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

Spectrum Wealth Advisory 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	$48.3K	Buy	+627	New	+$46K	0.01%	149
2020 Q4	–	Sell	-5,800	Closed	-$214K	–	42
2020 Q3	$214K	Buy	+5,800	New	+$217K	0.14%	40
2020 Q2	–	Sell	-8,355	Closed	-$241K	–	35
2020 Q1	$241K	Sell	8,355 -495	-6%	-$18.4K	0.52%	26
2019 Q4	$364K	Sell	8,850 -370	-4%	-$14.7K	0.65%	22
2019 Q3	$356K	Sell	9,220 -110	-1%	-$4.23K	0.71%	21
2019 Q2	$361K	Sell	9,330 -4,110	-31%	-$158K	0.74%	26
2019 Q1	$509K	Buy	+13,440	New	+$496K	0.8%	21

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

Spectrum Wealth Advisory Group's IJH Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 627 shares worth $48.3K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in IJH as recently as Q3 2020.

Spectrum Wealth Advisory Group first reported a position in IJH in Q1 2019 and has held it in 7 quarters since. The position peaked at $509K in Q1 2019. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Spectrum Wealth Advisory Group held 627 shares of iShares Core S&P Mid-Cap ETF worth $48.3K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #149 holding.
Spectrum Wealth Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 7 quarters since.
Spectrum Wealth Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $509K in Q1 2019.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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