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

Primoris Wealth Advisors’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	$905K	Sell	11,736 -743	-6%	-$54.5K	0.41%	56
2026 Q1	$843K	Buy	12,479 +65	+0.5%	+$4.51K	0.59%	41
2025 Q4	$819K	Sell	12,414 -10	-0.1%	-$655	0.49%	49
2025 Q3	$811K	Sell	12,424 -10	-0.1%	-$643	0.52%	46
2025 Q2	$771K	Buy	12,434 +1	+0%	+$59	0.53%	46
2025 Q1	$725K	Buy	12,433 +743	+6%	+$46.1K	0.56%	45
2024 Q4	$728K	Sell	11,690 -5	-0%	-$321	0.55%	46
2024 Q3	$729K	Hold	11,695	–	–	0.53%	52
2024 Q2	$684K	Hold	11,695	–	–	0.55%	50
2024 Q1	$710K	Hold	11,695	–	–	0.57%	49
2023 Q4	$648K	Buy	+11,695	New	+$593K	0.61%	44

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primoris Wealth Advisors's IJH Position: Q2 2026 in Review

Primoris Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6% in Q2 2026, selling an estimated $54.5K and leaving 11,736 shares worth $905K. The position accounts for 0.41% of the portfolio, ranked #56.

Primoris Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Primoris Wealth Advisors held 11,736 shares of iShares Core S&P Mid-Cap ETF worth $905K as of Q2 2026.
Primoris Wealth Advisors sold 743 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $54.5K.
iShares Core S&P Mid-Cap ETF made up 0.41% of Primoris Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Primoris Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.