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

ABLE 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	$914K	Hold	11,847	–	–	0.15%	100
2026 Q1	$800K	Sell	11,847 -466	-4%	-$32.3K	0.16%	104
2025 Q4	$813K	Buy	12,313 +549	+5%	+$36K	0.17%	95
2025 Q3	$768K	Sell	11,764 -162	-1%	-$10.4K	0.17%	94
2025 Q2	$740K	Sell	11,926 -185	-2%	-$10.9K	0.18%	98
2025 Q1	$707K	Sell	12,111 -154	-1%	-$9.56K	0.2%	87
2024 Q4	$764K	Sell	12,265 -88	-0.7%	-$5.64K	0.23%	81
2024 Q3	$770K	Sell	12,353 -428	-3%	-$25.8K	0.24%	71
2024 Q2	$748K	Sell	12,781 -1,960	-13%	-$115K	0.27%	68
2024 Q1	$895K	Sell	14,741 -104	-0.7%	-$5.89K	0.35%	56
2023 Q4	$823K	Sell	14,845 -225	-1%	-$11.4K	0.36%	53
2023 Q3	$752K	Buy	15,070 +1,065	+8%	+$55.8K	0.38%	53
2023 Q2	$732K	Buy	14,005 +1,375	+11%	+$68.3K	0.38%	52
2023 Q1	$632K	Buy	+12,630	New	+$643K	0.41%	49

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ABLE Financial Group's IJH Position: Q2 2026 in Review

ABLE Financial Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 11,847 shares worth $914K. The position accounts for 0.15% of the portfolio, ranked #100.

ABLE Financial Group first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

ABLE Financial Group held 11,847 shares of iShares Core S&P Mid-Cap ETF worth $914K as of Q2 2026.
ABLE Financial Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.15% of ABLE Financial Group's portfolio in Q2 2026, its #100 holding.
ABLE Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.