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

Simplicity Wealth’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	$1.26M	Buy	16,365 +12,037	+278%	+$883K	0.04%	370
2026 Q1	$292K	Sell	4,328 -1,442	-25%	-$100K	0.02%	602
2025 Q4	$381K	Sell	5,770 -19,250	-77%	-$1.26M	0.02%	498
2025 Q3	$1.63M	Sell	25,020 -4,682	-16%	-$301K	0.09%	213
2025 Q2	$1.84M	Buy	29,702 +4,433	+18%	+$260K	0.08%	228
2025 Q1	$1.47M	Buy	25,269 +4,439	+21%	+$276K	0.11%	196
2024 Q4	$1.3M	Buy	20,830 +10,899	+110%	+$699K	0.27%	69
2024 Q3	$619K	Sell	9,931 -61,891	-86%	-$3.73M	0.06%	261
2024 Q2	$4.2M	Sell	71,822 -920	-1%	-$54K	0.1%	212
2024 Q1	$4.42M	Buy	+72,742	New	+$4.12M	0.11%	194
2023 Q4	–	Sell	-7,465	Closed	-$372K	–	186
2023 Q3	$372K	Buy	+7,465	New	+$391K	0.22%	53

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Simplicity Wealth's IJH Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 278% in Q2 2026, buying an estimated $883K and bringing the position to 16,365 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #370.

Simplicity Wealth first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.42M in Q1 2024. 2,075 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Simplicity Wealth held 16,365 shares of iShares Core S&P Mid-Cap ETF worth $1.26M as of Q2 2026.
Simplicity Wealth bought 12,037 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $883K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #370 holding.
Simplicity Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Simplicity Wealth's iShares Core S&P Mid-Cap ETF position peaked at $4.42M in Q1 2024.
2,075 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.