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

Urban 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	$1.23M	Sell	16,005 -1,100	-6%	-$80.7K	1.08%	20
2026 Q1	$1.16M	Sell	17,105 -895	-5%	-$62.1K	1.18%	20
2025 Q4	$1.19M	Buy	+18,000	New	+$1.18M	1.1%	21
2020 Q4	$2.74M	Buy	+59,645	New	+$2.51M	2.28%	10

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

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

Urban Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.4% in Q2 2026, selling an estimated $80.7K and leaving 16,005 shares worth $1.23M. The position accounts for 1.08% of the portfolio, ranked #20.

Urban Wealth Management first reported a position in IJH in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.74M in Q4 2020. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Urban Wealth Management held 16,005 shares of iShares Core S&P Mid-Cap ETF worth $1.23M as of Q2 2026.
Urban Wealth Management sold 1,100 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $80.7K.
iShares Core S&P Mid-Cap ETF made up 1.08% of Urban Wealth Management's portfolio in Q2 2026, its #20 holding.
Urban Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 4 quarters since.
Urban Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.74M in Q4 2020.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.