Spartan Wealth Advisory Services LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Spartan Wealth Advisory Services LLC’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	$1.03M	Sell	13,410 -30	-0.2%	-$2.2K	0.08%	160
2026 Q1	$908K	Buy	+13,440	New	+$932K	0.08%	161

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's IJH Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.22% in Q2 2026, selling an estimated $2.2K and leaving 13,410 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #160.

Spartan Wealth Advisory Services LLC first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. 2,645 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Spartan Wealth Advisory Services LLC held 13,410 shares of iShares Core S&P Mid-Cap ETF worth $1.03M as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 30 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.2K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #160 holding.
Spartan Wealth Advisory Services LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.