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

World Equity 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	$469K	Buy	6,080 +31	+0.5%	+$2.27K	0.11%	225
2026 Q1	$409K	Buy	6,049 +106	+2%	+$7.35K	0.11%	231
2025 Q4	$392K	Sell	5,943 -1,784	-23%	-$117K	0.11%	206
2025 Q3	$504K	Sell	7,727 -366	-5%	-$23.5K	0.11%	181
2025 Q2	$502K	Buy	8,093 +19	+0.2%	+$1.11K	0.14%	158
2025 Q1	$481K	Sell	8,074 -5,088	-39%	-$316K	0.14%	155
2024 Q4	$820K	Buy	13,162 +5,080	+63%	+$326K	0.18%	128
2024 Q3	$504K	Buy	8,082 +316	+4%	+$19.1K	0.18%	128
2024 Q2	$454K	Sell	7,766 -7,792	-50%	-$458K	0.14%	165
2024 Q1	$945K	Sell	15,558 -3,412	-18%	-$193K	0.19%	128
2023 Q4	$1.05M	Sell	18,970 -4,790	-20%	-$243K	0.21%	108
2023 Q3	$1.19M	Buy	23,760 +14,000	+143%	+$734K	0.25%	100
2023 Q2	$511K	Sell	9,760 -37,355	-79%	-$1.86M	0.15%	178
2023 Q1	$3.58M	Buy	47,115 +20,130	+75%	+$1.03M	0.53%	41
2022 Q4	$1.31M	Sell	26,985 -1,625	-6%	-$78.5K	0.31%	89
2022 Q3	$1.25M	Sell	28,610 -290	-1%	-$14K	0.32%	84
2022 Q2	$1.31M	Sell	28,900 -675	-2%	-$33.3K	0.33%	84
2022 Q1	$1.59M	Buy	+29,575	New	+$1.57M	0.34%	78

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

World Equity Group's IJH Position: Q2 2026 in Review

World Equity Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.51% in Q2 2026, buying an estimated $2.27K and bringing the position to 6,080 shares worth $469K. The position accounts for 0.11% of the portfolio, ranked #225.

World Equity Group first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.58M in Q1 2023. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

World Equity Group held 6,080 shares of iShares Core S&P Mid-Cap ETF worth $469K as of Q2 2026.
World Equity Group bought 31 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.27K.
iShares Core S&P Mid-Cap ETF made up 0.11% of World Equity Group's portfolio in Q2 2026, its #225 holding.
World Equity Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
World Equity Group's iShares Core S&P Mid-Cap ETF position peaked at $3.58M in Q1 2023.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.