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

Summit Wealth Partners’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	$6.93M	Buy	89,814 +3,218	+4%	+$236K	0.99%	31
2026 Q1	$5.85M	Buy	86,596 +19,533	+29%	+$1.35M	0.93%	31
2025 Q4	$4.43M	Sell	67,063 -1,858	-3%	-$122K	0.82%	34
2025 Q3	$4.5M	Buy	68,921 +174	+0.3%	+$11.2K	0.81%	34
2025 Q2	$4.26M	Sell	68,747 -2,703	-4%	-$159K	0.81%	33
2025 Q1	$4.17M	Buy	71,450 +154	+0.2%	+$9.56K	0.85%	29
2024 Q4	$4.44M	Sell	71,296 -2,906	-4%	-$186K	0.91%	27
2024 Q3	$4.62M	Buy	74,202 +318	+0.4%	+$19.2K	0.89%	26
2024 Q2	$4.32M	Buy	73,884 +1,662	+2%	+$97.6K	0.9%	28
2024 Q1	$4.39M	Buy	72,222 +6,057	+9%	+$343K	0.94%	27
2023 Q4	$3.67M	Buy	66,165 +5,445	+9%	+$276K	0.85%	29
2023 Q3	$3.03M	Buy	60,720 +1,185	+2%	+$62.1K	0.77%	30
2023 Q2	$3.11M	Buy	59,535 +585	+1%	+$29.1K	0.78%	31
2023 Q1	$2.95M	Buy	58,950 +480	+0.8%	+$24.5K	0.76%	32
2022 Q4	$2.83M	Sell	58,470 -830	-1%	-$40.1K	0.75%	31
2022 Q3	$2.6M	Sell	59,300 -2,910	-5%	-$141K	0.73%	35
2022 Q2	$2.81M	Sell	62,210 -8,565	-12%	-$423K	0.75%	31
2022 Q1	$3.8M	Buy	70,775 +1,610	+2%	+$85.7K	0.86%	28
2021 Q4	$3.92M	Buy	69,165 +4,875	+8%	+$271K	0.84%	27
2021 Q3	$3.38M	Sell	64,290 -725	-1%	-$39K	0.8%	27
2021 Q2	$3.49M	Buy	65,015 +2,550	+4%	+$138K	0.83%	28
2021 Q1	$3.25M	Sell	62,465 -1,485	-2%	-$74.2K	0.83%	29
2020 Q4	$2.94M	Sell	63,950 -11,190	-15%	-$471K	0.8%	29
2020 Q3	$2.78M	Buy	75,140 +2,625	+4%	+$98.1K	0.84%	28
2020 Q2	$2.58M	Buy	72,515 +34,380	+90%	+$1.14M	0.83%	29
2020 Q1	$1.1M	Buy	38,135 +3,525	+10%	+$131K	0.45%	39
2019 Q4	$1.42M	Buy	+34,610	New	+$1.37M	0.49%	35

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 Partners's IJH Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q2 2026, buying an estimated $236K and bringing the position to 89,814 shares worth $6.93M. The position accounts for 0.99% of the portfolio, ranked #31.

Summit Wealth Partners first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Summit Wealth Partners held 89,814 shares of iShares Core S&P Mid-Cap ETF worth $6.93M as of Q2 2026.
Summit Wealth Partners bought 3,218 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $236K.
iShares Core S&P Mid-Cap ETF made up 0.99% of Summit Wealth Partners's portfolio in Q2 2026, its #31 holding.
Summit Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.