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

SpringVest 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	$2.2M	Sell	28,470 -1,854	-6%	-$136K	1.38%	19
2026 Q1	$2.05M	Sell	30,324 -1,343	-4%	-$93.2K	1.4%	18
2025 Q4	$2.09M	Sell	31,667 -915	-3%	-$59.9K	1.46%	18
2025 Q3	$2.13M	Sell	32,582 -259	-0.8%	-$16.6K	1.56%	16
2025 Q2	$2.04M	Sell	32,841 -537	-2%	-$31.5K	1.65%	16
2025 Q1	$1.95M	Sell	33,378 -4,563	-12%	-$283K	1.61%	14
2024 Q4	$2.36M	Buy	+37,941	New	+$2.43M	2.03%	14

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

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

SpringVest Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q2 2026, selling an estimated $136K and leaving 28,470 shares worth $2.2M. The position accounts for 1.38% of the portfolio, ranked #19.

SpringVest Wealth Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SpringVest Wealth Management held 28,470 shares of iShares Core S&P Mid-Cap ETF worth $2.2M as of Q2 2026.
SpringVest Wealth Management sold 1,854 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $136K.
iShares Core S&P Mid-Cap ETF made up 1.38% of SpringVest Wealth Management's portfolio in Q2 2026, its #19 holding.
SpringVest Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.36M in Q4 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.