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

West Wealth Group’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	$348K	Buy	4,509 +122	+3%	+$8.95K	0.06%	107
2026 Q1	$296K	Sell	4,387 -13	-0.3%	-$902	0.06%	103
2025 Q4	$290K	Sell	4,400 -1,224	-22%	-$80.2K	0.06%	94
2025 Q3	$366K	Buy	5,624 +1,433	+34%	+$92.1K	0.08%	77
2025 Q2	$263K	Buy	+4,191	New	+$246K	0.07%	93
2023 Q4	–	Sell	-58,615	Closed	-$2.92M	–	85
2023 Q3	$2.92M	Buy	+58,615	New	+$3.07M	1.28%	15

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 Wealth Group's IJH Position: Q2 2026 in Review

West Wealth Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, buying an estimated $8.95K and bringing the position to 4,509 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #107.

West Wealth Group first reported a position in IJH in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.92M in Q3 2023. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

West Wealth Group held 4,509 shares of iShares Core S&P Mid-Cap ETF worth $348K as of Q2 2026.
West Wealth Group bought 122 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.95K.
iShares Core S&P Mid-Cap ETF made up 0.06% of West Wealth Group's portfolio in Q2 2026, its #107 holding.
West Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 6 quarters since.
West Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $2.92M in Q3 2023.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.