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Willner & Heller’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Willner & Heller’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 		$1.23M Buy
15,912
+38
+0.2% +$2.79K 0.77% 35
2026
Q1 		$1.07M Buy
15,874
+38
+0.2% +$2.64K 0.8% 33
2025
Q4 		$1.05M Sell
15,836
-229
-1% -$15K 0.75% 34
2025
Q3 		$1.05M Buy
16,065
+21
+0.1% +$1.35K 0.81% 31
2025
Q2 		$995K Sell
16,044
-1,525
-9% -$89.5K 0.84% 30
2025
Q1 		$1.03M Sell
17,569
-137
-0.8% -$8.51K 0.95% 26
2024
Q4 		$1.1M Buy
17,706
+124
+0.7% +$7.95K 0.97% 25
2024
Q3 		$1.1M Sell
17,582
-111
-0.6% -$6.69K 0.98% 25
2024
Q2 		$1.04M Sell
17,693
-272
-2% -$16K 0.99% 27
2024
Q1 		$1.09M Sell
17,965
-1,085
-6% -$61.4K 1.09% 24
2023
Q4 		$1.06M Buy
+19,050
New +$966K 1.18% 18
2022
Q4 		$905K Buy
18,715
+55
+0.3% +$2.66K 1.29% 23
2022
Q3 		$818K Buy
18,660
+75
+0.4% +$3.63K 1.32% 18
2022
Q2 		$841K Sell
18,585
-35
-0.2% -$1.73K 1.31% 19
2022
Q1 		$1.05M Sell
18,620
-2,520
-12% -$134K 1.3% 14
2021
Q4 		$1.11M Buy
+21,140
New +$1.18M 1.48% 14

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Willner & Heller's IJH Position: Q2 2026 in Review

Willner & Heller increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.24% in Q2 2026, buying an estimated $2.79K and bringing the position to 15,912 shares worth $1.23M. The position accounts for 0.77% of the portfolio, ranked #35.

Willner & Heller first reported a position in IJH in Q4 2021 and has held it in 16 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Willner & Heller held 15,912 shares of iShares Core S&P Mid-Cap ETF worth $1.23M as of Q2 2026.
  • Willner & Heller bought 38 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.79K.
  • iShares Core S&P Mid-Cap ETF made up 0.77% of Willner & Heller's portfolio in Q2 2026, its #35 holding.
  • Willner & Heller first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.