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

Western Wealth Management's IJH Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2026, selling an estimated $413K and leaving 266,068 shares worth $20.5M. The position accounts for 0.67% of the portfolio, ranked #27.

Western Wealth Management first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $25.2M in Q1 2022. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

• Western Wealth Management held 266,068 shares of iShares Core S&P Mid-Cap ETF worth $20.5M as of Q2 2026.
• Western Wealth Management sold 5,629 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $413K.
• iShares Core S&P Mid-Cap ETF made up 0.67% of Western Wealth Management's portfolio in Q2 2026, its #27 holding.
• Western Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
• Western Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $25.2M in Q1 2022.
• 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.