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

Proactive Wealth Strategies’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	$2.05M	Buy	26,580 +726	+3%	+$53.3K	0.33%	78
2026 Q1	$1.75M	Buy	25,854 +12,882	+99%	+$894K	0.33%	75
2025 Q4	$856K	Sell	12,972 -769	-6%	-$50.4K	0.34%	73
2025 Q3	$897K	Buy	13,741 +44	+0.3%	+$2.83K	0.39%	67
2025 Q2	$849K	Buy	13,697 +43	+0.3%	+$2.52K	0.4%	68
2025 Q1	$797K	Sell	13,654 -2	-0%	-$124	0.43%	65
2024 Q4	$851K	Sell	13,656 -230	-2%	-$14.8K	0.44%	61
2024 Q3	$865K	Buy	+13,886	New	+$837K	0.48%	56

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Proactive Wealth Strategies's IJH Position: Q2 2026 in Review

Proactive Wealth Strategies increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, buying an estimated $53.3K and bringing the position to 26,580 shares worth $2.05M. The position accounts for 0.33% of the portfolio, ranked #78.

Proactive Wealth Strategies first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,075 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Proactive Wealth Strategies held 26,580 shares of iShares Core S&P Mid-Cap ETF worth $2.05M as of Q2 2026.
Proactive Wealth Strategies bought 726 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $53.3K.
iShares Core S&P Mid-Cap ETF made up 0.33% of Proactive Wealth Strategies's portfolio in Q2 2026, its #78 holding.
Proactive Wealth Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,075 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.