Smith Partners 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
$1.32M Sell
17,079
-270
-2% -$19.8K 1.05% 25
2026
Q1
$1.17M Buy
17,349
+984
+6% +$68.3K 1.05% 24
2025
Q4
$1.08M Buy
+16,365
New +$1.07M 0.99% 22

Other funds holding IJH

Smith Partners Wealth Management's IJH Position: Q2 2026 in Review

Smith Partners Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, selling an estimated $19.8K and leaving 17,079 shares worth $1.32M. The position accounts for 1.05% of the portfolio, ranked #25.

Smith Partners Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Smith Partners Wealth Management held 17,079 shares of iShares Core S&P Mid-Cap ETF worth $1.32M as of Q2 2026.
  • Smith Partners Wealth Management sold 270 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Core S&P Mid-Cap ETF made up 1.05% of Smith Partners Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Smith Partners 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.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.