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

Spire 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	$9.67M	Sell	125,390 -3,570	-3%	-$262K	0.29%	80
2026 Q1	$8.71M	Sell	128,960 -12,983	-9%	-$901K	0.3%	70
2025 Q4	$9.37M	Buy	141,943 +3,275	+2%	+$215K	0.31%	66
2025 Q3	$9.05M	Sell	138,668 -14,173	-9%	-$911K	0.31%	71
2025 Q2	$9.29M	Sell	152,841 -45,929	-23%	-$2.7M	0.33%	60
2025 Q1	$11.6M	Sell	198,770 -39,563	-17%	-$2.46M	0.37%	57
2024 Q4	$14.9M	Sell	238,333 -235,909	-50%	-$15.1M	0.46%	47
2024 Q3	$29.6M	Sell	474,242 -15,808	-3%	-$953K	1%	16
2024 Q2	$28.5M	Sell	490,050 -21,379	-4%	-$1.26M	1.01%	15
2024 Q1	$191M	Buy	511,429 +1,379	+0.3%	+$78.1K	3.47%	2
2023 Q4	$27.9M	Sell	510,050 -59,195	-10%	-$3M	0.92%	15
2023 Q3	$28.4M	Buy	569,245 +48,825	+9%	+$2.56M	1.08%	15
2023 Q2	$27.2M	Buy	520,420 +30,340	+6%	+$1.51M	1%	19
2023 Q1	$24.5M	Buy	490,080 +160,760	+49%	+$8.19M	0.95%	18
2022 Q4	$15.9M	Sell	329,320 -51,025	-13%	-$2.47M	0.9%	24
2022 Q3	$16.6M	Sell	380,345 -161,730	-30%	-$7.82M	1.01%	23
2022 Q2	$24.5M	Sell	542,075 -346,695	-39%	-$17.1M	1.01%	13
2022 Q1	$47.8M	Buy	888,770 +32,095	+4%	+$1.71M	1.28%	9
2021 Q4	$48.5M	Buy	856,675 +8,250	+1%	+$459K	1.08%	9
2021 Q3	$44.5M	Buy	848,425 +48,045	+6%	+$2.58M	1.18%	8
2021 Q2	$43.3M	Buy	800,380 +148,785	+23%	+$8.03M	1.17%	8
2021 Q1	$33.8M	Buy	+651,595	New	+$32.5M	0.9%	15

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

Spire Wealth Management's IJH Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, selling an estimated $262K and leaving 125,390 shares worth $9.67M. The position accounts for 0.29% of the portfolio, ranked #80.

Spire Wealth Management first reported a position in IJH in Q1 2021 and has held it in 22 quarters since. The position peaked at $191M in Q1 2024. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Spire Wealth Management held 125,390 shares of iShares Core S&P Mid-Cap ETF worth $9.67M as of Q2 2026.
Spire Wealth Management sold 3,570 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $262K.
iShares Core S&P Mid-Cap ETF made up 0.29% of Spire Wealth Management's portfolio in Q2 2026, its #80 holding.
Spire Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $191M in Q1 2024.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.