Sterling 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
$403K Buy
+5,223
New +$383K 0.1% 83
2025
Q4
Sell
-3,617
Closed -$236K 109
2025
Q3
$236K Buy
3,617
+391
+12% +$25.1K 0.07% 94
2025
Q2
$200K Buy
+3,226
New +$189K 0.07% 109
2024
Q4
$203K Sell
3,265
-95
-3% -$6.09K 0.08% 104
2024
Q3
$209K Sell
3,360
-440
-12% -$26.5K 0.08% 109
2024
Q2
$222K Sell
3,800
-485
-11% -$28.5K 0.11% 96
2024
Q1
$260K Buy
4,285
+365
+9% +$20.7K 0.13% 83
2023
Q4
$217K Buy
+3,920
New +$199K 0.12% 88

Other funds holding IJH

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

Sterling Wealth Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 5,223 shares worth $403K. The stake represents 0.1% of the portfolio and ranks #83 among its holdings. This is a return to the name: Sterling Wealth Management previously reported a position in IJH as recently as Q3 2025.

Sterling Wealth Management first reported a position in IJH in Q4 2023 and has held it in 8 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Sterling Wealth Management held 5,223 shares of iShares Core S&P Mid-Cap ETF worth $403K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Sterling Wealth Management position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of Sterling Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Sterling Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.