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AFG Fiduciary Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

AFG Fiduciary Services’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 		$3.97M Sell
52,204
-51,314
-50% -$3.77M 3.09% 8
2026
Q1 		$7.09M Sell
103,518
-634
-0.6% -$44K 4.14% 5
2025
Q4 		$6.97M Sell
104,152
-1,844
-2% -$121K 4.13% 5
2025
Q3 		$6.94M Sell
105,996
-287
-0.3% -$18.4K 4% 5
2025
Q2 		$6.67M Sell
106,283
-375
-0.4% -$22K 4.26% 4
2025
Q1 		$5.96M Sell
106,658
-1,270
-1% -$78.9K 4.37% 7
2024
Q4 		$6.9M Sell
107,928
-1,153
-1% -$73.9K 4.87% 3
2024
Q3 		$6.87M Sell
109,081
-690
-0.6% -$41.6K 4.63% 4
2024
Q2 		$6.69M Buy
109,771
+511
+0.5% +$30K 4.67% 4
2024
Q1 		$6.56M Sell
109,260
-3,490
-3% -$198K 4.85% 3
2023
Q4 		$6.18M Buy
112,750
+3,025
+3% +$153K 5.02% 3
2023
Q3 		$5.35M Sell
109,725
-340
-0.3% -$17.8K 4.74% 4
2023
Q2 		$5.87M Buy
110,065
+4,805
+5% +$239K 4.42% 4
2023
Q1 		$5.27M Buy
+105,260
New +$5.36M 4.86% 4
2022
Q4 		– Sell
-107,210
Closed -$4.7M – 83
2022
Q3 		$4.7M Sell
107,210
-4,385
-4% -$212K 4.43% 4
2022
Q2 		$5.05M Sell
111,595
-2,950
-3% -$146K 4.39% 3
2022
Q1 		$6.15M Sell
114,545
-84,840
-43% -$4.52M 4.32% 4
2021
Q4 		$11.3M Buy
+199,385
New +$11.1M 7.93% 2

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

AFG Fiduciary Services's IJH Position: Q2 2026 in Review

AFG Fiduciary Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 50% in Q2 2026, selling an estimated $3.77M and leaving 52,204 shares worth $3.97M. The position accounts for 3.09% of the portfolio, ranked #8.

AFG Fiduciary Services first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.3M in Q4 2021. 846 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • AFG Fiduciary Services held 52,204 shares of iShares Core S&P Mid-Cap ETF worth $3.97M as of Q2 2026.
  • AFG Fiduciary Services sold 51,314 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.77M.
  • iShares Core S&P Mid-Cap ETF made up 3.09% of AFG Fiduciary Services's portfolio in Q2 2026, its #8 holding.
  • AFG Fiduciary Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • AFG Fiduciary Services's iShares Core S&P Mid-Cap ETF position peaked at $11.3M in Q4 2021.
  • 846 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.