Wolff Wiese Magana’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wolff Wiese Magana’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	$2.21M	Buy	28,614 +2,095	+8%	+$154K	1.01%	35
2026 Q1	$1.79M	Buy	26,519 +3,043	+13%	+$211K	0.99%	39
2025 Q4	$1.55M	Buy	23,476 +3,401	+17%	+$223K	0.85%	39
2025 Q3	$1.31M	Buy	20,075 +1,782	+10%	+$115K	0.74%	43
2025 Q2	$1.13M	Buy	18,293 +1,442	+9%	+$84.6K	0.7%	48
2025 Q1	$983K	Buy	16,851 +1,796	+12%	+$112K	0.67%	50
2024 Q4	$938K	Buy	15,055 +1,759	+13%	+$113K	0.62%	51
2024 Q3	$829K	Buy	13,296 +4,109	+45%	+$248K	0.57%	51
2024 Q2	$538K	Buy	9,187 +4,792	+109%	+$282K	0.43%	57
2024 Q1	$267K	Buy	4,395 +560	+15%	+$31.7K	0.23%	74
2023 Q4	$213K	Sell	3,835 -13,230	-78%	-$671K	0.2%	79
2023 Q3	$851K	Buy	17,065 +805	+5%	+$42.2K	0.69%	49
2023 Q2	$850K	Buy	16,260 +405	+3%	+$20.1K	0.66%	49
2023 Q1	$793K	Buy	15,855 +265	+2%	+$13.5K	0.64%	47
2022 Q4	$754K	Sell	15,590 -3,145	-17%	-$152K	0.65%	47
2022 Q3	$822K	Sell	18,735 -185	-1%	-$8.94K	0.66%	46
2022 Q2	$856K	Buy	18,920 +330	+2%	+$16.3K	0.62%	44
2022 Q1	$998K	Buy	18,590 +1,090	+6%	+$58K	0.67%	44
2021 Q4	$991K	Sell	17,500 -60	-0.3%	-$3.34K	0.64%	44
2021 Q3	$924K	Sell	17,560 -500	-3%	-$26.9K	0.65%	45
2021 Q2	$971K	Buy	18,060 +1,645	+10%	+$88.8K	0.69%	41
2021 Q1	$854K	Buy	16,415 +820	+5%	+$41K	0.67%	46
2020 Q4	$717K	Buy	+15,595	New	+$657K	0.61%	45

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Wolff Wiese Magana's IJH Position: Q2 2026 in Review

Wolff Wiese Magana increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.9% in Q2 2026, buying an estimated $154K and bringing the position to 28,614 shares worth $2.21M. The position accounts for 1.01% of the portfolio, ranked #35.

Wolff Wiese Magana first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wolff Wiese Magana held 28,614 shares of iShares Core S&P Mid-Cap ETF worth $2.21M as of Q2 2026.
Wolff Wiese Magana bought 2,095 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $154K.
iShares Core S&P Mid-Cap ETF made up 1.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #35 holding.
Wolff Wiese Magana first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.