Advisor OS’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Advisor OS’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	$494K	Sell	6,402 -1,076	-14%	-$79K	0.03%	320
2026 Q1	$505K	Buy	7,478 +936	+14%	+$64.9K	0.04%	292
2025 Q4	$432K	Buy	6,542 +409	+7%	+$26.8K	0.03%	306
2025 Q3	$400K	Buy	6,133 +692	+13%	+$44.5K	0.03%	300
2025 Q2	$337K	Buy	5,441 +541	+11%	+$31.8K	0.03%	329
2025 Q1	$286K	Buy	4,900 +37	+0.8%	+$2.3K	0.03%	336
2024 Q4	$303K	Buy	4,863 +327	+7%	+$21K	0.04%	320
2024 Q3	$283K	Sell	4,536 -1,187	-21%	-$71.6K	0.03%	334
2024 Q2	$335K	Sell	5,723 -1,034	-15%	-$60.7K	0.04%	287
2024 Q1	$410K	Buy	6,757 +497	+8%	+$28.1K	0.05%	262
2023 Q4	$347K	Buy	+6,260	New	+$318K	0.05%	242

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

Advisor OS's IJH Position: Q2 2026 in Review

Advisor OS reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2026, selling an estimated $79K and leaving 6,402 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #320.

Advisor OS first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $505K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Advisor OS held 6,402 shares of iShares Core S&P Mid-Cap ETF worth $494K as of Q2 2026.
Advisor OS sold 1,076 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $79K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Advisor OS's portfolio in Q2 2026, its #320 holding.
Advisor OS first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Advisor OS's iShares Core S&P Mid-Cap ETF position peaked at $505K in Q1 2026.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.