Precedent Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Precedent Wealth Partners's IJH Position: Q2 2026 in Review
Precedent Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, selling an estimated $261K and leaving 122,813 shares worth $9.47M. The position accounts for 1.57% of the portfolio, ranked #14.
Precedent Wealth Partners first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q3 2024. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Precedent Wealth Partners held 122,813 shares of iShares Core S&P Mid-Cap ETF worth $9.47M as of Q2 2026.
- Precedent Wealth Partners sold 3,563 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $261K.
- iShares Core S&P Mid-Cap ETF made up 1.57% of Precedent Wealth Partners's portfolio in Q2 2026, its #14 holding.
- Precedent Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
- Precedent Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $13.6M in Q3 2024.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.