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

RVW Wealth’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	$410K	Hold	5,315	–	–	0.03%	123
2026 Q1	$359K	Hold	5,315	–	–	0.03%	129
2025 Q4	$351K	Buy	5,315 +31	+0.6%	+$2.03K	0.03%	129
2025 Q3	$345K	Hold	5,284	–	–	0.03%	132
2025 Q2	$328K	Buy	5,284 +194	+4%	+$11.4K	0.03%	133
2025 Q1	$297K	Sell	5,090 -712	-12%	-$44.2K	0.03%	134
2024 Q4	$362K	Sell	5,802 -255	-4%	-$16.4K	0.03%	106
2024 Q3	$377K	Buy	6,057 +712	+13%	+$42.9K	0.04%	108
2024 Q2	$313K	Hold	5,345	–	–	0.03%	117
2024 Q1	$325K	Sell	5,345 -460	-8%	-$26K	0.03%	111
2023 Q4	$322K	Sell	5,805 -95	-2%	-$4.82K	0.04%	110
2023 Q3	$294K	Sell	5,900 -2,675	-31%	-$140K	0.04%	109
2023 Q2	$448K	Buy	8,575 +1,795	+26%	+$89.2K	0.05%	101
2023 Q1	$339K	Sell	6,780 -1,350	-17%	-$68.8K	0.04%	110
2022 Q4	$393K	Sell	8,130 -465	-5%	-$22.5K	0.05%	107
2022 Q3	$377K	Hold	8,595	–	–	0.05%	103
2022 Q2	$389K	Buy	8,595 +215	+3%	+$10.6K	0.05%	102
2022 Q1	$450K	Buy	8,380 +1,350	+19%	+$71.9K	0.05%	96
2021 Q4	$398K	Hold	7,030	–	–	0.04%	99
2021 Q3	$0	Hold	7,030	–	–	﹤0.01%	102
2021 Q2	$0	Buy	7,030 +95	+1%	+$5.13K	﹤0.01%	95
2021 Q1	$1M	Hold	6,935	–	–	0.13%	78
2020 Q4	$1M	Hold	6,935	–	–	0.15%	71
2020 Q3	$257K	Buy	+6,935	New	+$259K	0.04%	86
2020 Q2	–	Sell	-23,625	Closed	-$680K	–	98
2020 Q1	$680K	Sell	23,625 -10,135	-30%	-$377K	0.16%	68
2019 Q4	$1.39M	Buy	33,760 +715	+2%	+$28.3K	0.3%	40
2019 Q3	$1.28M	Buy	+33,045	New	+$1.27M	0.3%	39

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

RVW Wealth's IJH Position: Q2 2026 in Review

RVW Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,315 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #123.

RVW Wealth first reported a position in IJH in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q4 2019. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

RVW Wealth held 5,315 shares of iShares Core S&P Mid-Cap ETF worth $410K as of Q2 2026.
RVW Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of RVW Wealth's portfolio in Q2 2026, its #123 holding.
RVW Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
RVW Wealth's iShares Core S&P Mid-Cap ETF position peaked at $1.39M in Q4 2019.
635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.