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

Roberts Wealth 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 		– Sell
-5,085
Closed -$343K – 112
2026
Q1 		$343K Buy
+5,085
New +$353K 0.09% 93
2025
Q1 		– Sell
-3,675
Closed -$235K – 103
2024
Q4 		$235K Buy
+3,675
New +$236K 0.07% 94

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

Roberts Wealth Advisors's IJH Position: Q2 2026 in Review

Roberts Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 5,085 shares — an estimated $343K sold.

Roberts Wealth Advisors first reported a position in IJH in Q4 2024 and held it in 2 quarters. The position peaked at $343K in Q1 2026. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Roberts Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Roberts Wealth Advisors sold 5,085 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $343K.
  • Roberts Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Roberts Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $343K in Q1 2026.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.