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

The 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	$3M	Sell	38,912 -172	-0.4%	-$12.6K	0.57%	19
2026 Q1	$2.64M	Sell	39,084 -1,950	-5%	-$135K	0.6%	21
2025 Q4	$2.71M	Sell	41,034 -239	-0.6%	-$15.7K	0.61%	20
2025 Q3	$2.69M	Sell	41,273 -2,659	-6%	-$171K	0.62%	21
2025 Q2	$2.72M	Sell	43,932 -2,833	-6%	-$166K	0.69%	20
2025 Q1	$2.73M	Sell	46,765 -3,562	-7%	-$221K	0.8%	17
2024 Q4	$3.14M	Sell	50,327 -1,920	-4%	-$123K	0.91%	13
2024 Q3	$3.26M	Sell	52,247 -538	-1%	-$32.4K	0.95%	13
2024 Q2	$3.09M	Buy	52,785 +160	+0.3%	+$9.4K	0.93%	13
2024 Q1	$3.15M	Sell	52,625 -3,175	-6%	-$180K	0.97%	12
2023 Q4	$3.06M	Buy	+55,800	New	+$2.83M	1.01%	12

Other funds holding IJH

VFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

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

LWMT

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

GIM

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

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

MFG

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

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

The Wealth Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.44% in Q2 2026, selling an estimated $12.6K and leaving 38,912 shares worth $3M. The position accounts for 0.57% of the portfolio, ranked #19.

The Wealth Group first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.26M in Q3 2024. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

The Wealth Group held 38,912 shares of iShares Core S&P Mid-Cap ETF worth $3M as of Q2 2026.
The Wealth Group sold 172 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.6K.
iShares Core S&P Mid-Cap ETF made up 0.57% of The Wealth Group's portfolio in Q2 2026, its #19 holding.
The Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
The Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $3.26M in Q3 2024.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.