Wilkerson Advisory Group’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
$19.7K Buy
255
+111
+77% +$8.14K 0.01% 334
2026
Q1
$9.72K Sell
144
-75
-34% -$5.2K ﹤0.01% 408
2025
Q4
$14.4K Buy
+219
New +$14.3K 0.01% 282

Other funds holding IJH

Wilkerson Advisory Group's IJH Position: Q2 2026 in Review

Wilkerson Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 77% in Q2 2026, buying an estimated $8.14K and bringing the position to 255 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #334.

Wilkerson Advisory Group first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Wilkerson Advisory Group held 255 shares of iShares Core S&P Mid-Cap ETF worth $19.7K as of Q2 2026.
  • Wilkerson Advisory Group bought 111 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.14K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #334 holding.
  • Wilkerson Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.