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

Sax 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	$52.8M	Buy	782,210 +174,710	+29%	+$12.8M	2.15%	6
2026 Q1	$40.1M	Hold	607,500	–	–	1.94%	8
2025 Q4	$40.1M	Buy	607,500 +66	+0%	+$4.32K	1.89%	8
2025 Q3	$39.6M	Sell	607,434 -19,756	-3%	-$1.27M	2.13%	7
2025 Q2	$38.9M	Buy	627,190 +881	+0.1%	+$51.7K	2.35%	7
2025 Q1	$36.5M	Buy	626,309 +5,267	+0.8%	+$327K	2.62%	8
2024 Q4	$38.7M	Sell	621,042 -14,332	-2%	-$919K	3.03%	7
2024 Q3	$39.6M	Sell	635,374 -145,389	-19%	-$8.77M	3.53%	6
2024 Q2	$45.7M	Buy	780,763 +19,454	+3%	+$1.14M	4.35%	6
2024 Q1	$46.2M	Buy	761,309 +272,509	+56%	+$15.4M	5.4%	6
2023 Q4	$27.1M	Sell	488,800 -35,305	-7%	-$1.79M	4.42%	6
2023 Q3	$26.1M	Buy	524,105 +3,005	+0.6%	+$157K	5.15%	5
2023 Q2	$27.3M	Buy	521,100 +5,480	+1%	+$272K	5.43%	4
2023 Q1	$25.8M	Buy	515,620 +10,430	+2%	+$531K	5.6%	4
2022 Q4	$24.4M	Buy	505,190 +26,830	+6%	+$1.3M	5.64%	4
2022 Q3	$21M	Buy	478,360 +29,125	+6%	+$1.41M	5.4%	5
2022 Q2	$20.3M	Buy	449,235 +18,510	+4%	+$914K	5.17%	5
2022 Q1	$23.1M	Buy	430,725 +10,695	+3%	+$569K	5.59%	4
2021 Q4	$23.8M	Buy	420,030 +35,760	+9%	+$1.99M	4.95%	4
2021 Q3	$20.2M	Buy	384,270 +19,555	+5%	+$1.05M	4.8%	4
2021 Q2	$19.6M	Buy	364,715 +24,280	+7%	+$1.31M	6.72%	1
2021 Q1	$17.7M	Buy	340,435 +10,380	+3%	+$518K	6.48%	1
2020 Q4	$15.2M	Buy	+330,055	New	+$13.9M	6.97%	1

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Sax Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 29% in Q2 2026, buying an estimated $12.8M and bringing the position to 782,210 shares worth $52.8M. The position accounts for 2.15% of the portfolio, ranked #6.

Sax Wealth Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sax Wealth Advisors held 782,210 shares of iShares Core S&P Mid-Cap ETF worth $52.8M as of Q2 2026.
Sax Wealth Advisors bought 174,710 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.8M.
iShares Core S&P Mid-Cap ETF made up 2.15% of Sax Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Sax Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.