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

Wealth Management Partners’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	$1.5M	Sell	19,407 -12	-0.1%	-$880	0.35%	56
2026 Q1	$1.31M	Sell	19,419 -53	-0.3%	-$3.68K	0.37%	57
2025 Q4	$1.29M	Sell	19,472 -416	-2%	-$27.3K	0.37%	57
2025 Q3	$1.3M	Sell	19,888 -1,098	-5%	-$70.6K	0.41%	53
2025 Q2	$1.33M	Sell	20,986 -276	-1%	-$16.2K	0.47%	48
2025 Q1	$1.24M	Sell	21,262 -8	-0%	-$497	0.57%	37
2024 Q4	$1.33M	Buy	21,270 +341	+2%	+$21.9K	0.57%	40
2024 Q3	$1.3M	Buy	20,929 +35	+0.2%	+$2.11K	0.6%	35
2024 Q2	$1.22M	Buy	20,894 +14	+0.1%	+$822	0.59%	37
2024 Q1	$1.27M	Sell	20,880 -915	-4%	-$51.8K	0.64%	35
2023 Q4	$1.21M	Sell	21,795 -295	-1%	-$15K	0.67%	32
2023 Q3	$1.1M	Sell	22,090 -190	-0.9%	-$9.96K	0.69%	30
2023 Q2	$1.17M	Buy	22,280 +955	+4%	+$47.5K	0.73%	26
2023 Q1	$1.07M	Buy	21,325 +1,325	+7%	+$67.5K	0.75%	29
2022 Q4	$980K	Hold	20,000	–	–	0.82%	28
2022 Q3	$919K	Sell	20,000 -5,000	-20%	-$242K	0.81%	30
2022 Q2	$1M	Hold	25,000	–	–	0.87%	28
2022 Q1	$1.35M	Hold	25,000	–	–	0.96%	24
2021 Q4	$1.39M	Buy	25,000 +430	+2%	+$23.9K	0.95%	23
2021 Q3	$1.29M	Sell	24,570 -780	-3%	-$42K	0.96%	27
2021 Q2	$1.36M	Sell	25,350 -1,255	-5%	-$67.8K	0.95%	27
2021 Q1	$1.4M	Sell	26,605 -1,230	-4%	-$61.4K	1.05%	23
2020 Q4	$1.35M	Buy	+27,835	New	+$1.17M	1.06%	22

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Wealth Management Partners's IJH Position: Q2 2026 in Review

Wealth Management Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q2 2026, selling an estimated $880 and leaving 19,407 shares worth $1.5M. The position accounts for 0.35% of the portfolio, ranked #56.

Wealth Management Partners first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wealth Management Partners held 19,407 shares of iShares Core S&P Mid-Cap ETF worth $1.5M as of Q2 2026.
Wealth Management Partners sold 12 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $880.
iShares Core S&P Mid-Cap ETF made up 0.35% of Wealth Management Partners's portfolio in Q2 2026, its #56 holding.
Wealth Management Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.