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

SFG 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	$689K	Sell	8,938 -965	-10%	-$70.8K	0.25%	61
2026 Q1	$669K	Sell	9,903 -1,323	-12%	-$91.8K	0.28%	52
2025 Q4	$741K	Sell	11,226 -206	-2%	-$13.5K	0.29%	64
2025 Q3	$746K	Sell	11,432 -870	-7%	-$55.9K	0.32%	59
2025 Q2	$763K	Buy	12,302 +223	+2%	+$13.1K	0.46%	37
2025 Q1	$705K	Buy	12,079 +156	+1%	+$9.69K	0.34%	53
2024 Q4	$743K	Buy	11,923 +243	+2%	+$15.6K	0.39%	41
2024 Q3	$728K	Sell	11,680 -478	-4%	-$28.8K	0.39%	43
2024 Q2	$711K	Sell	12,158 -119	-1%	-$6.99K	0.41%	42
2024 Q1	$746K	Sell	12,277 -878	-7%	-$49.7K	0.44%	36
2023 Q4	$729K	Buy	13,155 +2,205	+20%	+$112K	0.49%	38
2023 Q3	$546K	Sell	10,950 -115	-1%	-$6.03K	0.43%	42
2023 Q2	$579K	Buy	11,065 +175	+2%	+$8.7K	0.49%	38
2023 Q1	$545K	Sell	10,890 -60	-0.5%	-$3.06K	0.6%	30
2022 Q4	$530K	Sell	10,950 -880	-7%	-$42.5K	0.65%	30
2022 Q3	$519K	Sell	11,830 -215	-2%	-$10.4K	0.7%	32
2022 Q2	$545K	Sell	12,045 -1,550	-11%	-$76.5K	0.63%	37
2022 Q1	$730K	Sell	13,595 -680	-5%	-$36.2K	0.68%	39
2021 Q4	$808K	Buy	+14,275	New	+$795K	0.72%	38

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

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

SFG Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.7% in Q2 2026, selling an estimated $70.8K and leaving 8,938 shares worth $689K. The position accounts for 0.25% of the portfolio, ranked #61.

SFG Wealth Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $808K in Q4 2021. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SFG Wealth Management held 8,938 shares of iShares Core S&P Mid-Cap ETF worth $689K as of Q2 2026.
SFG Wealth Management sold 965 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $70.8K.
iShares Core S&P Mid-Cap ETF made up 0.25% of SFG Wealth Management's portfolio in Q2 2026, its #61 holding.
SFG Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
SFG Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $808K in Q4 2021.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.