Portus Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Portus Wealth Advisors's IJH Position: Q2 2026 in Review
Portus Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q2 2026, buying an estimated $27.9K and bringing the position to 20,724 shares worth $1.6M. The position accounts for 1.32% of the portfolio, ranked #24.
Portus Wealth Advisors first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Portus Wealth Advisors held 20,724 shares of iShares Core S&P Mid-Cap ETF worth $1.6M as of Q2 2026.
- Portus Wealth Advisors bought 380 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $27.9K.
- iShares Core S&P Mid-Cap ETF made up 1.32% of Portus Wealth Advisors's portfolio in Q2 2026, its #24 holding.
- Portus Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
- 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.