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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$433K Buy
5,612
+441
+9% +$32.4K 0.03% 196
2026
Q1
$349K Buy
5,171
+235
+5% +$16.3K 0.03% 189
2025
Q4
$326K Buy
+4,936
New +$323K 0.03% 188

Other funds holding IJH

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

SHP Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.5% in Q2 2026, buying an estimated $32.4K and bringing the position to 5,612 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #196.

SHP Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,747 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • SHP Wealth Management held 5,612 shares of iShares Core S&P Mid-Cap ETF worth $433K as of Q2 2026.
  • SHP Wealth Management bought 441 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $32.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #196 holding.
  • SHP Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,747 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.