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

Selective 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	$427K	Buy	5,659 +33	+0.6%	+$2.42K	0.11%	96
2026 Q1	$403K	Sell	5,626 -247	-4%	-$17.1K	0.12%	90
2025 Q4	$413K	Buy	5,873 +31	+0.5%	+$2.03K	0.13%	71
2025 Q3	$381K	Buy	5,842 +9	+0.2%	+$578	0.12%	71
2025 Q2	$371K	Sell	5,833 -18	-0.3%	-$1.06K	0.14%	67
2025 Q1	$318K	Buy	5,851 +15	+0.3%	+$932	0.14%	70
2024 Q4	$368K	Sell	5,836 -863	-13%	-$55.3K	0.15%	66
2024 Q3	$415K	Sell	6,699 -2,936	-30%	-$177K	0.17%	64
2024 Q2	$556K	Sell	9,635 -219	-2%	-$12.9K	0.25%	56
2024 Q1	$579K	Sell	9,854 -611	-6%	-$34.6K	0.25%	54
2023 Q4	$564K	Sell	10,465 -2,900	-22%	-$147K	0.28%	42
2023 Q3	$650K	Sell	13,365 -1,750	-12%	-$91.7K	0.36%	35
2023 Q2	$795K	Buy	+15,115	New	+$751K	0.4%	33
2022 Q4	$886K	Sell	17,385 -360	-2%	-$17.4K	0.47%	34
2022 Q3	$778K	Sell	17,745 -1,725	-9%	-$83.4K	0.33%	42
2022 Q2	$881K	Buy	19,470 +18,190	+1,421%	+$898K	0.31%	47
2022 Q1	$69K	Buy	+1,280	New	+$68.1K	0.03%	253

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Selective Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.59% in Q2 2026, buying an estimated $2.42K and bringing the position to 5,659 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #96.

Selective Wealth Management first reported a position in IJH in Q1 2022 and has held it in 17 quarters since. The position peaked at $886K in Q4 2022. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Selective Wealth Management held 5,659 shares of iShares Core S&P Mid-Cap ETF worth $427K as of Q2 2026.
Selective Wealth Management bought 33 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.42K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Selective Wealth Management's portfolio in Q2 2026, its #96 holding.
Selective Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Selective Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $886K in Q4 2022.
1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.