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Prosperity Consulting Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Prosperity Consulting Group’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 		$3.9M Sell
50,616
-3,405
-6% -$250K 0.15% 107
2026
Q1 		$3.65M Sell
54,021
-146
-0.3% -$10.1K 0.16% 100
2025
Q4 		$3.58M Buy
54,167
+46
+0.1% +$3.01K 0.16% 103
2025
Q3 		$3.53M Buy
54,121
+39,027
+259% +$2.51M 0.17% 102
2025
Q2 		$936K Sell
15,094
-895
-6% -$52.5K 0.07% 235
2025
Q1 		$933K Buy
15,989
+3,831
+32% +$238K 0.07% 232
2024
Q4 		$758K Sell
12,158
-155
-1% -$9.94K 0.06% 261
2024
Q3 		$767K Buy
12,313
+528
+4% +$31.8K 0.06% 258
2024
Q2 		$690K Buy
11,785
+4,330
+58% +$254K 0.09% 154
2024
Q1 		$453K Sell
7,455
-500
-6% -$28.3K 0.06% 215
2023
Q4 		$441K Buy
7,955
+175
+2% +$8.88K 0.15% 120
2023
Q3 		$388K Sell
7,780
-220
-3% -$11.5K 0.18% 101
2023
Q2 		$418K Buy
8,000
+15
+0.2% +$745 0.26% 70
2023
Q1 		$400K Buy
7,985
+45
+0.6% +$2.29K 0.25% 72
2022
Q4 		$384K Buy
7,940
+70
+0.9% +$3.38K 0.26% 71
2022
Q3 		$345K Buy
7,870
+220
+3% +$10.6K 0.28% 68
2022
Q2 		$346K Buy
7,650
+20
+0.3% +$987 0.3% 61
2022
Q1 		$409K Hold
7,630
– – 0.3% 65
2021
Q4 		$405K Buy
+7,630
New +$425K 0.3% 65

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prosperity Consulting Group's IJH Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.3% in Q2 2026, selling an estimated $250K and leaving 50,616 shares worth $3.9M. The position accounts for 0.15% of the portfolio, ranked #107.

Prosperity Consulting Group first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Prosperity Consulting Group held 50,616 shares of iShares Core S&P Mid-Cap ETF worth $3.9M as of Q2 2026.
  • Prosperity Consulting Group sold 3,405 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $250K.
  • iShares Core S&P Mid-Cap ETF made up 0.15% of Prosperity Consulting Group's portfolio in Q2 2026, its #107 holding.
  • Prosperity Consulting Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.