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

AAF Wealth Management’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 		$13M Sell
167,957
-24,562
-13% -$1.8M 4.78% 6
2026
Q1 		$13M Buy
192,519
+1,270
+0.7% +$88.1K 5.33% 6
2025
Q4 		$12.6M Buy
191,249
+5,407
+3% +$354K 5.32% 6
2025
Q3 		$12.1M Buy
185,842
+4,619
+3% +$297K 5.49% 6
2025
Q2 		$11.2M Sell
181,223
-18,816
-9% -$1.1M 5.12% 7
2025
Q1 		$11.7M Sell
200,039
-91,023
-31% -$5.65M 6.3% 6
2024
Q4 		$18.1M Sell
291,062
-455
-0.2% -$29.2K 9.15% 5
2024
Q3 		$18.2M Buy
291,517
+1,619
+0.6% +$97.6K 9.15% 5
2024
Q2 		$17M Buy
289,898
+22,040
+8% +$1.29M 8.79% 5
2024
Q1 		$16.3M Buy
267,858
+4,668
+2% +$264K 9.15% 5
2023
Q4 		$14.6M Buy
263,190
+7,575
+3% +$384K 8.53% 5
2023
Q3 		$12.7M Buy
255,615
+5,265
+2% +$276K 8.19% 5
2023
Q2 		$13.1M Buy
250,350
+7,205
+3% +$358K 8.06% 4
2023
Q1 		$12.2M Buy
243,145
+5,970
+3% +$304K 7.94% 4
2022
Q4 		$11.5M Sell
237,175
-1,770
-0.7% -$85.5K 8.13% 4
2022
Q3 		$10.5M Buy
238,945
+8,175
+4% +$395K 8.35% 4
2022
Q2 		$10.4M Sell
230,770
-1,735
-0.7% -$85.6K 7.87% 5
2022
Q1 		$12.5M Buy
232,505
+115
+0% +$6.12K 8.2% 6
2021
Q4 		$13.2M Buy
232,390
+1,485
+0.6% +$82.7K 9.52% 6
2021
Q3 		$12.2M Buy
230,905
+6,065
+3% +$326K 9.23% 6
2021
Q2 		$12.1M Buy
224,840
+4,935
+2% +$266K 9.33% 6
2021
Q1 		$11.4M Buy
219,905
+6,120
+3% +$306K 9.72% 5
2020
Q4 		$9.83M Buy
+213,785
New +$9.01M 8.9% 5

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

AAF Wealth Management's IJH Position: Q2 2026 in Review

AAF Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q2 2026, selling an estimated $1.8M and leaving 167,957 shares worth $13M. The position accounts for 4.78% of the portfolio, ranked #6.

AAF Wealth Management first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.2M in Q3 2024. 845 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • AAF Wealth Management held 167,957 shares of iShares Core S&P Mid-Cap ETF worth $13M as of Q2 2026.
  • AAF Wealth Management sold 24,562 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.8M.
  • iShares Core S&P Mid-Cap ETF made up 4.78% of AAF Wealth Management's portfolio in Q2 2026, its #6 holding.
  • AAF Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • AAF Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $18.2M in Q3 2024.
  • 845 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.