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

Wealthcare Advisory 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	$24.9M	Buy	322,790 +16,169	+5%	+$1.19M	0.47%	39
2026 Q1	$20.7M	Sell	306,621 -15,587	-5%	-$1.08M	0.4%	48
2025 Q4	$21.3M	Buy	322,208 +2,345	+0.7%	+$154K	0.42%	48
2025 Q3	$20.9M	Sell	319,863 -76,525	-19%	-$4.92M	0.43%	46
2025 Q2	$24.6M	Buy	396,388 +199,276	+101%	+$11.7M	0.56%	34
2025 Q1	$11.5M	Buy	197,112 +3,247	+2%	+$202K	0.31%	68
2024 Q4	$12.1M	Sell	193,865 -26,259	-12%	-$1.68M	0.34%	59
2024 Q3	$13.7M	Sell	220,124 -25,303	-10%	-$1.53M	0.39%	52
2024 Q2	$14.4M	Sell	245,427 -35,447	-13%	-$2.08M	0.45%	46
2024 Q1	$17.1M	Sell	280,874 -42,466	-13%	-$2.4M	0.56%	39
2023 Q4	$17.9M	Sell	323,340 -13,340	-4%	-$677K	0.71%	36
2023 Q3	$16.8M	Sell	336,680 -18,915	-5%	-$991K	0.77%	31
2023 Q2	$18.6M	Sell	355,595 -355,160	-50%	-$17.7M	0.83%	27
2023 Q1	$35.6M	Sell	710,755 -1,695	-0.2%	-$86.4K	1.53%	12
2022 Q4	$34.5M	Buy	712,450 +7,380	+1%	+$357K	1.65%	8
2022 Q3	$30.9M	Sell	705,070 -37,525	-5%	-$1.81M	1.76%	8
2022 Q2	$33.6M	Sell	742,595 -21,700	-3%	-$1.07M	2.03%	9
2022 Q1	$41M	Sell	764,295 -36,585	-5%	-$1.95M	2.49%	7
2021 Q4	$45.3M	Sell	800,880 -100,135	-11%	-$5.57M	2.71%	7
2021 Q3	$47.4M	Sell	901,015 -24,980	-3%	-$1.34M	3.1%	6
2021 Q2	$49.8M	Sell	925,995 -72,245	-7%	-$3.9M	3.33%	5
2021 Q1	$52M	Sell	998,240 -90,240	-8%	-$4.51M	3.76%	5
2020 Q4	$50M	Sell	1,088,480 -38,250	-3%	-$1.61M	4.44%	4
2020 Q3	$41.8M	Sell	1,126,730 -4,295	-0.4%	-$161K	4.58%	2
2020 Q2	$40.2M	Buy	1,131,025 +158,510	+16%	+$5.26M	5.01%	3
2020 Q1	$28M	Buy	972,515 +264,800	+37%	+$9.85M	4.1%	4
2019 Q4	$29.1M	Buy	707,715 +86,895	+14%	+$3.44M	3.7%	6
2019 Q3	$24M	Buy	620,820 +67,040	+12%	+$2.58M	3.48%	6
2019 Q2	$21.5M	Buy	553,780 +40,910	+8%	+$1.57M	3.41%	7
2019 Q1	$19.4M	Buy	512,870 +317,165	+162%	+$11.7M	3.31%	7
2018 Q4	$6.5M	Sell	195,705 -5,140	-3%	-$188K	1.26%	16
2018 Q3	$8.09M	Buy	200,845 +40,585	+25%	+$1.63M	1.48%	12
2018 Q2	$6.24M	Buy	160,260 +52,225	+48%	+$2.02M	1.22%	15
2018 Q1	$4.05M	Buy	108,035 +88,160	+444%	+$3.37M	0.92%	21
2017 Q4	$754K	Buy	19,875 +3,845	+24%	+$142K	0.19%	69
2017 Q3	$574K	Buy	16,030 +13,420	+514%	+$467K	0.17%	72
2017 Q2	$91K	Hold	2,610	–	–	0.04%	39
2017 Q1	$89K	Buy	2,610 +205	+9%	+$6.98K	0.05%	37
2016 Q4	$80K	Hold	2,405	–	–	0.05%	40
2016 Q3	$74K	Hold	2,405	–	–	0.05%	32
2016 Q2	$72K	Buy	+2,405	New	+$70.5K	0.05%	43

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealthcare Advisory Partners's IJH Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q2 2026, buying an estimated $1.19M and bringing the position to 322,790 shares worth $24.9M. The position accounts for 0.47% of the portfolio, ranked #39.

Wealthcare Advisory Partners first reported a position in IJH in Q2 2016 and has held it in 41 quarters since. The position peaked at $52M in Q1 2021. 595 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wealthcare Advisory Partners held 322,790 shares of iShares Core S&P Mid-Cap ETF worth $24.9M as of Q2 2026.
Wealthcare Advisory Partners bought 16,169 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.19M.
iShares Core S&P Mid-Cap ETF made up 0.47% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #39 holding.
Wealthcare Advisory Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's iShares Core S&P Mid-Cap ETF position peaked at $52M in Q1 2021.
595 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.