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Accredited Investors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Accredited Investors’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 		$108M Sell
1,394,914
-18,965
-1% -$1.39M 4.65% 7
2026
Q1 		$95.5M Buy
1,413,879
+1,561
+0.1% +$108K 5.15% 4
2025
Q4 		$93.2M Sell
1,412,318
-236,948
-14% -$15.5M 4.95% 4
2025
Q3 		$108M Sell
1,649,266
-391,757
-19% -$25.2M 6% 3
2025
Q2 		$127M Sell
2,041,023
-630,619
-24% -$37M 7.49% 2
2025
Q1 		$156M Sell
2,671,642
-5,478
-0.2% -$340K 9.68% 2
2024
Q4 		$167M Buy
2,677,120
+380,275
+17% +$24.4M 9.78% 1
2024
Q3 		$143M Sell
2,296,845
-13,905
-0.6% -$839K 8.19% 2
2024
Q2 		$135M Sell
2,310,750
-98,292
-4% -$5.77M 8.43% 2
2024
Q1 		$146M Buy
2,409,042
+938,787
+64% +$53.1M 9.4% 1
2023
Q4 		$81.5M Buy
1,470,255
+533,695
+57% +$27.1M 5.78% 2
2023
Q3 		$46.7M Buy
936,560
+36,775
+4% +$1.93M 3.5% 8
2023
Q2 		$47.1M Sell
899,785
-5,720
-0.6% -$284K 3.35% 13
2023
Q1 		$45.3M Buy
905,505
+41,570
+5% +$2.12M 3.44% 12
2022
Q4 		$41.8M Buy
863,935
+343,155
+66% +$16.6M 3.53% 10
2022
Q3 		$22.8M Buy
520,780
+111,875
+27% +$5.41M 2.65% 15
2022
Q2 		$18.5M Buy
408,905
+390,170
+2,083% +$19.3M 2.19% 17
2022
Q1 		$1M Sell
18,735
-195
-1% -$10.4K 0.09% 73
2021
Q4 		$1.07M Sell
18,930
-1,190
-6% -$66.2K 0.1% 75
2021
Q3 		$1.06M Sell
20,120
-1,005
-5% -$54.1K 0.11% 62
2021
Q2 		$1.14M Buy
21,125
+1,145
+6% +$61.8K 0.12% 63
2021
Q1 		$1.04M Sell
19,980
-10,180
-34% -$508K 0.14% 66
2020
Q4 		$1.39M Sell
30,160
-630
-2% -$26.5K 0.23% 51
2020
Q3 		$1.14M Buy
30,790
+155
+0.5% +$5.79K 0.24% 51
2020
Q2 		$1.09M Sell
30,635
-52,945
-63% -$1.76M 0.22% 48
2020
Q1 		$2.4M Sell
83,580
-74,660
-47% -$2.78M 0.57% 25
2019
Q4 		$6.51M Sell
158,240
-85
-0.1% -$3.37K 1.11% 21
2019
Q3 		$6.12M Sell
158,325
-2,445
-2% -$94K 1.18% 21
2019
Q2 		$6.25M Sell
160,770
-1,640
-1% -$62.9K 1.22% 21
2019
Q1 		$6.15M Buy
162,410
+880
+0.5% +$32.5K 1.24% 20
2018
Q4 		$5.37M Buy
161,530
+132,765
+462% +$4.84M 1.2% 24
2018
Q3 		$1.16M Sell
28,765
-1,585
-5% -$63.7K 0.29% 34
2018
Q2 		$1.18M Buy
30,350
+8,145
+37% +$315K 0.31% 28
2018
Q1 		$833K Sell
22,205
-130
-0.6% -$4.97K 0.23% 38
2017
Q4 		$848K Buy
22,335
+7,005
+46% +$259K 0.23% 38
2017
Q3 		$548K Buy
15,330
+1,710
+13% +$59.6K 0.15% 60
2017
Q2 		$474K Buy
13,620
+970
+8% +$33.5K 0.12% 55
2017
Q1 		$433K Buy
12,650
+2,950
+30% +$100K 0.11% 62
2016
Q4 		$321K Buy
+9,700
New +$308K 0.08% 74

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
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Accredited Investors's IJH Position: Q2 2026 in Review

Accredited Investors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, selling an estimated $1.39M and leaving 1,394,914 shares worth $108M. The position accounts for 4.65% of the portfolio, ranked #7.

Accredited Investors first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. The position peaked at $167M in Q4 2024. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Accredited Investors held 1,394,914 shares of iShares Core S&P Mid-Cap ETF worth $108M as of Q2 2026.
  • Accredited Investors sold 18,965 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.39M.
  • iShares Core S&P Mid-Cap ETF made up 4.65% of Accredited Investors's portfolio in Q2 2026, its #7 holding.
  • Accredited Investors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Accredited Investors's iShares Core S&P Mid-Cap ETF position peaked at $167M in Q4 2024.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.