Vertrix Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Vertrix Wealth Management's IJH Position: Q2 2026 in Review
Vertrix Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q2 2026, buying an estimated $128K and bringing the position to 11,619 shares worth $896K. The position accounts for 0.3% of the portfolio, ranked #67.
Vertrix Wealth Management first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. 2,721 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Vertrix Wealth Management held 11,619 shares of iShares Core S&P Mid-Cap ETF worth $896K as of Q2 2026.
- Vertrix Wealth Management bought 1,745 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $128K.
- iShares Core S&P Mid-Cap ETF made up 0.3% of Vertrix Wealth Management's portfolio in Q2 2026, its #67 holding.
- Vertrix Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
- 2,721 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.