Wealth Enhancement Advisory Services
IJH icon

Wealth Enhancement Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wealth Enhancement Advisory Services’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 		$146M Buy
2,044,400
+29,904
+1% +$2.19M 0.24% 68
2026
Q1 		$130M Sell
2,014,496
-536,413
-21% -$37.2M 0.26% 66
2025
Q4 		$176M Sell
2,550,909
-52,072
-2% -$3.41M 0.24% 80
2025
Q3 		$170M Sell
2,602,981
-9,003
-0.3% -$579K 0.26% 74
2025
Q2 		$167M Buy
2,611,984
+946,042
+57% +$55.5M 0.28% 66
2025
Q1 		$97.2M Sell
1,665,942
-76,556
-4% -$4.75M 0.19% 105
2024
Q4 		$109M Buy
1,742,498
+159,450
+10% +$10.2M 0.21% 96
2024
Q3 		$98.7M Buy
1,583,048
+113,532
+8% +$6.85M 0.21% 97
2024
Q2 		$86M Buy
1,469,516
+712,232
+94% +$41.8M 0.2% 103
2024
Q1 		$46M Buy
757,284
+107,394
+17% +$6.08M 0.12% 175
2023
Q4 		$36M Sell
649,890
-11,870
-2% -$602K 0.1% 195
2023
Q3 		$33M Buy
661,760
+629,555
+1,955% +$33M 0.11% 193
2023
Q2 		$1.68M Sell
32,205
-8,775
-21% -$436K 0.02% 218
2023
Q1 		$2.05M Buy
40,980
+18,360
+81% +$935K 0.02% 219
2022
Q4 		$1.17M Sell
22,620
-1,330
-6% -$64.3K 0.02% 205
2022
Q3 		$1.08M Sell
23,950
-805
-3% -$38.9K 0.02% 231
2022
Q2 		$1.15M Buy
24,755
+1,490
+6% +$73.6K 0.02% 240
2022
Q1 		$1.25M Buy
23,265
+2,120
+10% +$113K 0.02% 226
2021
Q4 		$1.1M Buy
21,145
+780
+4% +$43.4K 0.02% 214
2021
Q3 		$1.13M Buy
20,365
+1,845
+10% +$99.3K 0.02% 203
2021
Q2 		$979K Buy
18,520
+1,830
+11% +$98.8K 0.02% 199
2021
Q1 		$888K Buy
16,690
+925
+6% +$46.2K 0.02% 205
2020
Q4 		$762K Buy
15,765
+260
+2% +$11K 0.02% 183
2020
Q3 		$621K Sell
15,505
-580
-4% -$21.7K 0.02% 187
2020
Q2 		$597K Sell
16,085
-250
-2% -$8.3K 0.02% 185
2020
Q1 		$531K Sell
16,335
-5,540
-25% -$206K 0.02% 185
2019
Q4 		$900K Buy
21,875
+6,785
+45% +$269K 0.03% 175
2019
Q3 		$576K Buy
15,090
+5,920
+65% +$228K 0.02% 179
2019
Q2 		$362K Buy
+9,170
New +$351K 0.02% 186

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's IJH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, buying an estimated $2.19M and bringing the position to 2,044,400 shares worth $146M. The position accounts for 0.24% of the portfolio, ranked #68.

Wealth Enhancement Advisory Services first reported a position in IJH in Q2 2019 and has held it in 29 quarters since. The position peaked at $176M in Q4 2025. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,044,400 shares of iShares Core S&P Mid-Cap ETF worth $146M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 29,904 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.19M.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #68 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $176M in Q4 2025.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.