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

Rise 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	$305K	Buy	3,951 +10	+0.3%	+$734	0.09%	77
2026 Q1	$268K	Buy	3,941 +9	+0.2%	+$624	0.09%	80
2025 Q4	$259K	Sell	3,932 -169	-4%	-$11.1K	0.09%	83
2025 Q3	$268K	Sell	4,101 -360	-8%	-$23.1K	0.1%	82
2025 Q2	$277K	Sell	4,461 -2,355	-35%	-$138K	0.11%	72
2025 Q1	$398K	Sell	6,816 -2,241	-25%	-$139K	0.18%	53
2024 Q4	$564K	Sell	9,057 -882	-9%	-$56.6K	0.27%	32
2024 Q3	$619K	Sell	9,939 -1,456	-13%	-$87.8K	0.3%	31
2024 Q2	$667K	Buy	11,395 +31	+0.3%	+$1.82K	0.35%	25
2024 Q1	$690K	Sell	11,364 -636	-5%	-$36K	0.37%	24
2023 Q4	$665K	Sell	12,000 -830	-6%	-$42.1K	0.47%	19
2023 Q3	$640K	Sell	12,830 -5,300	-29%	-$278K	0.51%	19
2023 Q2	$948K	Sell	18,130 -350	-2%	-$17.4K	0.73%	15
2023 Q1	$925K	Sell	18,480 -900	-5%	-$45.9K	0.7%	17
2022 Q4	$938K	Sell	19,380 -4,955	-20%	-$239K	0.75%	19
2022 Q3	$1.07M	Sell	24,335 -110	-0.4%	-$5.32K	0.88%	19
2022 Q2	$1.11M	Buy	24,445 +240	+1%	+$11.8K	1.12%	18
2022 Q1	$1.3M	Sell	24,205 -1,055	-4%	-$56.2K	1.17%	17
2021 Q4	$1.43M	Buy	+25,260	New	+$1.41M	1.36%	17

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

Rise Advisors's IJH Position: Q2 2026 in Review

Rise Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q2 2026, buying an estimated $734 and bringing the position to 3,951 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #77.

Rise Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2021. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Rise Advisors held 3,951 shares of iShares Core S&P Mid-Cap ETF worth $305K as of Q2 2026.
Rise Advisors bought 10 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $734.
iShares Core S&P Mid-Cap ETF made up 0.09% of Rise Advisors's portfolio in Q2 2026, its #77 holding.
Rise Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Rise Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.43M in Q4 2021.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.