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

Shira Ridge 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	$253K	Sell	3,282 -99	-3%	-$7.26K	0.09%	69
2026 Q1	$228K	Sell	3,381 -496	-13%	-$34.4K	0.09%	71
2025 Q4	$256K	Sell	3,877 -2,014	-34%	-$132K	0.1%	66
2025 Q3	$384K	Buy	5,891 +455	+8%	+$29.2K	0.16%	57
2025 Q2	$337K	Hold	5,436	–	–	0.15%	60
2025 Q1	$317K	Sell	5,436 -188	-3%	-$11.7K	0.16%	58
2024 Q4	$350K	Buy	5,624 +2	+0%	+$128	0.17%	60
2024 Q3	$350K	Buy	5,622 +218	+4%	+$13.1K	0.18%	62
2024 Q2	$316K	Buy	5,404 +1	+0%	+$59	0.18%	63
2024 Q1	$328K	Buy	5,403 +53	+1%	+$3K	0.19%	60
2023 Q4	$296K	Sell	5,350 -130	-2%	-$6.59K	0.18%	64
2023 Q3	$273K	Buy	5,480 +945	+21%	+$49.5K	0.18%	58
2023 Q2	$237K	Buy	4,535 +340	+8%	+$16.9K	0.15%	61
2023 Q1	$210K	Buy	+4,195	New	+$214K	0.14%	62

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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Shira Ridge Wealth Management's IJH Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q2 2026, selling an estimated $7.26K and leaving 3,282 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #69.

Shira Ridge Wealth Management first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $384K in Q3 2025. 904 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Shira Ridge Wealth Management held 3,282 shares of iShares Core S&P Mid-Cap ETF worth $253K as of Q2 2026.
Shira Ridge Wealth Management sold 99 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.26K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #69 holding.
Shira Ridge Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Shira Ridge Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $384K in Q3 2025.
904 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.