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

Adaptive Financial Consulting’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 		$670K Buy
8,683
+221
+3% +$16.2K 0.23% 16
2026
Q1 		$571K Buy
8,462
+454
+6% +$31.5K 0.22% 17
2025
Q4 		$529K Sell
8,008
-233
-3% -$15.3K 0.21% 17
2025
Q3 		$538K Sell
8,241
-698
-8% -$44.9K 0.22% 17
2025
Q2 		$554K Sell
8,939
-159
-2% -$9.33K 0.23% 17
2025
Q1 		$531K Buy
9,098
+12
+0.1% +$745 0.23% 17
2024
Q4 		$566K Buy
9,086
+21
+0.2% +$1.35K 0.23% 17
2024
Q3 		$565K Buy
9,065
+52
+0.6% +$3.14K 0.23% 16
2024
Q2 		$527K Sell
9,013
-770
-8% -$45.2K 0.23% 16
2024
Q1 		$594K Buy
9,783
+538
+6% +$30.5K 0.27% 16
2023
Q4 		$512K Buy
9,245
+45
+0.5% +$2.28K 0.27% 15
2023
Q3 		$459K Buy
9,200
+150
+2% +$7.86K 0.26% 15
2023
Q2 		$473K Sell
9,050
-370
-4% -$18.4K 0.27% 15
2023
Q1 		$471K Buy
9,420
+95
+1% +$4.84K 0.25% 14
2022
Q4 		$451K Buy
9,325
+355
+4% +$17.2K 0.26% 14
2022
Q3 		$393K Buy
8,970
+110
+1% +$5.32K 0.25% 14
2022
Q2 		$401K Buy
8,860
+160
+2% +$7.9K 0.25% 14
2022
Q1 		$467K Buy
8,700
+295
+4% +$15.7K 0.27% 15
2021
Q4 		$476K Buy
8,405
+320
+4% +$17.8K 0.27% 14
2021
Q3 		$425K Buy
8,085
+30
+0.4% +$1.61K 0.26% 14
2021
Q2 		$433K Buy
8,055
+10
+0.1% +$540 0.27% 14
2021
Q1 		$419K Sell
8,045
-305
-4% -$15.2K 0.28% 14
2020
Q4 		$384K Sell
8,350
-310
-4% -$13.1K 0.29% 16
2020
Q3 		$321K Buy
8,660
+520
+6% +$19.4K 0.25% 16
2020
Q2 		$289K Buy
8,140
+130
+2% +$4.32K 0.25% 16
2020
Q1 		$230K Buy
8,010
+690
+9% +$25.7K 0.24% 22
2019
Q4 		$301K Buy
+7,320
New +$290K 0.29% 21

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Adaptive Financial Consulting's IJH Position: Q2 2026 in Review

Adaptive Financial Consulting increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, buying an estimated $16.2K and bringing the position to 8,683 shares worth $670K. The position accounts for 0.23% of the portfolio, ranked #16.

Adaptive Financial Consulting first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Adaptive Financial Consulting held 8,683 shares of iShares Core S&P Mid-Cap ETF worth $670K as of Q2 2026.
  • Adaptive Financial Consulting bought 221 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $16.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Adaptive Financial Consulting's portfolio in Q2 2026, its #16 holding.
  • Adaptive Financial Consulting first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Adaptive Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.