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

Presilium Private 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	$411K	Sell	5,333 -328	-6%	-$24.1K	0.06%	69
2026 Q1	$382K	Buy	5,661 +101	+2%	+$7.01K	0.07%	61
2025 Q4	$367K	Buy	5,560 +751	+16%	+$49.2K	0.07%	59
2025 Q3	$314K	Buy	4,809 +479	+11%	+$30.8K	0.06%	63
2025 Q2	$269K	Buy	4,330 +62	+1%	+$3.64K	0.05%	64
2025 Q1	$249K	Buy	4,268 +418	+11%	+$26K	0.06%	65
2024 Q4	$240K	Buy	3,850 +19	+0.5%	+$1.22K	0.06%	72
2024 Q3	$239K	Buy	3,831 +316	+9%	+$19.1K	0.06%	71
2024 Q2	$206K	Buy	3,515 +202	+6%	+$11.9K	0.05%	71
2024 Q1	$201K	Sell	3,313 -347	-9%	-$19.6K	0.05%	68
2023 Q4	$203K	Sell	3,660 -7,945	-68%	-$403K	0.06%	70
2023 Q3	$579K	Buy	11,605 +15	+0.1%	+$786	0.18%	32
2023 Q2	$606K	Sell	11,590 -60	-0.5%	-$2.98K	0.21%	32
2023 Q1	$583K	Buy	11,650 +80	+0.7%	+$4.08K	0.22%	30
2022 Q4	$560K	Buy	+11,570	New	+$559K	0.23%	28

Other funds holding IJH

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

OWM

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Presilium Private Wealth's IJH Position: Q2 2026 in Review

Presilium Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.8% in Q2 2026, selling an estimated $24.1K and leaving 5,333 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #69.

Presilium Private Wealth first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $606K in Q2 2023. 908 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Presilium Private Wealth held 5,333 shares of iShares Core S&P Mid-Cap ETF worth $411K as of Q2 2026.
Presilium Private Wealth sold 328 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $24.1K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Presilium Private Wealth's portfolio in Q2 2026, its #69 holding.
Presilium Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Presilium Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $606K in Q2 2023.
908 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.