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

Provident Wealth Management’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	$193K	Sell	2,501 -17	-0.7%	-$1.25K	0.05%	98
2026 Q1	$170K	Hold	2,518	–	–	0.05%	85
2025 Q4	$166K	Sell	2,518 -49	-2%	-$3.21K	0.05%	91
2025 Q3	$168K	Sell	2,567 -103	-4%	-$6.62K	0.05%	92
2025 Q2	$166K	Hold	2,670	–	–	0.05%	87
2025 Q1	$156K	Buy	2,670 +1,450	+119%	+$90K	0.05%	87
2024 Q4	$76K	Hold	1,220	–	–	0.03%	100
2024 Q3	$76K	Buy	1,220 +310	+34%	+$18.7K	0.03%	100
2024 Q2	$53.3K	Hold	910	–	–	0.02%	97
2024 Q1	$55.3K	Buy	910 +655	+257%	+$37.1K	0.02%	81
2023 Q4	$14.1K	Hold	255	–	–	0.01%	80
2023 Q3	$12.7K	Sell	255 -10	-4%	-$524	0.01%	78
2023 Q2	$13.9K	Sell	265 -10	-4%	-$497	0.01%	79
2023 Q1	$13.8K	Hold	275	–	–	0.01%	83
2022 Q4	$13.3K	Hold	275	–	–	0.01%	79
2022 Q3	$12K	Hold	275	–	–	0.01%	83
2022 Q2	$12K	Buy	275 +235	+588%	+$11.6K	0.01%	85
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	94
2021 Q4	$2K	Sell	40 -190	-83%	-$10.6K	﹤0.01%	83
2021 Q3	$12K	Buy	230 +220	+2,200%	+$11.8K	0.01%	73
2021 Q2	$1K	Sell	10 -10	-50%	-$540	﹤0.01%	75
2021 Q1	$1K	Sell	20 -25	-56%	-$1.25K	﹤0.01%	64
2020 Q4	$2K	Sell	45 -5	-10%	-$211	﹤0.01%	59
2020 Q3	$2K	Sell	50 -54,115	-100%	-$2.02M	﹤0.01%	248
2020 Q2	$1.93M	Sell	54,165 -1,785	-3%	-$59.3K	2.12%	12
2020 Q1	$1.61M	Buy	55,950 +270	+0.5%	+$10K	1.97%	15
2019 Q4	$2.29M	Buy	+55,680	New	+$2.21M	2.04%	14

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

Provident Wealth Management's IJH Position: Q2 2026 in Review

Provident Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.68% in Q2 2026, selling an estimated $1.25K and leaving 2,501 shares worth $193K. The position accounts for 0.05% of the portfolio, ranked #98.

Provident Wealth Management first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.29M in Q4 2019. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Provident Wealth Management held 2,501 shares of iShares Core S&P Mid-Cap ETF worth $193K as of Q2 2026.
Provident Wealth Management sold 17 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.25K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Provident Wealth Management's portfolio in Q2 2026, its #98 holding.
Provident Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Provident Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.29M in Q4 2019.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.