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

Silvia McColl 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 		$4.95M Buy
64,243
+1,094
+2% +$80.3K 2.98% 5
2026
Q1 		$4.26M Sell
63,149
-1,206
-2% -$83.7K 2.81% 5
2025
Q4 		$4.25M Buy
64,355
+313
+0.5% +$20.5K 2.82% 5
2025
Q3 		$4.18M Sell
64,042
-730
-1% -$46.9K 2.83% 5
2025
Q2 		$4.02M Buy
64,772
+368
+0.6% +$21.6K 2.92% 5
2025
Q1 		$3.76M Buy
64,404
+1,263
+2% +$78.4K 2.85% 5
2024
Q4 		$3.93M Buy
63,141
+1,333
+2% +$85.5K 2.95% 5
2024
Q3 		$3.85M Buy
61,808
+41,348
+202% +$2.49M 2.88% 5
2024
Q2 		$1.2M Sell
20,460
-333
-2% -$19.6K 0.99% 25
2024
Q1 		$1.22M Buy
20,793
+143
+0.7% +$8.1K 1.05% 22
2023
Q4 		$1.14M Buy
20,650
+1,060
+5% +$53.8K 1.03% 20
2023
Q3 		$977K Hold
19,590
– – 0.98% 25
2023
Q2 		$1.02M Hold
19,590
– – 0.95% 27
2023
Q1 		$980K Hold
19,590
– – 0.97% 24
2022
Q4 		$948K Buy
+19,590
New +$946K 0.93% 28

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

Silvia McColl Wealth Management's IJH Position: Q2 2026 in Review

Silvia McColl Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, buying an estimated $80.3K and bringing the position to 64,243 shares worth $4.95M. The position accounts for 2.98% of the portfolio, ranked #5.

Silvia McColl Wealth Management first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Silvia McColl Wealth Management held 64,243 shares of iShares Core S&P Mid-Cap ETF worth $4.95M as of Q2 2026.
  • Silvia McColl Wealth Management bought 1,094 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $80.3K.
  • iShares Core S&P Mid-Cap ETF made up 2.98% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Silvia McColl Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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