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

Affiance Financial’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	$12.6M	Sell	163,824 -4,350	-3%	-$319K	1.82%	12
2026 Q1	$11.4M	Sell	168,174 -301	-0.2%	-$20.9K	1.84%	12
2025 Q4	$11.1M	Sell	168,475 -1,551	-0.9%	-$102K	1.79%	12
2025 Q3	$11.1M	Sell	170,026 -596	-0.3%	-$38.3K	2.02%	11
2025 Q2	$10.6M	Sell	170,622 -4,769	-3%	-$280K	2.15%	9
2025 Q1	$10.2M	Sell	175,391 -8,471	-5%	-$526K	2.38%	11
2024 Q4	$11.5M	Sell	183,862 -5,952	-3%	-$382K	2.74%	9
2024 Q3	$11.8M	Sell	189,814 -4,082	-2%	-$246K	2.87%	8
2024 Q2	$11.3M	Sell	193,896 -1,595	-0.8%	-$93.7K	2.96%	6
2024 Q1	$11.9M	Sell	195,491 -71,944	-27%	-$4.07M	3.22%	6
2023 Q4	$14.8M	Sell	267,435 -46,790	-15%	-$2.37M	4.32%	5
2023 Q3	$15.7M	Sell	314,225 -1,465	-0.5%	-$76.8K	7.96%	4
2023 Q2	$16.5M	Buy	315,690 +3,350	+1%	+$166K	8.04%	4
2023 Q1	$15.6M	Buy	312,340 +10,045	+3%	+$512K	8.27%	3
2022 Q4	$14.6M	Sell	302,295 -6,460	-2%	-$312K	5.93%	5
2022 Q3	$13.5M	Sell	308,755 -7,395	-2%	-$358K	7.63%	5
2022 Q2	$14.3M	Sell	316,150 -135,640	-30%	-$6.7M	7.71%	4
2022 Q1	$24.2M	Sell	451,790 -30,210	-6%	-$1.61M	11.79%	1
2021 Q4	$27.3M	Sell	482,000 -1,420	-0.3%	-$79K	11.39%	2
2021 Q3	$25.4M	Sell	483,420 -7,770	-2%	-$418K	11.06%	2
2021 Q2	$26.4M	Sell	491,190 -8,820	-2%	-$476K	11.19%	2
2021 Q1	$26M	Sell	500,010 -35,575	-7%	-$1.78M	11.6%	2
2020 Q4	$24.6M	Sell	535,585 -20,320	-4%	-$856K	12.83%	1
2020 Q3	$20.6M	Sell	555,905 -361,645	-39%	-$13.5M	11.9%	1
2020 Q2	$32.6M	Buy	917,550 +20,690	+2%	+$687K	17.74%	1
2020 Q1	$25.8M	Buy	896,860 +72,400	+9%	+$2.69M	17.79%	1
2019 Q4	$33.9M	Buy	824,460 +12,070	+1%	+$478K	18.72%	1
2019 Q3	$31.4M	Sell	812,390 -1,580	-0.2%	-$60.7K	19.06%	1
2019 Q2	$31.6M	Buy	813,970 +20,480	+3%	+$785K	19.34%	1
2019 Q1	$30.1M	Sell	793,490 -62,515	-7%	-$2.31M	18.92%	1
2018 Q4	$28.4M	Sell	856,005 -2,715	-0.3%	-$99.1K	18.78%	1
2018 Q3	$34.6M	Buy	858,720 +200,810	+31%	+$8.07M	22.79%	1
2018 Q2	$25.6M	Buy	657,910 +48,295	+8%	+$1.87M	19.6%	1
2018 Q1	$22.9M	Buy	609,615 +4,200	+0.7%	+$161K	20.21%	1
2017 Q4	$23M	Buy	605,415 +30,625	+5%	+$1.13M	17.01%	1
2017 Q3	$20.6M	Sell	574,790 -4,020	-0.7%	-$140K	16.56%	1
2017 Q2	$20.1M	Sell	578,810 -4,040	-0.7%	-$139K	16.04%	1
2017 Q1	$20M	Buy	582,850 +19,735	+4%	+$672K	15.43%	1
2016 Q4	$18.6M	Buy	563,115 +25,465	+5%	+$807K	14.93%	1
2016 Q3	$16.6M	Buy	537,650 +42,115	+8%	+$1.3M	13.52%	1
2016 Q2	$14.8M	Buy	495,535 +174,025	+54%	+$5.1M	12.52%	1
2016 Q1	$9.27M	Buy	321,510 +55,795	+21%	+$1.49M	8.88%	2
2015 Q4	$7.4M	Buy	265,715 +80,985	+44%	+$2.31M	7.6%	3
2015 Q3	$5.05M	Buy	184,730 +83,045	+82%	+$2.41M	6.32%	3
2015 Q2	$3.05M	Buy	+101,685	New	+$3.1M	3.89%	5

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Affiance Financial's IJH Position: Q2 2026 in Review

Affiance Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, selling an estimated $319K and leaving 163,824 shares worth $12.6M. The position accounts for 1.82% of the portfolio, ranked #12.

Affiance Financial first reported a position in IJH in Q2 2015 and has held it in 45 quarters since. The position peaked at $34.6M in Q3 2018. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Affiance Financial held 163,824 shares of iShares Core S&P Mid-Cap ETF worth $12.6M as of Q2 2026.
Affiance Financial sold 4,350 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $319K.
iShares Core S&P Mid-Cap ETF made up 1.82% of Affiance Financial's portfolio in Q2 2026, its #12 holding.
Affiance Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 45 quarters since.
Affiance Financial's iShares Core S&P Mid-Cap ETF position peaked at $34.6M in Q3 2018.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.