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

Secure Asset 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	$361K	Sell	4,680 -3,238	-41%	-$238K	0.05%	236
2026 Q1	$535K	Sell	7,918 -4,855	-38%	-$337K	0.08%	176
2025 Q4	$843K	Sell	12,773 -4,205	-25%	-$275K	0.13%	141
2025 Q3	$1.11M	Sell	16,978 -9,085	-35%	-$584K	0.18%	122
2025 Q2	$1.62M	Buy	26,063 +20,358	+357%	+$1.2M	0.3%	85
2025 Q1	$333K	Buy	5,705 +1,692	+42%	+$105K	0.07%	222
2024 Q4	$250K	Buy	4,013 +219	+6%	+$14K	0.04%	280
2024 Q3	$236K	Buy	+3,794	New	+$229K	0.04%	272
2020 Q2	–	Sell	-21,190	Closed	-$610K	–	157
2020 Q1	$610K	Sell	21,190 -2,720	-11%	-$101K	0.66%	39
2019 Q4	$984K	Buy	+23,910	New	+$948K	0.69%	37

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

Secure Asset Management's IJH Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 41% in Q2 2026, selling an estimated $238K and leaving 4,680 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #236.

Secure Asset Management first reported a position in IJH in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.62M in Q2 2025. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Secure Asset Management held 4,680 shares of iShares Core S&P Mid-Cap ETF worth $361K as of Q2 2026.
Secure Asset Management sold 3,238 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $238K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Secure Asset Management's portfolio in Q2 2026, its #236 holding.
Secure Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 10 quarters since.
Secure Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.62M in Q2 2025.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.