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

Affinity Capital 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 		$12.4M Sell
162,379
-415
-0.3% -$30.4K 1.53% 15
2026
Q1 		$11M Buy
162,794
+2,360
+1% +$164K 1.54% 16
2025
Q4 		$10.6M Buy
160,434
+14,041
+10% +$920K 1.47% 16
2025
Q3 		$9.6M Buy
146,393
+17,518
+14% +$1.13M 1.47% 16
2025
Q2 		$7.99M Sell
128,875
-552
-0.4% -$32.4K 1.37% 19
2025
Q1 		$7.04M Buy
129,427
+8,793
+7% +$546K 1.4% 19
2024
Q4 		$7.55M Buy
120,634
+8,942
+8% +$574K 1.42% 15
2024
Q3 		$6.96M Buy
111,692
+9,012
+9% +$543K 1.35% 16
2024
Q2 		$6.01M Buy
102,680
+3,035
+3% +$178K 1.26% 18
2024
Q1 		$6.05M Buy
99,645
+23,855
+31% +$1.35M 1.35% 17
2023
Q4 		$4.2M Buy
75,790
+16,370
+28% +$830K 1.02% 24
2023
Q3 		$2.96M Buy
59,420
+54,940
+1,226% +$2.88M 0.81% 28
2023
Q2 		$234K Sell
4,480
-905
-17% -$45K 0.06% 112
2023
Q1 		$269K Buy
5,385
+10
+0.2% +$509 0.08% 99
2022
Q4 		$260K Buy
5,375
+210
+4% +$10.1K 0.09% 92
2022
Q3 		$226K Sell
5,165
-45
-0.9% -$2.18K 0.08% 93
2022
Q2 		$236K Buy
5,210
+55
+1% +$2.71K 0.08% 93
2022
Q1 		$277K Buy
5,155
+10
+0.2% +$532 0.09% 94
2021
Q4 		$291K Sell
5,145
-580
-10% -$32.3K 0.09% 99
2021
Q3 		$301K Buy
5,725
+400
+8% +$21.5K 0.1% 91
2021
Q2 		$286K Sell
5,325
-210
-4% -$11.3K 0.1% 95
2021
Q1 		$288K Hold
5,535
– – 0.11% 90
2020
Q4 		$254K Sell
5,535
-1,100
-17% -$46.3K 0.1% 93
2020
Q3 		$246K Buy
6,635
+15
+0.2% +$561 0.14% 87
2020
Q2 		$235K Buy
+6,620
New +$220K 0.15% 84
2020
Q1 		– Sell
-8,430
Closed -$347K – 111
2019
Q4 		$347K Buy
+8,430
New +$334K 0.23% 71

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Affinity Capital Advisors's IJH Position: Q2 2026 in Review

Affinity Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q2 2026, selling an estimated $30.4K and leaving 162,379 shares worth $12.4M. The position accounts for 1.53% of the portfolio, ranked #15.

Affinity Capital Advisors first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Affinity Capital Advisors held 162,379 shares of iShares Core S&P Mid-Cap ETF worth $12.4M as of Q2 2026.
  • Affinity Capital Advisors sold 415 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $30.4K.
  • iShares Core S&P Mid-Cap ETF made up 1.53% of Affinity Capital Advisors's portfolio in Q2 2026, its #15 holding.
  • Affinity Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.