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

Summit Wealth Group’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	$297K	Hold	3,850	–	–	0.06%	106
2026 Q1	$260K	Sell	3,850 -333	-8%	-$23.1K	0.06%	108
2025 Q4	$276K	Hold	4,183	–	–	0.06%	103
2025 Q3	$273K	Hold	4,183	–	–	0.07%	98
2025 Q2	$259K	Buy	4,183 +333	+9%	+$19.5K	0.07%	99
2025 Q1	$225K	Hold	3,850	–	–	0.07%	95
2024 Q4	$240K	Hold	3,850	–	–	0.07%	87
2024 Q3	$240K	Hold	3,850	–	–	0.07%	88
2024 Q2	$225K	Buy	+3,850	New	+$226K	0.07%	90
2023 Q3	–	Sell	-3,850	Closed	-$201K	–	52
2023 Q2	$201K	Buy	3,850 +3,830	+19,150%	+$190K	0.08%	75
2023 Q1	$1K	Buy	+20	New	+$1.02K	0.02%	124
2021 Q4	–	Sell	-3,850	Closed	-$203K	–	38
2021 Q3	$203K	Buy	+3,850	New	+$207K	0.32%	43

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

Summit Wealth Group's IJH Position: Q2 2026 in Review

Summit Wealth Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,850 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #106.

Summit Wealth Group first reported a position in IJH in Q3 2021 and has held it in 12 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Summit Wealth Group held 3,850 shares of iShares Core S&P Mid-Cap ETF worth $297K as of Q2 2026.
Summit Wealth Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Summit Wealth Group's portfolio in Q2 2026, its #106 holding.
Summit Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 12 quarters since.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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