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

AA Financial 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 		$30.6M Buy
396,971
+141,924
+56% +$10.4M 3.68% 5
2026
Q1 		$17.2M Buy
255,047
+109,808
+76% +$7.62M 2.43% 10
2025
Q4 		$9.59M Buy
145,239
+74,515
+105% +$4.88M 1.77% 12
2025
Q3 		$4.62M Buy
70,724
+3,359
+5% +$216K 0.91% 35
2025
Q2 		$4.18M Buy
67,365
+4,236
+7% +$249K 0.9% 36
2025
Q1 		$3.68M Sell
63,129
-2,786
-4% -$173K 0.9% 34
2024
Q4 		$4.11M Buy
65,915
+2,096
+3% +$134K 1.1% 32
2024
Q3 		$3.98M Buy
63,819
+4,751
+8% +$287K 1.15% 30
2024
Q2 		$3.46M Buy
59,068
+5,531
+10% +$325K 1.22% 30
2024
Q1 		$3.25M Buy
53,537
+387
+0.7% +$21.9K 1.31% 25
2023
Q4 		$2.95M Buy
+53,150
New +$2.7M 1.96% 18

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

AA Financial Advisors's IJH Position: Q2 2026 in Review

AA Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 56% in Q2 2026, buying an estimated $10.4M and bringing the position to 396,971 shares worth $30.6M. The position accounts for 3.68% of the portfolio, ranked #5.

AA Financial Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 843 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • AA Financial Advisors held 396,971 shares of iShares Core S&P Mid-Cap ETF worth $30.6M as of Q2 2026.
  • AA Financial Advisors bought 141,924 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $10.4M.
  • iShares Core S&P Mid-Cap ETF made up 3.68% of AA Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • AA Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.