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

Strategies Wealth Advisors’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 		$494K Sell
6,403
-137
-2% -$10.1K 0.04% 119
2026
Q1 		$442K Sell
6,540
-317
-5% -$22K 0.04% 111
2025
Q4 		$453K Sell
6,857
-480
-7% -$31.4K 0.05% 108
2025
Q3 		$479K Sell
7,337
-3,361
-31% -$216K 0.05% 111
2025
Q2 		$664K Sell
10,698
-20
-0.2% -$1.17K 0.07% 80
2025
Q1 		$625K Sell
10,718
-317
-3% -$19.7K 0.08% 75
2024
Q4 		$708K Sell
11,035
-1,512
-12% -$97K 0.09% 65
2024
Q3 		$782K Sell
12,547
-957
-7% -$57.7K 0.1% 50
2024
Q2 		$790K Sell
13,504
-1,575
-10% -$92.5K 0.12% 47
2024
Q1 		$916K Buy
15,079
+394
+3% +$22.3K 0.14% 40
2023
Q4 		$814K Buy
14,685
+290
+2% +$14.7K 0.14% 45
2023
Q3 		$718K Sell
14,395
-990
-6% -$51.9K 0.14% 43
2023
Q2 		$804K Buy
15,385
+2,255
+17% +$112K 0.16% 45
2023
Q1 		$657K Buy
13,130
+330
+3% +$16.8K 0.14% 48
2022
Q4 		$619K Buy
+12,800
New +$618K 0.15% 47
2022
Q2 		$402K Sell
8,885
-5
-0.1% -$247 0.12% 64
2022
Q1 		$477K Sell
8,890
-230
-3% -$12.2K 0.13% 55
2021
Q4 		$516K Buy
+9,120
New +$508K 0.14% 52

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Strategies Wealth Advisors's IJH Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2026, selling an estimated $10.1K and leaving 6,403 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #119.

Strategies Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $916K in Q1 2024. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Strategies Wealth Advisors held 6,403 shares of iShares Core S&P Mid-Cap ETF worth $494K as of Q2 2026.
  • Strategies Wealth Advisors sold 137 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $10.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Strategies Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Strategies Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Strategies Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $916K in Q1 2024.
  • 2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.