Worth Financial Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Worth Financial Advisory 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	$279K	Buy	+3,620	New	+$266K	0.12%	160
2026 Q1	–	Sell	-3,620	Closed	-$239K	–	100
2025 Q4	$239K	Hold	3,620	–	–	0.12%	163
2025 Q3	$236K	Sell	3,620 -1,285	-26%	-$82.6K	0.13%	135
2025 Q2	$304K	Hold	4,905	–	–	0.19%	116
2025 Q1	$286K	Sell	4,905 -20	-0.4%	-$1.24K	0.18%	126
2024 Q4	$307K	Hold	4,925	–	–	0.19%	114
2024 Q3	$307K	Sell	4,925 -575	-10%	-$34.7K	0.18%	119
2024 Q2	$322K	Sell	5,500 -1,200	-18%	-$70.5K	0.21%	106
2024 Q1	$407K	Hold	6,700	–	–	0.28%	86
2023 Q4	$371K	Sell	6,700 -105	-2%	-$5.33K	0.3%	90
2023 Q3	$339K	Buy	6,805 +25	+0.4%	+$1.31K	0.31%	90
2023 Q2	$355K	Sell	6,780 -40	-0.6%	-$1.99K	0.33%	84
2023 Q1	$341K	Buy	6,820 +580	+9%	+$29.5K	0.33%	81
2022 Q4	$302K	Buy	+6,240	New	+$301K	0.35%	76

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Worth Financial Advisory Group's IJH Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 3,620 shares worth $279K. The stake represents 0.12% of the portfolio and ranks #160 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in IJH as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $407K in Q1 2024. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Worth Financial Advisory Group held 3,620 shares of iShares Core S&P Mid-Cap ETF worth $279K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Worth Financial Advisory Group position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.12% of Worth Financial Advisory Group's portfolio in Q2 2026, its #160 holding.
Worth Financial Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $407K in Q1 2024.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.