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

Wealth Preservation 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	$211K	Hold	2,731	–	–	0.12%	79
2026 Q1	$184K	Sell	2,731 -696	-20%	-$48.3K	0.15%	67
2025 Q4	$226K	Buy	3,427 +80	+2%	+$5.24K	0.11%	83
2025 Q3	$218K	Hold	3,347	–	–	0.13%	78
2025 Q2	$208K	Hold	3,347	–	–	0.13%	83
2025 Q1	$195K	Buy	+3,347	New	+$208K	0.14%	79

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Preservation Advisors's IJH Position: Q2 2026 in Review

Wealth Preservation Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 2,731 shares worth $211K. The position accounts for 0.12% of the portfolio, ranked #79.

Wealth Preservation Advisors first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. The position peaked at $226K in Q4 2025. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wealth Preservation Advisors held 2,731 shares of iShares Core S&P Mid-Cap ETF worth $211K as of Q2 2026.
Wealth Preservation Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.12% of Wealth Preservation Advisors's portfolio in Q2 2026, its #79 holding.
Wealth Preservation Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Preservation Advisors's iShares Core S&P Mid-Cap ETF position peaked at $226K in Q4 2025.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.