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Wagner Wealth Management (South Carolina)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$9.6K Hold
124
– – ﹤0.01% 229
2026
Q1 		$8.4K Buy
124
+70
+130% +$4.86K ﹤0.01% 227
2025
Q4 		$3.58K Buy
+54
New +$3.54K ﹤0.01% 230
2025
Q3 		– Sell
-2,754
Closed -$171K – 257
2025
Q2 		$171K Hold
2,754
– – 0.04% 126
2025
Q1 		$161K Buy
2,754
+1
+0% +$62 0.04% 118
2024
Q4 		$172K Hold
2,753
– – 0.04% 112
2024
Q3 		$172K Hold
2,753
– – 0.05% 109
2024
Q2 		$161K Hold
2,753
– – 0.05% 133
2024
Q1 		$167K Sell
2,753
-2
-0.1% -$113 0.05% 133
2023
Q4 		$153K Hold
2,755
– – 0.05% 130
2023
Q3 		$137K Hold
2,755
– – 0.05% 119
2023
Q2 		$144K Sell
2,755
-260
-9% -$12.9K 0.06% 115
2023
Q1 		$151K Buy
3,015
+260
+9% +$13.2K 0.07% 122
2022
Q4 		$133K Buy
2,755
+5
+0.2% +$242 0.08% 122
2022
Q3 		$121K Sell
2,750
-660
-19% -$31.9K 0.09% 137
2022
Q2 		$154K Sell
3,410
-3,410
-50% -$168K 0.12% 115
2022
Q1 		$366K Buy
6,820
+3,460
+103% +$184K 0.26% 86
2021
Q4 		$190K Hold
3,360
– – 0.15% 124
2021
Q3 		$187K Sell
3,360
-245
-7% -$13.2K 0.15% 122
2021
Q2 		$194K Hold
3,605
– – 0.14% 129
2021
Q1 		$188K Hold
3,605
– – 0.15% 120
2020
Q4 		$166K Buy
+3,605
New +$152K 0.16% 101
2018
Q3 		$159K Buy
3,960
+5
+0.1% +$201 0.11% 146
2018
Q2 		$154K Buy
3,955
+1,025
+35% +$39.6K 0.11% 135
2018
Q1 		$110K Hold
2,930
– – 0.08% 160
2017
Q4 		$115K Buy
+2,930
New +$108K 0.09% 159

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IJH Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 124 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Wagner Wealth Management (South Carolina) first reported a position in IJH in Q4 2017 and has held it in 26 quarters since. The position peaked at $366K in Q1 2022. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 124 shares of iShares Core S&P Mid-Cap ETF worth $9.6K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #229 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 26 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares Core S&P Mid-Cap ETF position peaked at $366K in Q1 2022.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.