West Michigan Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

West Michigan Advisors’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	$368K	Buy	4,774 +61	+1%	+$4.48K	0.07%	213
2026 Q1	$318K	Sell	4,713 -466	-9%	-$32.3K	0.07%	222
2025 Q4	$342K	Buy	5,179 +614	+13%	+$40.2K	0.08%	197
2025 Q3	$298K	Buy	4,565 +90	+2%	+$5.78K	0.07%	211
2025 Q2	$278K	Sell	4,475 -89	-2%	-$5.22K	0.08%	180
2025 Q1	$266K	Buy	4,564 +64	+1%	+$3.97K	0.09%	164
2024 Q4	$280K	Sell	4,500 -225	-5%	-$14.4K	0.08%	171
2024 Q3	$294K	Buy	4,725 +354	+8%	+$21.3K	0.09%	148
2024 Q2	$256K	Buy	4,371 +48	+1%	+$2.82K	0.08%	156
2024 Q1	$263K	Buy	+4,323	New	+$245K	0.09%	151
2022 Q2	–	Sell	-4,140	Closed	-$222K	–	127
2022 Q1	$222K	Sell	4,140 -660	-14%	-$35.1K	0.15%	114
2021 Q4	$272K	Buy	+4,800	New	+$267K	0.2%	96

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

West Michigan Advisors's IJH Position: Q2 2026 in Review

West Michigan Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, buying an estimated $4.48K and bringing the position to 4,774 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #213.

West Michigan Advisors first reported a position in IJH in Q4 2021 and has held it in 12 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

West Michigan Advisors held 4,774 shares of iShares Core S&P Mid-Cap ETF worth $368K as of Q2 2026.
West Michigan Advisors bought 61 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.48K.
iShares Core S&P Mid-Cap ETF made up 0.07% of West Michigan Advisors's portfolio in Q2 2026, its #213 holding.
West Michigan Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.