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

Wiser Advisor 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	$20.3K	Buy	263 +1	+0.4%	+$73	0.02%	138
2026 Q1	$17.7K	Sell	262 -95	-27%	-$6.59K	0.02%	139
2025 Q4	$23.6K	Buy	357 +1	+0.3%	+$66	0.03%	126
2025 Q3	$23.3K	Buy	+356	New	+$22.9K	0.03%	130
2025 Q2	–	Sell	-487	Closed	-$28.4K	–	140
2025 Q1	$28.4K	Buy	487 +10	+2%	+$621	0.04%	125
2024 Q4	$29.7K	Buy	477 +1	+0.2%	+$64	0.04%	122
2024 Q3	$29.7K	Hold	476	–	–	0.04%	128
2024 Q2	$27.8K	Sell	476 -229	-32%	-$13.5K	0.04%	124
2024 Q1	$43K	Hold	705	–	–	0.07%	103
2023 Q4	$39.2K	Buy	+705	New	+$35.8K	0.07%	107

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

Wiser Advisor Group's IJH Position: Q2 2026 in Review

Wiser Advisor Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.38% in Q2 2026, buying an estimated $73 and bringing the position to 263 shares worth $20.3K. The position accounts for 0.02% of the portfolio, ranked #138.

Wiser Advisor Group first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $43K in Q1 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wiser Advisor Group held 263 shares of iShares Core S&P Mid-Cap ETF worth $20.3K as of Q2 2026.
Wiser Advisor Group bought 1 iShares Core S&P Mid-Cap ETF share in Q2 2026, an estimated $73.
iShares Core S&P Mid-Cap ETF made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #138 holding.
Wiser Advisor Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's iShares Core S&P Mid-Cap ETF position peaked at $43K in Q1 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.