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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$530K Buy
6,877
+10
+0.1% +$734 0.22% 59
2026
Q1
$464K Buy
6,867
+2,081
+43% +$144K 0.22% 60
2025
Q4
$316K Buy
4,786
+18
+0.4% +$1.18K 0.15% 82
2025
Q3
$311K Buy
+4,768
New +$306K 0.15% 85

Other funds holding IJH

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

Steinberganna Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.15% in Q2 2026, buying an estimated $734 and bringing the position to 6,877 shares worth $530K. The position accounts for 0.22% of the portfolio, ranked #59.

Steinberganna Wealth Management first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Steinberganna Wealth Management held 6,877 shares of iShares Core S&P Mid-Cap ETF worth $530K as of Q2 2026.
  • Steinberganna Wealth Management bought 10 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $734.
  • iShares Core S&P Mid-Cap ETF made up 0.22% of Steinberganna Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Steinberganna Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.