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

Segment 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	$639K	Hold	8,285	–	–	0.03%	207
2026 Q1	$559K	Sell	8,285 -1,900	-19%	-$132K	0.03%	207
2025 Q4	$672K	Buy	10,185 +4,965	+95%	+$325K	0.04%	195
2025 Q3	$341K	Sell	5,220 -55	-1%	-$3.54K	0.02%	237
2025 Q2	$327K	Sell	5,275 -65	-1%	-$3.82K	0.02%	236
2025 Q1	$312K	Hold	5,340	–	–	0.02%	237
2024 Q4	$333K	Hold	5,340	–	–	0.02%	214
2024 Q3	$333K	Hold	5,340	–	–	0.02%	215
2024 Q2	$312K	Hold	5,340	–	–	0.02%	215
2024 Q1	$324K	Hold	5,340	–	–	0.02%	211
2023 Q4	$296K	Hold	5,340	–	–	0.03%	202
2023 Q3	$266K	Hold	5,340	–	–	0.03%	193
2023 Q2	$279K	Hold	5,340	–	–	0.03%	188
2023 Q1	$267K	Hold	5,340	–	–	0.03%	182
2022 Q4	$258K	Hold	5,340	–	–	0.03%	185
2022 Q3	$234K	Hold	5,340	–	–	0.03%	195
2022 Q2	$242K	Hold	5,340	–	–	0.03%	197
2022 Q1	$287K	Hold	5,340	–	–	0.03%	214
2021 Q4	$302K	Buy	+5,340	New	+$297K	0.03%	207
2020 Q2	–	Sell	-9,225	Closed	-$265K	–	200
2020 Q1	$265K	Buy	9,225 +850	+10%	+$31.6K	0.06%	157
2019 Q4	$345K	Hold	8,375	–	–	0.06%	181
2019 Q3	$324K	Buy	8,375 +1,200	+17%	+$46.1K	0.06%	161
2019 Q2	$279K	Hold	7,175	–	–	0.06%	170
2019 Q1	$272K	Buy	7,175 +750	+12%	+$27.7K	0.06%	170
2018 Q4	$213K	Hold	6,425	–	–	0.05%	172
2018 Q3	$259K	Sell	6,425 -1,550	-19%	-$62.3K	0.06%	182
2018 Q2	$311K	Buy	7,975 +650	+9%	+$25.1K	0.07%	154
2018 Q1	$275K	Buy	+7,325	New	+$280K	0.07%	157
2015 Q4	–	Sell	-33,825	Closed	-$924K	–	166
2015 Q3	$924K	Buy	+33,825	New	+$983K	0.35%	74
2015 Q2	–	Sell	-33,825	Closed	-$1.03M	–	176
2015 Q1	$1.03M	Sell	33,825 -225	-0.7%	-$6.66K	0.34%	71
2014 Q4	$986K	Sell	34,050 -7,390	-18%	-$208K	0.38%	69
2014 Q3	$1.13M	Hold	41,440	–	–	0.43%	67
2014 Q2	$1.19M	Buy	+41,440	New	+$1.14M	0.46%	66

Other funds holding IJH

MRC

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LWMT

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

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

Segment Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 8,285 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #207.

Segment Wealth Management first reported a position in IJH in Q2 2014 and has held it in 33 quarters since. The position peaked at $1.19M in Q2 2014. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Segment Wealth Management held 8,285 shares of iShares Core S&P Mid-Cap ETF worth $639K as of Q2 2026.
Segment Wealth Management 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 Segment Wealth Management's portfolio in Q2 2026, its #207 holding.
Segment Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 33 quarters since.
Segment Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.19M in Q2 2014.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.