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

Taylor & Morgan Wealth Management’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 		$1.84M Sell
23,877
-265
-1% -$19.4K 0.91% 22
2026
Q1 		$1.63M Buy
24,142
+474
+2% +$32.9K 0.93% 21
2025
Q4 		$1.56M Buy
23,668
+178
+0.8% +$11.7K 0.88% 21
2025
Q3 		$1.53M Buy
23,490
+1
+0% +$64 0.94% 18
2025
Q2 		$1.46M Sell
23,489
-337
-1% -$19.8K 0.98% 19
2025
Q1 		$1.39M Sell
23,826
-885
-4% -$55K 1.05% 18
2024
Q4 		$1.54M Sell
24,711
-2,239
-8% -$144K 1.08% 18
2024
Q3 		$1.68M Hold
26,950
– – 1.13% 17
2024
Q2 		$1.58M Sell
26,950
-379
-1% -$22.3K 1.12% 17
2024
Q1 		$1.66M Buy
27,329
+699
+3% +$39.6K 1.22% 17
2023
Q4 		$1.48M Sell
26,630
-225
-0.8% -$11.4K 1.17% 16
2023
Q3 		$1.34M Buy
26,855
+65
+0.2% +$3.41K 1.21% 15
2023
Q2 		$1.4M Buy
26,790
+910
+4% +$45.2K 1.15% 16
2023
Q1 		$1.29M Buy
25,880
+3,995
+18% +$204K 1.13% 19
2022
Q4 		$1.06M Buy
21,885
+5
+0% +$242 1% 21
2022
Q3 		$960K Sell
21,880
-17,945
-45% -$868K 0.96% 21
2022
Q2 		$1.8M Buy
39,825
+1,445
+4% +$71.3K 1.71% 13
2022
Q1 		$2.06M Buy
38,380
+4,105
+12% +$219K 1.69% 14
2021
Q4 		$1.94M Buy
+34,275
New +$1.91M 1.57% 16

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Taylor & Morgan Wealth Management's IJH Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q2 2026, selling an estimated $19.4K and leaving 23,877 shares worth $1.84M. The position accounts for 0.91% of the portfolio, ranked #22.

Taylor & Morgan Wealth Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q1 2022. 1,368 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Taylor & Morgan Wealth Management held 23,877 shares of iShares Core S&P Mid-Cap ETF worth $1.84M as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 265 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $19.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.91% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.06M in Q1 2022.
  • 1,368 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.