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

Wealthcare Capital 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	$269K	Buy	3,493 +473	+16%	+$34.7K	0.11%	141
2026 Q1	$204K	Buy	+3,020	New	+$209K	0.1%	151
2025 Q2	–	Sell	-7,540	Closed	-$440K	–	145
2025 Q1	$440K	Hold	7,540	–	–	0.23%	72
2024 Q4	$470K	Buy	+7,540	New	+$484K	0.24%	62

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

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

Wealthcare Capital Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, buying an estimated $34.7K and bringing the position to 3,493 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #141.

Wealthcare Capital Partners first reported a position in IJH in Q4 2024 and has held it in 4 quarters since. The position peaked at $470K in Q4 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wealthcare Capital Partners held 3,493 shares of iShares Core S&P Mid-Cap ETF worth $269K as of Q2 2026.
Wealthcare Capital Partners bought 473 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $34.7K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Wealthcare Capital Partners's portfolio in Q2 2026, its #141 holding.
Wealthcare Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
Wealthcare Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $470K in Q4 2024.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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