Wealthquest’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62M | Sell |
803,877
-3,737
| -0.5% | -$274K | 3.91% | 8 |
|
|
2026
Q1 | $54.5M | Buy |
807,614
+19,930
| +3% | +$1.38M | 3.86% | 7 |
|
|
2025
Q4 | $52M | Buy |
787,684
+14,634
| +2% | +$959K | 3.93% | 7 |
|
|
2025
Q3 | $50.4M | Buy |
773,050
+9,985
| +1% | +$642K | 4.02% | 7 |
|
|
2025
Q2 | $47.3M | Buy |
763,065
+34,995
| +5% | +$2.05M | 3.73% | 8 |
|
|
2025
Q1 | $42.5M | Buy |
728,070
+27,543
| +4% | +$1.71M | 3.55% | 9 |
|
|
2024
Q4 | $43.6M | Buy |
700,527
+20,772
| +3% | +$1.33M | 3.55% | 9 |
|
|
2024
Q3 | $42M | Buy |
679,755
+132,885
| +24% | +$8.01M | 3.7% | 9 |
|
|
2024
Q2 | $32M | Buy |
546,870
+27,087
| +5% | +$1.59M | 3.41% | 10 |
|
|
2024
Q1 | $31.6M | Sell |
519,783
-35,567
| -6% | -$2.01M | 3.38% | 9 |
|
|
2023
Q4 | $30.8M | Sell |
555,350
-25,430
| -4% | -$1.29M | 3.41% | 8 |
|
|
2023
Q3 | $29M | Sell |
580,780
-11,325
| -2% | -$593K | 3.56% | 8 |
|
|
2023
Q2 | $31M | Sell |
592,105
-20,950
| -3% | -$1.04M | 3.7% | 8 |
|
|
2023
Q1 | $30.7M | Sell |
613,055
-24,575
| -4% | -$1.25M | 3.98% | 8 |
|
|
2022
Q4 | $30.8M | Sell |
637,630
-23,810
| -4% | -$1.15M | 3.97% | 8 |
|
|
2022
Q3 | $29M | Sell |
661,440
-7,855
| -1% | -$380K | 4.06% | 9 |
|
|
2022
Q2 | $30.3M | Sell |
669,295
-22,360
| -3% | -$1.1M | 4.57% | 7 |
|
|
2022
Q1 | $39.2M | Hold |
691,655
| – | – | 6.01% | 3 |
|
|
2021
Q4 | $39.2M | Buy |
691,655
+5,405
| +0.8% | +$301K | 6.01% | 3 |
|
|
2021
Q3 | $36.1M | Sell |
686,250
-9,510
| -1% | -$512K | 6.09% | 3 |
|
|
2021
Q2 | $37.4M | Sell |
695,760
-34,675
| -5% | -$1.87M | 6.4% | 3 |
|
|
2021
Q1 | $38M | Buy |
730,435
+3,650
| +0.5% | +$182K | 7.1% | 3 |
|
|
2020
Q4 | $33.4M | Buy |
726,785
+6,450
| +0.9% | +$272K | 7.15% | 2 |
|
|
2020
Q3 | $26.7M | Buy |
720,335
+45,130
| +7% | +$1.69M | 6.61% | 3 |
|
|
2020
Q2 | $24M | Buy |
+675,205
| New | +$22.4M | 6.11% | 3 |
|
|
2019
Q4 | $25.1M | Buy |
610,525
+6,840
| +1% | +$271K | 7.2% | 2 |
|
|
2019
Q3 | $23.3M | Buy |
603,685
+23,660
| +4% | +$909K | 7.8% | 2 |
|
|
2019
Q2 | $22.5M | Buy |
580,025
+18,730
| +3% | +$718K | 8.51% | 2 |
|
|
2019
Q1 | $21.3M | Buy |
561,295
+26,355
| +5% | +$973K | 8.03% | 2 |
|
|
2018
Q4 | $17.8M | Buy |
+534,940
| New | +$19.5M | 7.28% | 2 |
|
|
2015
Q3 | $9.33M | Buy |
+341,610
| New | +$9.93M | 16.9% | 3 |
|
Other funds holding IJH
Wealthquest's IJH Position: Q2 2026 in Review
Wealthquest reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.46% in Q2 2026, selling an estimated $274K and leaving 803,877 shares worth $62M. The position accounts for 3.91% of the portfolio, ranked #8.
Wealthquest first reported a position in IJH in Q3 2015 and has held it in 31 quarters since. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Wealthquest held 803,877 shares of iShares Core S&P Mid-Cap ETF worth $62M as of Q2 2026.
- Wealthquest sold 3,737 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $274K.
- iShares Core S&P Mid-Cap ETF made up 3.91% of Wealthquest's portfolio in Q2 2026, its #8 holding.
- Wealthquest first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 31 quarters since.
- 2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.