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Position history for WAWealthspire Advisors, LLC's holdings in ISHARES CORE S&P MIDCAP ETF

Wealthspire Advisors, LLC holds 8M shares of IJH (ISHARES CORE S&P MIDCAP ETF), worth $613.9M as of 2026-Q2. The position was increased (+3.3% shares). IJH represents 3.4% of Wealthspire Advisors, LLC's portfolio.

Current Value

$613.9M

Current Shares

8M

Total Value Change

+$165.5M

Total Shares Change

+765,550

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8M
+3.3%
$613.9M3.4%$77.11
60
2026-Q1
Increased
7.7M
+0.9%
$520.6M4.1%$70.86
58
2025-Q4
Decreased
7.6M
-48.8%
$504.4M4.0%$66.70
0
2025-Q3
Increased
14.9M
+0.7%
$973.6M5.1%$64.87
62
2025-Q2
Decreased
14.8M
-4.3%
$919.2M5.2%$61.52
0
2025-Q1
Increased
15.5M
+103.5%
$903.3M5.4%$57.55
100
2024-Q4
Increased
7.6M
+5.7%
$474M4.7%$61.30
61
2024-Q3
Increased
7.2M
+4.6%
$448.5M4.6%$61.15
60

Other major holders of IJH: Steward Partners Investment Advisory, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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