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

Petros Family Wealth’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	$4.24M	Buy	54,924 +2,983	+6%	+$219K	2.59%	8
2026 Q1	$3.51M	Buy	51,941 +4,314	+9%	+$299K	2.5%	8
2025 Q4	$3.14M	Buy	47,627 +6,378	+15%	+$418K	2.09%	9
2025 Q3	$2.69M	Buy	41,249 +370	+0.9%	+$23.8K	2.25%	8
2025 Q2	$2.54M	Buy	40,879 +2,915	+8%	+$171K	2.32%	9
2025 Q1	$2.22M	Buy	37,964 +139	+0.4%	+$8.63K	2.45%	7
2024 Q4	$2.36M	Buy	+37,825	New	+$2.43M	2.54%	8

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Petros Family Wealth's IJH Position: Q2 2026 in Review

Petros Family Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q2 2026, buying an estimated $219K and bringing the position to 54,924 shares worth $4.24M. The position accounts for 2.59% of the portfolio, ranked #8.

Petros Family Wealth first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 1,109 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Petros Family Wealth held 54,924 shares of iShares Core S&P Mid-Cap ETF worth $4.24M as of Q2 2026.
Petros Family Wealth bought 2,983 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $219K.
iShares Core S&P Mid-Cap ETF made up 2.59% of Petros Family Wealth's portfolio in Q2 2026, its #8 holding.
Petros Family Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,109 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.