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

Retirement Wealth Solutions’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	$1.1M	Sell	14,237 -3,600	-20%	-$264K	0.6%	32
2026 Q1	$1.2M	Sell	17,837 -64	-0.4%	-$4.44K	0.76%	27
2025 Q4	$1.18M	Buy	17,901 +821	+5%	+$53.8K	0.75%	28
2025 Q3	$1.11M	Buy	17,080 +11	+0.1%	+$707	0.73%	29
2025 Q2	$1.06M	Buy	17,069 +2,432	+17%	+$143K	0.77%	27
2025 Q1	$854K	Buy	14,637 +7	+0%	+$435	0.69%	27
2024 Q4	$905K	Buy	+14,630	New	+$938K	0.77%	25

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Retirement Wealth Solutions's IJH Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q2 2026, selling an estimated $264K and leaving 14,237 shares worth $1.1M. The position accounts for 0.6% of the portfolio, ranked #32.

Retirement Wealth Solutions first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q1 2026. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Retirement Wealth Solutions held 14,237 shares of iShares Core S&P Mid-Cap ETF worth $1.1M as of Q2 2026.
Retirement Wealth Solutions sold 3,600 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $264K.
iShares Core S&P Mid-Cap ETF made up 0.6% of Retirement Wealth Solutions's portfolio in Q2 2026, its #32 holding.
Retirement Wealth Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's iShares Core S&P Mid-Cap ETF position peaked at $1.2M in Q1 2026.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.