Successful Portfolios’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Successful Portfolios’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	$490K	Sell	6,473 -137	-2%	-$10.1K	0.23%	89
2026 Q1	$444K	Sell	6,610 -85	-1%	-$5.9K	0.24%	86
2025 Q4	$463K	Buy	6,695 +470	+8%	+$30.8K	0.24%	88
2025 Q3	$406K	Buy	6,225 +570	+10%	+$36.6K	0.24%	87
2025 Q2	$351K	Buy	5,655 +11	+0.2%	+$646	0.22%	98
2025 Q1	$329K	Buy	5,644 +94	+2%	+$5.84K	0.22%	91
2024 Q4	$346K	Buy	5,550 +129	+2%	+$8.27K	0.23%	90
2024 Q3	$338K	Buy	5,421 +87	+2%	+$5.25K	0.23%	93
2024 Q2	$312K	Sell	5,334 -411	-7%	-$24.1K	0.22%	95
2024 Q1	$349K	Buy	5,745 +750	+15%	+$42.5K	0.24%	99
2023 Q4	$277K	Buy	+4,995	New	+$253K	0.21%	116

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return