RWB
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RMR Wealth Builders’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

RMR Wealth Builders’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 		$88.9M Buy
1,153,024
+43,599
+4% +$3.2M 5.52% 4
2026
Q1 		$74.9M Sell
1,109,425
-25,087
-2% -$1.74M 5.9% 4
2025
Q4 		$74.9M Sell
1,134,512
-316,398
-22% -$20.7M 5.99% 4
2025
Q3 		$94.7M Buy
1,450,910
+69,741
+5% +$4.48M 7.92% 4
2025
Q2 		$85.7M Buy
1,381,169
+66,072
+5% +$3.88M 7.79% 4
2025
Q1 		$76.7M Buy
1,315,097
+99,738
+8% +$6.19M 8.08% 4
2024
Q4 		$75.7M Buy
1,215,359
+70,632
+6% +$4.53M 7.83% 4
2024
Q3 		$71.3M Buy
1,144,727
+34,155
+3% +$2.06M 7.56% 4
2024
Q2 		$65M Buy
1,110,572
+51,131
+5% +$3M 7.46% 4
2024
Q1 		$64.4M Buy
1,059,441
+52,471
+5% +$2.97M 7.78% 4
2023
Q4 		$55.8M Buy
1,006,970
+98,545
+11% +$5M 7.84% 4
2023
Q3 		$45.3M Buy
908,425
+97,275
+12% +$5.1M 7.24% 4
2023
Q2 		$42.4M Buy
811,150
+41,175
+5% +$2.05M 7.22% 4
2023
Q1 		$38.5M Buy
769,975
+53,100
+7% +$2.71M 7.33% 4
2022
Q4 		$34.7M Buy
716,875
+27,065
+4% +$1.31M 7.86% 3
2022
Q3 		$30.3M Buy
689,810
+52,735
+8% +$2.55M 7.4% 4
2022
Q2 		$28.8M Buy
637,075
+40,365
+7% +$1.99M 7.18% 4
2022
Q1 		$32M Buy
596,710
+57,370
+11% +$3.05M 6.87% 4
2021
Q4 		$30.5M Buy
539,340
+89,695
+20% +$4.99M 8.77% 4
2021
Q3 		$23.7M Buy
449,645
+64,500
+17% +$3.47M 6.95% 4
2021
Q2 		$20.7M Sell
385,145
-110,320
-22% -$5.96M 6.79% 4
2021
Q1 		$25.8M Buy
495,465
+293,200
+145% +$14.6M 6.7% 4
2020
Q4 		$9.3M Sell
202,265
-322,090
-61% -$13.6M 4.57% 4
2020
Q3 		$19.4M Buy
524,355
+458,200
+693% +$17.1M 5.05% 4
2020
Q2 		$2.35M Buy
+66,155
New +$2.2M 2.1% 6
2019
Q4 		$2.18M Buy
+52,885
New +$2.1M 2.1% 8

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RMR Wealth Builders's IJH Position: Q2 2026 in Review

RMR Wealth Builders increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q2 2026, buying an estimated $3.2M and bringing the position to 1,153,024 shares worth $88.9M. The position accounts for 5.52% of the portfolio, ranked #4.

RMR Wealth Builders first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $94.7M in Q3 2025. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • RMR Wealth Builders held 1,153,024 shares of iShares Core S&P Mid-Cap ETF worth $88.9M as of Q2 2026.
  • RMR Wealth Builders bought 43,599 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.2M.
  • iShares Core S&P Mid-Cap ETF made up 5.52% of RMR Wealth Builders's portfolio in Q2 2026, its #4 holding.
  • RMR Wealth Builders first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's iShares Core S&P Mid-Cap ETF position peaked at $94.7M in Q3 2025.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.