Warren Street Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Warren Street Wealth Advisors’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	$255K	Buy	3,310 +20	+0.6%	+$1.47K	0.06%	118
2026 Q1	$222K	Hold	3,290	–	–	0.06%	112
2025 Q4	$217K	Sell	3,290 -11,929	-78%	-$781K	0.06%	110
2025 Q3	$993K	Sell	15,219 -3,389	-18%	-$218K	0.3%	41
2025 Q2	$1.15M	Buy	18,608 +3,118	+20%	+$183K	0.38%	35
2025 Q1	$904K	Hold	15,490	–	–	0.35%	38
2024 Q4	$965K	Sell	15,490 -41	-0.3%	-$2.63K	0.4%	32
2024 Q3	$968K	Hold	15,531	–	–	0.4%	33
2024 Q2	$909K	Hold	15,531	–	–	0.45%	32
2024 Q1	$943K	Buy	15,531 +171	+1%	+$9.68K	0.47%	30
2023 Q4	$852K	Sell	15,360 -145	-0.9%	-$7.35K	0.48%	31
2023 Q3	$773K	Hold	15,505	–	–	0.51%	27
2023 Q2	$811K	Sell	15,505 -90	-0.6%	-$4.47K	0.53%	26
2023 Q1	$780K	Sell	15,595 -70	-0.4%	-$3.57K	0.56%	21
2022 Q4	$758K	Buy	15,665 +1,675	+12%	+$80.9K	0.61%	20
2022 Q3	$613K	Hold	13,990	–	–	0.62%	25
2022 Q2	$633K	Sell	13,990 -370	-3%	-$18.3K	0.61%	24
2022 Q1	$771K	Sell	14,360 -3,110	-18%	-$166K	0.67%	24
2021 Q4	$989K	Buy	+17,470	New	+$972K	0.91%	19

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Warren Street Wealth Advisors's IJH Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.61% in Q2 2026, buying an estimated $1.47K and bringing the position to 3,310 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #118.

Warren Street Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q2 2025. 1,311 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Warren Street Wealth Advisors held 3,310 shares of iShares Core S&P Mid-Cap ETF worth $255K as of Q2 2026.
Warren Street Wealth Advisors bought 20 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #118 holding.
Warren Street Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Warren Street Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.15M in Q2 2025.
1,311 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.