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

Addison 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	$174K	Sell	2,260 -2,183	-49%	-$160K	0.08%	128
2026 Q1	$300K	Buy	4,443 +599	+16%	+$41.6K	0.07%	172
2025 Q4	$254K	Sell	3,844 -155	-4%	-$10.2K	0.06%	184
2025 Q3	$261K	Hold	3,999	–	–	0.06%	187
2025 Q2	$248K	Buy	3,999 +10	+0.3%	+$587	0.06%	187
2025 Q1	$233K	Hold	3,989	–	–	0.06%	183
2024 Q4	$249K	Sell	3,989 -1,210	-23%	-$77.6K	0.07%	176
2024 Q3	$324K	Sell	5,199 -1	-0%	-$60	0.09%	152
2024 Q2	$304K	Buy	5,200 +1,315	+34%	+$77.3K	0.1%	149
2024 Q1	$236K	Hold	3,885	–	–	0.08%	164
2023 Q4	$215K	Hold	3,885	–	–	0.08%	164
2023 Q3	$194K	Hold	3,885	–	–	0.09%	158
2023 Q2	$203K	Sell	3,885 -25	-0.6%	-$1.24K	0.1%	149
2023 Q1	$196K	Sell	3,910 -80	-2%	-$4.08K	0.11%	141
2022 Q4	$193K	Buy	3,990 +105	+3%	+$5.07K	0.12%	131
2022 Q3	$170K	Hold	3,885	–	–	0.11%	135
2022 Q2	$176K	Hold	3,885	–	–	0.11%	136
2022 Q1	$209K	Hold	3,885	–	–	0.11%	129
2021 Q4	$220K	Hold	3,885	–	–	0.14%	106
2021 Q3	$204K	Hold	3,885	–	–	0.16%	77
2021 Q2	$209K	Buy	+3,885	New	+$210K	0.17%	77
2020 Q4	$191K	Buy	+4,160	New	+$175K	0.18%	76

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

Addison Advisors's IJH Position: Q2 2026 in Review

Addison Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 49% in Q2 2026, selling an estimated $160K and leaving 2,260 shares worth $174K. The position accounts for 0.08% of the portfolio, ranked #128.

Addison Advisors first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $324K in Q3 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Addison Advisors held 2,260 shares of iShares Core S&P Mid-Cap ETF worth $174K as of Q2 2026.
Addison Advisors sold 2,183 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $160K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Addison Advisors's portfolio in Q2 2026, its #128 holding.
Addison Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Addison Advisors's iShares Core S&P Mid-Cap ETF position peaked at $324K in Q3 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.