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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.93M Sell
64,008
-3,580
-5% -$263K 1.41% 25
2026
Q1
$4.43M Buy
67,588
+702
+1% +$48.7K 1.47% 22
2025
Q4
$4.41M Sell
66,886
-2,076
-3% -$136K 1.45% 22
2025
Q3
$4.5M Sell
68,962
-5,537
-7% -$356K 1.55% 19
2025
Q2
$4.62M Buy
74,499
+4,292
+6% +$252K 1.72% 18
2025
Q1
$4.1M Sell
70,207
-8,127
-10% -$505K 1.43% 20
2024
Q4
$4.88M Sell
78,334
-3,829
-5% -$246K 1.59% 17
2024
Q3
$5.12M Sell
82,163
-4,019
-5% -$242K 1.79% 13
2024
Q2
$5.04M Sell
86,182
-5,530
-6% -$325K 1.77% 14
2024
Q1
$5.56M Sell
91,712
-3,733
-4% -$211K 2.1% 14
2023
Q4
$5.29M Sell
95,445
-4,060
-4% -$206K 2.2% 12
2023
Q3
$4.96M Buy
99,505
+12,225
+14% +$641K 2.21% 14
2023
Q2
$4.58M Sell
87,280
-15,990
-15% -$795K 2.17% 13
2023
Q1
$5.17M Sell
103,270
-5,525
-5% -$281K 2.46% 11
2022
Q4
$5.26M Buy
108,795
+3,500
+3% +$169K 2.54% 10
2022
Q3
$4.62M Sell
105,295
-1,230
-1% -$59.5K 2.36% 13
2022
Q2
$4.82M Buy
+106,525
New +$5.26M 2.42% 13

Other funds holding IJH

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

USAdvisors Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q2 2026, selling an estimated $263K and leaving 64,008 shares worth $4.93M. The position accounts for 1.41% of the portfolio, ranked #25.

USAdvisors Wealth Management first reported a position in IJH in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.56M in Q1 2024. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • USAdvisors Wealth Management held 64,008 shares of iShares Core S&P Mid-Cap ETF worth $4.93M as of Q2 2026.
  • USAdvisors Wealth Management sold 3,580 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $263K.
  • iShares Core S&P Mid-Cap ETF made up 1.41% of USAdvisors Wealth Management's portfolio in Q2 2026, its #25 holding.
  • USAdvisors 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.
  • USAdvisors Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $5.56M in Q1 2024.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.