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

Smith Salley 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	$623K	Buy	8,081 +986	+14%	+$72.3K	0.03%	186
2026 Q1	$479K	Sell	7,095 -125	-2%	-$8.67K	0.02%	190
2025 Q4	$477K	Sell	7,220 -150	-2%	-$9.83K	0.02%	187
2025 Q3	$481K	Hold	7,370	–	–	0.02%	184
2025 Q2	$457K	Hold	7,370	–	–	0.03%	178
2025 Q1	$430K	Sell	7,370 -250	-3%	-$15.5K	0.03%	180
2024 Q4	$475K	Buy	7,620 +250	+3%	+$16K	0.03%	172
2024 Q3	$459K	Buy	7,370 +40	+0.5%	+$2.41K	0.03%	179
2024 Q2	$429K	Buy	7,330 +800	+12%	+$47K	0.03%	175
2024 Q1	$397K	Sell	6,530 -6,160	-49%	-$349K	0.03%	181
2023 Q4	$703K	Sell	12,690 -1,040	-8%	-$52.7K	0.05%	159
2023 Q3	$685K	Buy	13,730 +275	+2%	+$14.4K	0.05%	151
2023 Q2	$704K	Buy	13,455 +3,435	+34%	+$171K	0.05%	145
2023 Q1	$501K	Buy	10,020 +115	+1%	+$5.86K	0.04%	170
2022 Q4	$479K	Sell	9,905 -300	-3%	-$14.5K	0.04%	166
2022 Q3	$447K	Buy	+10,205	New	+$493K	0.04%	168
2022 Q2	–	Sell	-4,215	Closed	-$226K	–	234
2022 Q1	$226K	Sell	4,215 -520	-11%	-$27.7K	0.02%	223
2021 Q4	$268K	Buy	4,735 +500	+12%	+$27.8K	0.02%	220
2021 Q3	$223K	Sell	4,235 -4,155	-50%	-$224K	0.02%	232
2021 Q2	$451K	Buy	8,390 +3,035	+57%	+$164K	0.04%	188
2021 Q1	$279K	Buy	+5,355	New	+$267K	0.03%	212
2018 Q1	–	Sell	-6,270	Closed	-$238K	–	180
2017 Q4	$238K	Hold	6,270	–	–	0.04%	164
2017 Q3	$224K	Buy	+6,270	New	+$218K	0.04%	160
2017 Q2	–	Sell	-6,330	Closed	-$217K	–	173
2017 Q1	$217K	Buy	+6,330	New	+$215K	0.04%	162

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

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

Smith Salley Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2026, buying an estimated $72.3K and bringing the position to 8,081 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #186.

Smith Salley Wealth Management first reported a position in IJH in Q1 2017 and has held it in 24 quarters since. The position peaked at $704K in Q2 2023. 883 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Smith Salley Wealth Management held 8,081 shares of iShares Core S&P Mid-Cap ETF worth $623K as of Q2 2026.
Smith Salley Wealth Management bought 986 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $72.3K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #186 holding.
Smith Salley Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 24 quarters since.
Smith Salley Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $704K in Q2 2023.
883 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.