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

Advyzon Investment 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	$5.22M	Buy	67,671 +13,096	+24%	+$961K	0.38%	59
2026 Q1	$3.69M	Buy	54,575 +10,403	+24%	+$722K	0.33%	71
2025 Q4	$2.92M	Buy	44,172 +11,377	+35%	+$745K	0.34%	70
2025 Q3	$2.14M	Buy	32,795 +20,150	+159%	+$1.29M	0.37%	58
2025 Q2	$784K	Buy	+12,645	New	+$742K	0.17%	117

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advyzon Investment Management's IJH Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 24% in Q2 2026, buying an estimated $961K and bringing the position to 67,671 shares worth $5.22M. The position accounts for 0.38% of the portfolio, ranked #59.

Advyzon Investment Management first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 2,750 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Advyzon Investment Management held 67,671 shares of iShares Core S&P Mid-Cap ETF worth $5.22M as of Q2 2026.
Advyzon Investment Management bought 13,096 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $961K.
iShares Core S&P Mid-Cap ETF made up 0.38% of Advyzon Investment Management's portfolio in Q2 2026, its #59 holding.
Advyzon Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,750 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.