WP Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WP Advisors’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	$2.15M	Buy	27,855 +69	+0.2%	+$5.06K	0.52%	36
2026 Q1	$1.88M	Buy	27,786 +207	+0.8%	+$14.4K	0.49%	33
2025 Q4	$1.82M	Buy	27,579 +136	+0.5%	+$8.91K	0.45%	34
2025 Q3	$1.79M	Buy	27,443 +88	+0.3%	+$5.66K	0.46%	33
2025 Q2	$1.7M	Buy	27,355 +85	+0.3%	+$4.99K	0.47%	33
2025 Q1	$1.59M	Buy	27,270 +76	+0.3%	+$4.72K	0.53%	35
2024 Q4	$1.69M	Buy	27,194 +116	+0.4%	+$7.44K	0.56%	33
2024 Q3	$1.69M	Buy	27,078 +103	+0.4%	+$6.21K	0.62%	35
2024 Q2	$1.58M	Buy	26,975 +76	+0.3%	+$4.46K	0.5%	40
2024 Q1	$1.63M	Buy	26,899 +69	+0.3%	+$3.91K	0.54%	39
2023 Q4	$1.49M	Buy	26,830 +240	+0.9%	+$12.2K	0.55%	40
2023 Q3	$1.33M	Hold	26,590	–	–	0.55%	41
2023 Q2	$1.39M	Buy	26,590 +80	+0.3%	+$3.98K	0.56%	39
2023 Q1	$1.33M	Buy	26,510 +100	+0.4%	+$5.09K	0.55%	40
2022 Q4	$1.28M	Buy	26,410 +260	+1%	+$12.6K	0.57%	40
2022 Q3	$1.15M	Hold	26,150	–	–	0.52%	42
2022 Q2	$1.18M	Buy	26,150 +95	+0.4%	+$4.69K	0.51%	42
2022 Q1	$1.4M	Buy	26,055 +80	+0.3%	+$4.26K	0.58%	40
2021 Q4	$1.47M	Buy	25,975 +190	+0.7%	+$10.6K	0.61%	33
2021 Q3	$1.36M	Hold	25,785	–	–	0.56%	38
2021 Q2	$1.39M	Buy	25,785 +135	+0.5%	+$7.29K	0.58%	34
2021 Q1	$1.33M	Hold	25,650	–	–	0.58%	35
2020 Q4	$1.18M	Buy	25,650 +75	+0.3%	+$3.16K	0.57%	37
2020 Q3	$948K	Buy	25,575 +115	+0.5%	+$4.3K	0.57%	37
2020 Q2	$905K	Buy	25,460 +240	+1%	+$7.97K	0.64%	27
2020 Q1	$726K	Buy	+25,220	New	+$938K	0.71%	20

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

WP Advisors's IJH Position: Q2 2026 in Review

WP Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q2 2026, buying an estimated $5.06K and bringing the position to 27,855 shares worth $2.15M. The position accounts for 0.52% of the portfolio, ranked #36.

WP Advisors first reported a position in IJH in Q1 2020 and has held it in 26 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

WP Advisors held 27,855 shares of iShares Core S&P Mid-Cap ETF worth $2.15M as of Q2 2026.
WP Advisors bought 69 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.06K.
iShares Core S&P Mid-Cap ETF made up 0.52% of WP Advisors's portfolio in Q2 2026, its #36 holding.
WP Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.