WealthGarden F.S.’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WealthGarden F.S.’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	$774K	Hold	10,034	–	–	0.44%	65
2026 Q1	$678K	Hold	10,034	–	–	0.46%	72
2025 Q4	$698K	Hold	10,034	–	–	0.46%	71
2025 Q3	$655K	Buy	10,034 +200	+2%	+$12.9K	0.47%	72
2025 Q2	$620K	Sell	9,834 -3,141	-24%	-$184K	0.51%	63
2025 Q1	$757K	Hold	12,975	–	–	0.73%	50
2024 Q4	$808K	Buy	12,975 +2,810	+28%	+$180K	0.76%	41
2024 Q3	$633K	Buy	10,165 +2,265	+29%	+$137K	0.62%	53
2024 Q2	$462K	Buy	+7,900	New	+$464K	0.49%	68

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

WealthGarden F.S.'s IJH Position: Q2 2026 in Review

WealthGarden F.S. held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 10,034 shares worth $774K. The position accounts for 0.44% of the portfolio, ranked #65.

WealthGarden F.S. first reported a position in IJH in Q2 2024 and has held it in 9 quarters since. The position peaked at $808K in Q4 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

WealthGarden F.S. held 10,034 shares of iShares Core S&P Mid-Cap ETF worth $774K as of Q2 2026.
WealthGarden F.S. left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.44% of WealthGarden F.S.'s portfolio in Q2 2026, its #65 holding.
WealthGarden F.S. first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares Core S&P Mid-Cap ETF position peaked at $808K 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 WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.