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

Waldron Private Wealth’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	$13.1M	Sell	169,439 -279	-0.2%	-$20.5K	0.45%	34
2026 Q1	$11.5M	Sell	169,718 -373	-0.2%	-$25.9K	0.45%	33
2025 Q4	$11.2M	Sell	170,091 -8,889	-5%	-$582K	0.44%	35
2025 Q3	$11.7M	Sell	178,980 -14,297	-7%	-$919K	0.47%	35
2025 Q2	$12M	Sell	193,277 -4,241	-2%	-$249K	0.52%	32
2025 Q1	$11.5M	Sell	197,518 -1,809	-0.9%	-$112K	0.54%	31
2024 Q4	$12.4M	Sell	199,327 -4,591	-2%	-$294K	0.5%	37
2024 Q3	$12.7M	Buy	203,918 +65,162	+47%	+$3.93M	0.53%	36
2024 Q2	$8.12M	Sell	138,756 -4,798	-3%	-$282K	0.36%	42
2024 Q1	$8.72M	Buy	143,554 +844	+0.6%	+$47.8K	0.39%	41
2023 Q4	$7.91M	Sell	142,710 -8,280	-5%	-$420K	0.38%	41
2023 Q3	$7.56M	Buy	150,990 +4,025	+3%	+$211K	0.39%	40
2023 Q2	$7.69M	Sell	146,965 -95,630	-39%	-$4.75M	0.38%	40
2023 Q1	$12.1M	Sell	242,595 -119,575	-33%	-$6.09M	0.59%	34
2022 Q4	$15.9M	Hold	362,170	–	–	0.99%	23
2022 Q3	$15.9M	Sell	362,170 -2,900	-0.8%	-$140K	0.99%	23
2022 Q2	$16.5M	Sell	365,070 -8,455	-2%	-$417K	0.93%	25
2022 Q1	$20M	Sell	373,525 -9,945	-3%	-$529K	1.03%	26
2021 Q4	$21.7M	Buy	383,470 +4,700	+1%	+$262K	1.07%	25
2021 Q3	$19.9M	Buy	378,770 +279,660	+282%	+$15M	1.16%	23
2021 Q2	$5.33M	Buy	99,110 +10,840	+12%	+$585K	0.34%	47
2021 Q1	$4.59M	Buy	88,270 +10,725	+14%	+$536K	0.32%	49
2020 Q4	$3.56M	Buy	77,545 +1,985	+3%	+$83.6K	0.27%	56
2020 Q3	$2.8M	Buy	75,560 +5	+0%	+$187	0.24%	61
2020 Q2	$2.69M	Sell	75,555 -28,015	-27%	-$930K	0.24%	59
2020 Q1	$2.98M	Sell	103,570 -13,620	-12%	-$506K	0.32%	54
2019 Q4	$4.82M	Buy	117,190 +2,950	+3%	+$117K	0.43%	38
2019 Q3	$4.41M	Buy	114,240 +15,830	+16%	+$608K	0.45%	39
2019 Q2	$3.82M	Hold	98,410	–	–	0.41%	34
2019 Q1	$3.73M	Sell	98,410 -3,585	-4%	-$132K	0.42%	36
2018 Q4	$3.39M	Buy	101,995 +1,225	+1%	+$44.7K	0.49%	32
2018 Q3	$4.06M	Buy	100,770 +21,750	+28%	+$874K	0.79%	16
2018 Q2	$3.08M	Hold	79,020	–	–	0.67%	20
2018 Q1	$2.96M	Hold	79,020	–	–	0.67%	22
2017 Q4	$3M	Hold	79,020	–	–	0.71%	19
2017 Q3	$2.83M	Buy	+79,020	New	+$2.75M	0.79%	18
2017 Q2	–	Sell	-14,185	Closed	-$485K	–	174
2017 Q1	$485K	Buy	+14,185	New	+$483K	0.12%	108

Other funds holding IJH

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Waldron Private Wealth's IJH Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.16% in Q2 2026, selling an estimated $20.5K and leaving 169,439 shares worth $13.1M. The position accounts for 0.45% of the portfolio, ranked #34.

Waldron Private Wealth first reported a position in IJH in Q1 2017 and has held it in 37 quarters since. The position peaked at $21.7M in Q4 2021. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Waldron Private Wealth held 169,439 shares of iShares Core S&P Mid-Cap ETF worth $13.1M as of Q2 2026.
Waldron Private Wealth sold 279 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
iShares Core S&P Mid-Cap ETF made up 0.45% of Waldron Private Wealth's portfolio in Q2 2026, its #34 holding.
Waldron Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
Waldron Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $21.7M in Q4 2021.
635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.