
2021 Q2	$9.63M	Sell	179,120 -3,070	-2%	-$166K	3.53%	6
2021 Q1	$9.48M	Sell	182,190 -4,130	-2%	-$206K	3.96%	6
2020 Q4	$8.56M	Buy	186,320 +180	+0.1%	+$7.58K	3.8%	6
2020 Q3	$6.9M	Sell	186,140 -12,255	-6%	-$458K	3.59%	7
2020 Q2	$7.05M	Buy	198,395 +2,300	+1%	+$76.4K	4.05%	6
2020 Q1	$5.62M	Sell	196,095 -6,475	-3%	-$241K	3.98%	6
2019 Q4	$8.34M	Sell	202,570 -1,625	-0.8%	-$64.4K	4.72%	5
2019 Q3	$7.9M	Sell	204,195 -4,735	-2%	-$182K	5.24%	4
2019 Q2	$8.12M	Buy	208,930 +790	+0.4%	+$30.3K	5.52%	4
2019 Q1	$7.9M	Sell	208,140 -6,240	-3%	-$230K	5.05%	4
2018 Q4	$7.04M	Buy	214,380 +7,540	+4%	+$275K	4.77%	4
2018 Q3	$8.3M	Buy	206,840 +14,250	+7%	+$573K	5.11%	3
2018 Q2	$7.65M	Sell	192,590 -12,365	-6%	-$478K	5.1%	3
2018 Q1	$7.61M	Buy	204,955 +955	+0.5%	+$36.5K	5.83%	3
2017 Q4	$7.82M	Buy	+204,000	New	+$7.54M	5.83%	3

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Parisi Gray Wealth Management's IJH Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, buying an estimated $73.5K and bringing the position to 79,654 shares worth $6.14M. The position accounts for 1.26% of the portfolio, ranked #21.

Parisi Gray Wealth Management first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.63M in Q2 2021. 827 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Parisi Gray Wealth Management held 79,654 shares of iShares Core S&P Mid-Cap ETF worth $6.14M as of Q2 2026.
Parisi Gray Wealth Management bought 1,002 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $73.5K.
iShares Core S&P Mid-Cap ETF made up 1.26% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #21 holding.
Parisi Gray Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
Parisi Gray Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $9.63M in Q2 2021.
827 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.