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

Rockwood Wealth Management’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	$3.04M	Buy	39,429 +1,733	+5%	+$127K	0.19%	23
2026 Q1	$2.55M	Sell	37,696 -4,023	-10%	-$279K	0.18%	24
2025 Q4	$2.75M	Buy	41,719 +5,819	+16%	+$381K	0.21%	22
2025 Q3	$2.34M	Sell	35,900 -6,688	-16%	-$430K	0.19%	23
2025 Q2	$2.64M	Sell	42,588 -2,770	-6%	-$163K	0.23%	22
2025 Q1	$2.65M	Buy	45,358 +3,592	+9%	+$223K	0.27%	21
2024 Q4	$2.6M	Buy	41,766 +5,788	+16%	+$371K	0.28%	22
2024 Q3	$2.24M	Buy	35,978 +3,008	+9%	+$181K	0.25%	22
2024 Q2	$1.93M	Buy	32,970 +4,992	+18%	+$293K	0.23%	26
2024 Q1	$1.7M	Buy	27,978 +3	+0%	+$170	0.22%	23
2023 Q4	$1.55M	Buy	27,975 +22,470	+408%	+$1.14M	0.23%	24
2023 Q3	$275K	Sell	5,505 -200	-4%	-$10.5K	0.05%	53
2023 Q2	$298K	Buy	5,705 +980	+21%	+$48.7K	0.05%	61
2023 Q1	$236K	Sell	4,725 -1,095	-19%	-$55.8K	0.05%	64
2022 Q4	$282K	Buy	5,820 +75	+1%	+$3.62K	0.07%	56
2022 Q3	$252K	Sell	5,745 -45	-0.8%	-$2.18K	0.08%	58
2022 Q2	$262K	Buy	+5,790	New	+$286K	0.12%	57

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Rockwood Wealth Management's IJH Position: Q2 2026 in Review

Rockwood Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q2 2026, buying an estimated $127K and bringing the position to 39,429 shares worth $3.04M. The position accounts for 0.19% of the portfolio, ranked #23.

Rockwood Wealth Management first reported a position in IJH in Q2 2022 and has held it in 17 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Rockwood Wealth Management held 39,429 shares of iShares Core S&P Mid-Cap ETF worth $3.04M as of Q2 2026.
Rockwood Wealth Management bought 1,733 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $127K.
iShares Core S&P Mid-Cap ETF made up 0.19% of Rockwood Wealth Management's portfolio in Q2 2026, its #23 holding.
Rockwood Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.