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

Advance Capital 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	$447K	Buy	5,790 +282	+5%	+$20.7K	0.01%	129
2026 Q1	$372K	Buy	5,508 +93	+2%	+$6.45K	0.01%	125
2025 Q4	$357K	Buy	5,415 +24	+0.4%	+$1.57K	0.02%	126
2025 Q3	$352K	Sell	5,391 -123	-2%	-$7.91K	0.02%	127
2025 Q2	$342K	Buy	5,514 +660	+14%	+$38.7K	0.02%	122
2025 Q1	$283K	Buy	4,854 +13	+0.3%	+$807	0.01%	123
2024 Q4	$302K	Buy	4,841 +20	+0.4%	+$1.28K	0.01%	113
2024 Q3	$300K	Sell	4,821 -977	-17%	-$58.9K	0.01%	113
2024 Q2	$339K	Hold	5,798	–	–	0.02%	110
2024 Q1	$352K	Buy	5,798 +28	+0.5%	+$1.58K	0.02%	105
2023 Q4	$320K	Buy	5,770 +50	+0.9%	+$2.54K	0.03%	89
2023 Q3	$285K	Hold	5,720	–	–	0.03%	97
2023 Q2	$299K	Buy	5,720 +20	+0.4%	+$994	0.03%	90
2023 Q1	$285K	Buy	5,700 +20	+0.4%	+$1.02K	0.05%	83
2022 Q4	$275K	Sell	5,680 -655	-10%	-$31.6K	0.04%	86
2022 Q3	$278K	Hold	6,335	–	–	0.03%	70
2022 Q2	$287K	Sell	6,335 -10	-0.2%	-$494	0.03%	64
2022 Q1	$341K	Buy	6,345 +10	+0.2%	+$532	0.04%	57
2021 Q4	$359K	Buy	+6,335	New	+$353K	0.07%	57

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

Advance Capital Management's IJH Position: Q2 2026 in Review

Advance Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.1% in Q2 2026, buying an estimated $20.7K and bringing the position to 5,790 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #129.

Advance Capital Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Advance Capital Management held 5,790 shares of iShares Core S&P Mid-Cap ETF worth $447K as of Q2 2026.
Advance Capital Management bought 282 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.7K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #129 holding.
Advance Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.