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

626 Financial’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	$1.56M	Sell	20,229 -1,364	-6%	-$100K	0.61%	30
2026 Q1	$1.46M	Buy	21,593 +1,544	+8%	+$107K	0.65%	30
2025 Q4	$1.32M	Sell	20,049 -2,145	-10%	-$141K	0.57%	28
2025 Q3	$1.45M	Sell	22,194 -349	-2%	-$22.4K	0.64%	27
2025 Q2	$1.4M	Sell	22,543 -2,509	-10%	-$147K	0.65%	28
2025 Q1	$1.46M	Sell	25,052 -36,124	-59%	-$2.24M	0.75%	23
2024 Q4	$3.81M	Sell	61,176 -36,996	-38%	-$2.37M	2.06%	14
2024 Q3	$6.12M	Sell	98,172 -27,593	-22%	-$1.66M	3.39%	7
2024 Q2	$7.36M	Sell	125,765 -9,018	-7%	-$530K	4.25%	5
2024 Q1	$8.19M	Buy	134,783 +13,328	+11%	+$755K	4.93%	4
2023 Q4	$6.73M	Buy	121,455 +53,080	+78%	+$2.69M	4.45%	5
2023 Q3	$3.41M	Buy	68,375 +21,450	+46%	+$1.12M	2.31%	12
2023 Q2	$2.45M	Buy	46,925 +30,925	+193%	+$1.54M	1.57%	14
2023 Q1	$801K	Buy	+16,000	New	+$815K	0.53%	42

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

626 Financial's IJH Position: Q2 2026 in Review

626 Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.3% in Q2 2026, selling an estimated $100K and leaving 20,229 shares worth $1.56M. The position accounts for 0.61% of the portfolio, ranked #30.

626 Financial first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.19M in Q1 2024. 1,866 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

626 Financial held 20,229 shares of iShares Core S&P Mid-Cap ETF worth $1.56M as of Q2 2026.
626 Financial sold 1,364 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $100K.
iShares Core S&P Mid-Cap ETF made up 0.61% of 626 Financial's portfolio in Q2 2026, its #30 holding.
626 Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
626 Financial's iShares Core S&P Mid-Cap ETF position peaked at $8.19M in Q1 2024.
1,866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.