Perspective Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Perspective Wealth Advisors's IJH Position: Q2 2026 in Review
Perspective Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.7% in Q2 2026, buying an estimated $628K and bringing the position to 136,284 shares worth $10.5M. The position accounts for 5.78% of the portfolio, ranked #4.
Perspective Wealth Advisors first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Perspective Wealth Advisors held 136,284 shares of iShares Core S&P Mid-Cap ETF worth $10.5M as of Q2 2026.
- Perspective Wealth Advisors bought 8,553 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $628K.
- iShares Core S&P Mid-Cap ETF made up 5.78% of Perspective Wealth Advisors's portfolio in Q2 2026, its #4 holding.
- Perspective Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.