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

SteelPeak Wealth’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 		$288K Buy
3,734
+171
+5% +$12.5K 0.01% 541
2026
Q1 		$241K Buy
3,563
+346
+11% +$24K 0.01% 499
2025
Q4 		$212K Sell
3,217
-10,960
-77% -$718K 0.01% 489
2025
Q3 		$925K Sell
14,177
-551
-4% -$35.4K 0.03% 304
2025
Q2 		$913K Sell
14,728
-304
-2% -$17.8K 0.04% 275
2025
Q1 		$877K Sell
15,032
-227
-1% -$14.1K 0.04% 275
2024
Q4 		$951K Sell
15,259
-2,565
-14% -$165K 0.04% 254
2024
Q3 		$1.11M Buy
17,824
+3,598
+25% +$217K 0.05% 217
2024
Q2 		$832K Buy
14,226
+440
+3% +$25.9K 0.04% 246
2024
Q1 		$837K Sell
13,786
-359
-3% -$20.3K 0.04% 239
2023
Q4 		$784K Sell
14,145
-52,575
-79% -$2.67M 0.05% 235
2023
Q3 		$3.34M Buy
66,720
+53,080
+389% +$2.78M 0.21% 99
2023
Q2 		$713K Buy
+13,640
New +$678K 0.04% 208
2020
Q1 		– Sell
-63,090
Closed -$2.6M – 270
2019
Q4 		$2.6M Buy
+63,090
New +$2.5M 0.36% 66

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

SteelPeak Wealth's IJH Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,734 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #541.

SteelPeak Wealth first reported a position in IJH in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.34M in Q3 2023. 827 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • SteelPeak Wealth held 3,734 shares of iShares Core S&P Mid-Cap ETF worth $288K as of Q2 2026.
  • SteelPeak Wealth bought 171 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #541 holding.
  • SteelPeak Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 14 quarters since.
  • SteelPeak Wealth's iShares Core S&P Mid-Cap ETF position peaked at $3.34M in Q3 2023.
  • 827 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.