4FG
IJH icon

4Thought Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

4Thought Financial 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 		$7.03K Sell
91
-30,629
-100% -$2.25M ﹤0.01% 90
2026
Q1 		$2.07M Sell
30,720
-7,390
-19% -$513K 1.03% 21
2025
Q4 		$2.52M Buy
38,110
+22,943
+151% +$1.5M 1.25% 20
2025
Q3 		$990K Sell
15,167
-19,958
-57% -$1.28M 0.5% 22
2025
Q2 		$2.18M Buy
35,125
+3,784
+12% +$222K 1.16% 21
2025
Q1 		$1.83M Buy
31,341
+31,291
+62,582% +$1.94M 1.13% 19
2024
Q4 		$3.12K Sell
50
-12,778
-100% -$820K ﹤0.01% 80
2024
Q3 		$799K Buy
12,828
+6,679
+109% +$403K 0.49% 27
2024
Q2 		$360K Buy
6,149
+1,901
+45% +$112K 0.22% 38
2024
Q1 		$258K Buy
4,248
+818
+24% +$46.3K 0.17% 47
2023
Q4 		$190K Buy
3,430
+630
+23% +$32K 0.14% 46
2023
Q3 		$140K Buy
2,800
+30
+1% +$1.57K 0.11% 46
2023
Q2 		$145K Buy
2,770
+635
+30% +$31.6K 0.12% 47
2023
Q1 		$107K Sell
2,135
-10
-0.5% -$509 0.09% 49
2022
Q4 		$104K Sell
2,145
-2,385
-53% -$115K 0.09% 49
2022
Q3 		$199K Sell
4,530
-205
-4% -$9.91K 0.2% 43
2022
Q2 		$214K Buy
+4,735
New +$234K 0.2% 44
2021
Q2 		– Sell
-1,385
Closed -$72K – 105
2021
Q1 		$72K Buy
+1,385
New +$69.2K 0.07% 56

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

4Thought Financial Group's IJH Position: Q2 2026 in Review

4Thought Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 100% in Q2 2026, selling an estimated $2.25M and leaving 91 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #90.

4Thought Financial Group first reported a position in IJH in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.52M in Q4 2025. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • 4Thought Financial Group held 91 shares of iShares Core S&P Mid-Cap ETF worth $7.03K as of Q2 2026.
  • 4Thought Financial Group sold 30,629 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.25M.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of 4Thought Financial Group's portfolio in Q2 2026, its #90 holding.
  • 4Thought Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 18 quarters since.
  • 4Thought Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $2.52M in Q4 2025.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.