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

Thrive 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	$1.32M	Sell	17,092 -12	-0.1%	-$880	0.17%	67
2026 Q1	$1.16M	Sell	17,104 -187	-1%	-$13K	0.17%	63
2025 Q4	$1.14M	Buy	17,291 +33	+0.2%	+$2.16K	0.17%	68
2025 Q3	$1.13M	Buy	17,258 +1,051	+6%	+$67.5K	0.17%	65
2025 Q2	$1.01M	Sell	16,207 -3,434	-17%	-$202K	0.16%	74
2025 Q1	$1.15M	Sell	19,641 -769	-4%	-$47.8K	0.22%	51
2024 Q4	$1.27M	Buy	20,410 +566	+3%	+$36.3K	0.23%	49
2024 Q3	$1.24M	Sell	19,844 -215	-1%	-$13K	0.23%	54
2024 Q2	$1.17M	Buy	20,059 +1	+0%	+$59	0.23%	51
2024 Q1	$1.22M	Sell	20,058 -5,012	-20%	-$284K	0.25%	48
2023 Q4	$1.39M	Buy	25,070 +5	+0%	+$254	0.31%	40
2023 Q3	$1.25M	Sell	25,065 -180	-0.7%	-$9.43K	0.33%	41
2023 Q2	$1.32M	Sell	25,245 -400	-2%	-$19.9K	0.34%	37
2023 Q1	$1.28M	Buy	25,645 +9,830	+62%	+$501K	0.33%	35
2022 Q4	$765K	Sell	15,815 -30	-0.2%	-$1.45K	0.22%	56
2022 Q3	$695K	Buy	15,845 +1,050	+7%	+$50.8K	0.24%	55
2022 Q2	$669K	Buy	+14,795	New	+$730K	0.23%	52

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Thrive Wealth Management's IJH Position: Q2 2026 in Review

Thrive Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.07% in Q2 2026, selling an estimated $880 and leaving 17,092 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #67.

Thrive Wealth Management first reported a position in IJH in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q4 2023. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Thrive Wealth Management held 17,092 shares of iShares Core S&P Mid-Cap ETF worth $1.32M as of Q2 2026.
Thrive Wealth Management sold 12 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $880.
iShares Core S&P Mid-Cap ETF made up 0.17% of Thrive Wealth Management's portfolio in Q2 2026, its #67 holding.
Thrive Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Thrive Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.39M in Q4 2023.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.