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

Shelton 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	$831K	Hold	10,782	–	–	0.33%	91
2026 Q1	$728K	Hold	10,782	–	–	0.32%	89
2025 Q4	$712K	Sell	10,782 -1,007	-9%	-$66K	0.31%	85
2025 Q3	$769K	Buy	11,789 +970	+9%	+$62.3K	0.35%	83
2025 Q2	$671K	Sell	10,819 -1,158	-10%	-$68K	0.32%	88
2025 Q1	$699K	Sell	11,977 -348	-3%	-$21.6K	0.38%	90
2024 Q4	$768K	Sell	12,325 -114	-0.9%	-$7.31K	0.4%	85
2024 Q3	$775K	Hold	12,439	–	–	0.42%	81
2024 Q2	$728K	Buy	12,439 +274	+2%	+$16.1K	0.41%	78
2024 Q1	$739K	Sell	12,165 -875	-7%	-$49.5K	0.46%	50
2023 Q4	$723K	Hold	13,040	–	–	0.51%	40
2023 Q3	$650K	Sell	13,040 -485	-4%	-$25.4K	0.52%	30
2023 Q2	$707K	Hold	13,525	–	–	0.55%	28
2023 Q1	$677K	Hold	13,525	–	–	0.55%	27
2022 Q4	$654K	Sell	13,525 -135	-1%	-$6.52K	0.52%	31
2022 Q3	$599K	Hold	13,660	–	–	0.53%	30
2022 Q2	$618K	Buy	13,660 +210	+2%	+$10.4K	0.53%	30
2022 Q1	$722K	Buy	13,450 +1,515	+13%	+$80.7K	0.57%	28
2021 Q4	$676K	Buy	+11,935	New	+$664K	0.53%	25

Other funds holding IJH

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

LWMT

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Shelton Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 10,782 shares worth $831K. The position accounts for 0.33% of the portfolio, ranked #91.

Shelton Wealth Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Shelton Wealth Management held 10,782 shares of iShares Core S&P Mid-Cap ETF worth $831K as of Q2 2026.
Shelton 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 0.33% of Shelton Wealth Management's portfolio in Q2 2026, its #91 holding.
Shelton 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.
635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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