WLTH Capital Management’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
$7.08M Buy
91,757
+4,934
+6% +$362K 4.54% 8
2026
Q1
$5.86M Buy
86,823
+2,911
+3% +$202K 4.6% 8
2025
Q4
$5.98M Buy
+83,912
New +$5.5M 4.62% 8

Other funds holding IJH

WLTH Capital Management's IJH Position: Q2 2026 in Review

WLTH Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q2 2026, buying an estimated $362K and bringing the position to 91,757 shares worth $7.08M. The position accounts for 4.54% of the portfolio, ranked #8.

WLTH Capital Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • WLTH Capital Management held 91,757 shares of iShares Core S&P Mid-Cap ETF worth $7.08M as of Q2 2026.
  • WLTH Capital Management bought 4,934 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $362K.
  • iShares Core S&P Mid-Cap ETF made up 4.54% of WLTH Capital Management's portfolio in Q2 2026, its #8 holding.
  • WLTH Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on WLTH Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.