RKL Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $85.8M | Sell |
1,112,664
-4,835
| -0.4% | -$355K | 6.84% | 3 |
|
|
2026
Q1 | $75.5M | Sell |
1,117,499
-118,150
| -10% | -$8.2M | 6.79% | 3 |
|
|
2025
Q4 | $81.6M | Sell |
1,235,649
-5,899
| -0.5% | -$386K | 6.69% | 3 |
|
|
2025
Q3 | $81M | Sell |
1,241,548
-12,159
| -1% | -$781K | 6.91% | 3 |
|
|
2025
Q2 | $77.8M | Buy |
1,253,707
+10,777
| +0.9% | +$633K | 6.83% | 3 |
|
|
2025
Q1 | $72.5M | Buy |
1,242,930
+82,081
| +7% | +$5.1M | 6.83% | 3 |
|
|
2024
Q4 | $72.3M | Buy |
1,160,849
+30,756
| +3% | +$1.97M | 6.44% | 4 |
|
|
2024
Q3 | $70.4M | Buy |
1,130,093
+41,133
| +4% | +$2.48M | 6.37% | 4 |
|
|
2024
Q2 | $63.7M | Buy |
1,088,960
+46,118
| +4% | +$2.71M | 6.14% | 4 |
|
|
2024
Q1 | $63.3M | Buy |
1,042,842
+81,892
| +9% | +$4.64M | 6.28% | 4 |
|
|
2023
Q4 | $53.3M | Buy |
960,950
+63,735
| +7% | +$3.23M | 5.76% | 4 |
|
|
2023
Q3 | $44.7M | Buy |
897,215
+24,905
| +3% | +$1.31M | 5.47% | 4 |
|
|
2023
Q2 | $45.6M | Buy |
872,310
+31,890
| +4% | +$1.58M | 5.4% | 4 |
|
|
2023
Q1 | $42M | Buy |
840,420
+11,935
| +1% | +$608K | 5.31% | 4 |
|
|
2022
Q4 | $40.1M | Buy |
828,485
+33,175
| +4% | +$1.6M | 5.36% | 4 |
|
|
2022
Q3 | $34.9M | Buy |
795,310
+41,275
| +5% | +$2M | 5.02% | 4 |
|
|
2022
Q2 | $34.1M | Buy |
754,035
+18,585
| +3% | +$917K | 4.68% | 5 |
|
|
2022
Q1 | $39.5M | Buy |
735,450
+35,635
| +5% | +$1.9M | 4.74% | 5 |
|
|
2021
Q4 | $39.6M | Buy |
699,815
+33,235
| +5% | +$1.85M | 4.7% | 5 |
|
|
2021
Q3 | $35.1M | Buy |
666,580
+15,665
| +2% | +$843K | 4.45% | 5 |
|
|
2021
Q2 | $35M | Buy |
650,915
+9,790
| +2% | +$529K | 4.41% | 5 |
|
|
2021
Q1 | $33.4M | Sell |
641,125
-6,125
| -0.9% | -$306K | 4.47% | 5 |
|
|
2020
Q4 | $29.8M | Buy |
647,250
+8,120
| +1% | +$342K | 4.15% | 5 |
|
|
2020
Q3 | $23.7M | Buy |
639,130
+17,325
| +3% | +$648K | 3.77% | 5 |
|
|
2020
Q2 | $22.1M | Buy |
621,805
+112,215
| +22% | +$3.73M | 3.79% | 5 |
|
|
2020
Q1 | $14.7M | Buy |
509,590
+172,285
| +51% | +$6.41M | 3.07% | 7 |
|
|
2019
Q4 | $13.9M | Sell |
337,305
-1,060
| -0.3% | -$42K | 2.49% | 9 |
|
|
2019
Q3 | $13.1M | Buy |
338,365
+11,160
| +3% | +$429K | 2.49% | 9 |
|
|
2019
Q2 | $12.7M | Buy |
327,205
+46,170
| +16% | +$1.77M | 2.34% | 9 |
|
|
2019
Q1 | $10.6M | Buy |
281,035
+43,375
| +18% | +$1.6M | 2.08% | 11 |
|
|
2018
Q4 | $7.89M | Buy |
237,660
+57,205
| +32% | +$2.09M | 1.82% | 13 |
|
|
2018
Q3 | $7.26M | Buy |
180,455
+21,810
| +14% | +$877K | 1.54% | 17 |
|
|
2018
Q2 | $6.18M | Buy |
158,645
+18,795
| +13% | +$726K | 1.4% | 19 |
|
|
2018
Q1 | $5.25M | Buy |
139,850
+78,255
| +127% | +$2.99M | 1.24% | 22 |
|
|
2017
Q4 | $2.34M | Buy |
+61,595
| New | +$2.28M | 0.58% | 43 |
|
Other funds holding IJH
RKL Wealth Management's IJH Position: Q2 2026 in Review
RKL Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.43% in Q2 2026, selling an estimated $355K and leaving 1,112,664 shares worth $85.8M. The position accounts for 6.84% of the portfolio, ranked #3.
RKL Wealth Management first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- RKL Wealth Management held 1,112,664 shares of iShares Core S&P Mid-Cap ETF worth $85.8M as of Q2 2026.
- RKL Wealth Management sold 4,835 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $355K.
- iShares Core S&P Mid-Cap ETF made up 6.84% of RKL Wealth Management's portfolio in Q2 2026, its #3 holding.
- RKL Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.