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

Provenance 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	$4.39M	Sell	56,949 -16,496	-22%	-$1.21M	0.42%	22
2026 Q1	$4.96M	Sell	73,445 -13,144	-15%	-$912K	0.53%	21
2025 Q4	$5.71M	Buy	86,589 +253	+0.3%	+$16.6K	0.63%	17
2025 Q3	$5.63M	Sell	86,336 -43	-0%	-$2.76K	0.73%	16
2025 Q2	$5.36M	Sell	86,379 -4,002	-4%	-$235K	0.77%	16
2025 Q1	$5.27M	Sell	90,381 -11,034	-11%	-$685K	0.76%	15
2024 Q4	$6.32M	Buy	101,415 +94,993	+1,479%	+$6.09M	0.82%	14
2024 Q3	$400K	Sell	6,422 -4	-0.1%	-$241	0.05%	108
2024 Q2	$376K	Buy	6,426 +2,049	+47%	+$120K	0.05%	100
2024 Q1	$266K	Sell	4,377 -8	-0.2%	-$453	0.04%	125
2023 Q4	$243K	Sell	4,385 -10	-0.2%	-$507	0.03%	116
2023 Q3	$219K	Buy	+4,395	New	+$230K	0.04%	108

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

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

Provenance Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q2 2026, selling an estimated $1.21M and leaving 56,949 shares worth $4.39M. The position accounts for 0.42% of the portfolio, ranked #22.

Provenance Wealth Advisors first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.32M in Q4 2024. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Provenance Wealth Advisors held 56,949 shares of iShares Core S&P Mid-Cap ETF worth $4.39M as of Q2 2026.
Provenance Wealth Advisors sold 16,496 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.21M.
iShares Core S&P Mid-Cap ETF made up 0.42% of Provenance Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Provenance Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $6.32M in Q4 2024.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.