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Premier Path Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Premier Path Wealth Partners’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 		$3.66M Buy
47,431
+7,271
+18% +$534K 0.42% 57
2026
Q1 		$2.71M Sell
40,160
-5,021
-11% -$348K 0.35% 63
2025
Q4 		$2.98M Sell
45,181
-1,954
-4% -$128K 0.39% 59
2025
Q3 		$3.08M Buy
47,135
+2,980
+7% +$192K 0.4% 57
2025
Q2 		$2.74M Sell
44,155
-249
-0.6% -$14.6K 0.38% 58
2025
Q1 		$2.59M Buy
44,404
+1,161
+3% +$72.1K 0.4% 57
2024
Q4 		$2.69M Buy
43,243
+281
+0.7% +$18K 0.41% 52
2024
Q3 		$2.68M Sell
42,962
-1,622
-4% -$97.8K 0.42% 51
2024
Q2 		$2.61M Sell
44,584
-2,414
-5% -$142K 0.44% 48
2024
Q1 		$2.85M Buy
46,998
+6,098
+15% +$345K 0.54% 37
2023
Q4 		$2.29M Buy
+40,900
New +$2.07M 0.51% 40

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Premier Path Wealth Partners's IJH Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q2 2026, buying an estimated $534K and bringing the position to 47,431 shares worth $3.66M. The position accounts for 0.42% of the portfolio, ranked #57.

Premier Path Wealth Partners first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,345 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Premier Path Wealth Partners held 47,431 shares of iShares Core S&P Mid-Cap ETF worth $3.66M as of Q2 2026.
  • Premier Path Wealth Partners bought 7,271 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $534K.
  • iShares Core S&P Mid-Cap ETF made up 0.42% of Premier Path Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Premier Path 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.
  • 1,345 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.