Sound View Wealth Advisors Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sound View Wealth Advisors Group’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	$858K	Buy	11,129 +88	+0.8%	+$6.46K	0.05%	214
2026 Q1	$746K	Buy	11,041 +5	+0%	+$347	0.05%	224
2025 Q4	$728K	Sell	11,036 -11	-0.1%	-$721	0.05%	227
2025 Q3	$721K	Sell	11,047 -116	-1%	-$7.46K	0.05%	234
2025 Q2	$692K	Buy	11,163 +644	+6%	+$37.8K	0.05%	231
2025 Q1	$614K	Buy	10,519 +1,743	+20%	+$108K	0.05%	231
2024 Q4	$547K	Hold	8,776	–	–	0.04%	251
2024 Q3	$547K	Buy	8,776 +4,501	+105%	+$271K	0.04%	243
2024 Q2	$250K	Buy	4,275 +20	+0.5%	+$1.18K	0.03%	329
2024 Q1	$258K	Sell	4,255 -4,570	-52%	-$259K	0.03%	326
2023 Q4	$489K	Sell	8,825 -250	-3%	-$12.7K	0.05%	239
2023 Q3	$453K	Buy	9,075 +4,770	+111%	+$250K	0.06%	234
2023 Q2	$225K	Sell	4,305 -205	-5%	-$10.2K	0.03%	334
2023 Q1	$226K	Sell	4,510 -4,315	-49%	-$220K	0.03%	333
2022 Q4	$489K	Buy	+8,825	New	+$426K	0.05%	239

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Sound View Wealth Advisors Group's IJH Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.8% in Q2 2026, buying an estimated $6.46K and bringing the position to 11,129 shares worth $858K. The position accounts for 0.05% of the portfolio, ranked #214.

Sound View Wealth Advisors Group first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sound View Wealth Advisors Group held 11,129 shares of iShares Core S&P Mid-Cap ETF worth $858K as of Q2 2026.
Sound View Wealth Advisors Group bought 88 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.46K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #214 holding.
Sound View Wealth Advisors Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.