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

Red Door 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	$665K	Sell	8,618 -100	-1%	-$7.34K	0.06%	155
2026 Q1	$589K	Buy	8,718 +3	+0%	+$208	0.06%	155
2025 Q4	$575K	Buy	8,715 +33	+0.4%	+$2.16K	0.06%	148
2025 Q3	$567K	Buy	8,682 +1,379	+19%	+$88.6K	0.06%	151
2025 Q2	$453K	Sell	7,303 -3,194	-30%	-$187K	0.05%	167
2025 Q1	$612K	Sell	10,497 -1,846	-15%	-$115K	0.09%	117
2024 Q4	$769K	Buy	12,343 +2,780	+29%	+$178K	0.12%	108
2024 Q3	$596K	Buy	9,563 +3,460	+57%	+$209K	0.1%	110
2024 Q2	$357K	Buy	6,103 +690	+13%	+$40.5K	0.06%	144
2024 Q1	$329K	Sell	5,413 -2	-0%	-$113	0.06%	152
2023 Q4	$300K	Buy	+5,415	New	+$275K	0.07%	153
2023 Q1	–	Sell	-14,815	Closed	-$717K	–	145
2022 Q4	$717K	Buy	+14,815	New	+$716K	0.24%	79
2020 Q3	–	Sell	-1,130	Closed	-$40K	–	242
2020 Q2	$40K	Hold	1,130	–	–	0.03%	198
2020 Q1	$32K	Buy	+1,130	New	+$42K	0.03%	197

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Red Door Wealth Management's IJH Position: Q2 2026 in Review

Red Door Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q2 2026, selling an estimated $7.34K and leaving 8,618 shares worth $665K. The position accounts for 0.06% of the portfolio, ranked #155.

Red Door Wealth Management first reported a position in IJH in Q1 2020 and has held it in 14 quarters since. The position peaked at $769K in Q4 2024. 539 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Red Door Wealth Management held 8,618 shares of iShares Core S&P Mid-Cap ETF worth $665K as of Q2 2026.
Red Door Wealth Management sold 100 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.34K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Red Door Wealth Management's portfolio in Q2 2026, its #155 holding.
Red Door Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 14 quarters since.
Red Door Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $769K in Q4 2024.
539 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.