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

StrongBox 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	$11.8M	Sell	152,477 -755	-0.5%	-$55.4K	3.35%	7
2026 Q1	$10.3M	Sell	153,232 -33,895	-18%	-$2.35M	3.31%	7
2025 Q4	$12.4M	Buy	187,127 +32,334	+21%	+$2.12M	4.06%	3
2025 Q3	$10.1M	Buy	154,793 +8,459	+6%	+$544K	3.42%	6
2025 Q2	$9.08M	Buy	146,334 +2,539	+2%	+$149K	3.44%	7
2025 Q1	$8.39M	Buy	143,795 +11,169	+8%	+$694K	3.5%	5
2024 Q4	$8.26M	Buy	132,626 +5,268	+4%	+$338K	3.5%	7
2024 Q3	$7.94M	Buy	127,358 +12,828	+11%	+$774K	3.4%	9
2024 Q2	$6.7M	Buy	114,530 +34,291	+43%	+$2.01M	3.16%	10
2024 Q1	$4.87M	Buy	80,239 +51,999	+184%	+$2.94M	2.57%	13
2023 Q4	$1.57M	Buy	28,240 +4,620	+20%	+$234K	0.91%	36
2023 Q3	$1.18M	Buy	23,620 +435	+2%	+$22.8K	0.75%	40
2023 Q2	$1.21M	Buy	23,185 +1,060	+5%	+$52.7K	0.76%	42
2023 Q1	$1.11M	Buy	22,125 +960	+5%	+$48.9K	0.74%	42
2022 Q4	$1.02M	Buy	21,165 +2,475	+13%	+$120K	0.72%	46
2022 Q3	$819K	Sell	18,690 -120	-0.6%	-$5.8K	0.59%	49
2022 Q2	$851K	Sell	18,810 -33,860	-64%	-$1.67M	0.55%	52
2022 Q1	$2.83M	Sell	52,670 -2,570	-5%	-$137K	1.61%	23
2021 Q4	$3.13M	Buy	55,240 +3,210	+6%	+$179K	1.56%	24
2021 Q3	$2.74M	Buy	52,030 +3,965	+8%	+$213K	1.54%	24
2021 Q2	$2.58M	Buy	48,065 +14,705	+44%	+$794K	1.48%	26
2021 Q1	$1.74M	Buy	33,360 +9,990	+43%	+$499K	1.08%	30
2020 Q4	$1.07M	Sell	23,370 -2,965	-11%	-$125K	0.7%	39
2020 Q3	$976K	Sell	26,335 -33,320	-56%	-$1.25M	0.71%	38
2020 Q2	$2.12M	Sell	59,655 -65	-0.1%	-$2.16K	1.93%	18
2020 Q1	$1.72M	Buy	+59,720	New	+$2.22M	1.95%	18

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

StrongBox Wealth's IJH Position: Q2 2026 in Review

StrongBox Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.49% in Q2 2026, selling an estimated $55.4K and leaving 152,477 shares worth $11.8M. The position accounts for 3.35% of the portfolio, ranked #7.

StrongBox Wealth first reported a position in IJH in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.4M in Q4 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

StrongBox Wealth held 152,477 shares of iShares Core S&P Mid-Cap ETF worth $11.8M as of Q2 2026.
StrongBox Wealth sold 755 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $55.4K.
iShares Core S&P Mid-Cap ETF made up 3.35% of StrongBox Wealth's portfolio in Q2 2026, its #7 holding.
StrongBox Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
StrongBox Wealth's iShares Core S&P Mid-Cap ETF position peaked at $12.4M in Q4 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.