Wealthspire Advisors (New York)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wealthspire Advisors (New York)'s IJH Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q2 2026, buying an estimated $18.5M and bringing the position to 7,961,778 shares worth $614M. The position accounts for 3.38% of the portfolio, ranked #4.

Wealthspire Advisors (New York) first reported a position in IJH in Q4 2018 and has held it in 29 quarters since. The position peaked at $974M in Q3 2025. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

• Wealthspire Advisors (New York) held 7,961,778 shares of iShares Core S&P Mid-Cap ETF worth $614M as of Q2 2026.
• Wealthspire Advisors (New York) bought 252,348 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $18.5M.
• iShares Core S&P Mid-Cap ETF made up 3.38% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #4 holding.
• Wealthspire Advisors (New York) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 29 quarters since.
• Wealthspire Advisors (New York)'s iShares Core S&P Mid-Cap ETF position peaked at $974M in Q3 2025.
• 2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.