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Yarger Wealth Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Yarger Wealth Strategies’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 		$728K Sell
9,626
-2,109
-18% -$155K 0.26% 68
2026
Q1 		$792K Sell
11,735
-167
-1% -$11.6K 0.32% 57
2025
Q4 		$786K Buy
11,902
+241
+2% +$15.8K 0.34% 51
2025
Q3 		$761K Sell
11,661
-774
-6% -$49.7K 0.35% 51
2025
Q2 		$771K Sell
12,435
-456
-4% -$26.8K 0.4% 49
2025
Q1 		$752K Sell
12,891
-166
-1% -$10.3K 0.44% 44
2024
Q4 		$814K Sell
13,057
-82
-0.6% -$5.26K 0.47% 39
2024
Q3 		$819K Sell
13,139
-402
-3% -$24.2K 0.45% 38
2024
Q2 		$792K Buy
13,541
+37
+0.3% +$2.17K 0.48% 39
2024
Q1 		$820K Buy
13,504
+34
+0.3% +$1.93K 0.56% 36
2023
Q4 		$747K Sell
13,470
-190
-1% -$9.64K 0.6% 31
2023
Q3 		$681K Sell
13,660
-335
-2% -$17.6K 0.58% 29
2023
Q2 		$732K Buy
13,995
+375
+3% +$18.6K 0.66% 27
2023
Q1 		$682K Sell
13,620
-700
-5% -$35.7K 0.75% 29
2022
Q4 		$693K Buy
14,320
+65
+0.5% +$3.14K 0.86% 27
2022
Q3 		$625K Sell
14,255
-255
-2% -$12.3K 0.83% 25
2022
Q2 		$672K Sell
14,510
-1,190
-8% -$58.7K 0.87% 24
2022
Q1 		$843K Buy
15,700
+570
+4% +$30.3K 1.1% 21
2021
Q4 		$857K Buy
+15,130
New +$842K 0.92% 23

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Yarger Wealth Strategies's IJH Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q2 2026, selling an estimated $155K and leaving 9,626 shares worth $728K. The position accounts for 0.26% of the portfolio, ranked #68.

Yarger Wealth Strategies first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $857K in Q4 2021. 918 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Yarger Wealth Strategies held 9,626 shares of iShares Core S&P Mid-Cap ETF worth $728K as of Q2 2026.
  • Yarger Wealth Strategies sold 2,109 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $155K.
  • iShares Core S&P Mid-Cap ETF made up 0.26% of Yarger Wealth Strategies's portfolio in Q2 2026, its #68 holding.
  • Yarger Wealth Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Yarger Wealth Strategies's iShares Core S&P Mid-Cap ETF position peaked at $857K in Q4 2021.
  • 918 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.