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

Parr McKnight Wealth Management Group’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	$9.38M	Buy	121,671 +21,546	+22%	+$1.58M	1.11%	18
2026 Q1	$6.76M	Buy	100,125 +6,253	+7%	+$434K	0.89%	29
2025 Q4	$6.2M	Buy	93,872 +2,118	+2%	+$139K	0.81%	33
2025 Q3	$5.99M	Buy	91,754 +13,509	+17%	+$868K	0.79%	32
2025 Q2	$4.85M	Buy	78,245 +20,130	+35%	+$1.18M	0.67%	42
2025 Q1	$3.39M	Sell	58,115 -2,438	-4%	-$151K	0.49%	65
2024 Q4	$3.77M	Buy	+60,553	New	+$3.88M	0.54%	50

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

Parr McKnight Wealth Management Group's IJH Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q2 2026, buying an estimated $1.58M and bringing the position to 121,671 shares worth $9.38M. The position accounts for 1.11% of the portfolio, ranked #18.

Parr McKnight Wealth Management Group first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Parr McKnight Wealth Management Group held 121,671 shares of iShares Core S&P Mid-Cap ETF worth $9.38M as of Q2 2026.
Parr McKnight Wealth Management Group bought 21,546 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.58M.
iShares Core S&P Mid-Cap ETF made up 1.11% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #18 holding.
Parr McKnight Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.