AFT Forsyth & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.05M Sell
26,554
-846
-3% -$62.1K 0.99% 17
2026
Q1
$1.85M Sell
27,400
-729
-3% -$50.6K 0.87% 30
2025
Q4
$1.86M Buy
28,129
+49
+0.2% +$3.21K 0.8% 27
2025
Q3
$1.83M Buy
28,080
+34
+0.1% +$2.19K 0.88% 25
2025
Q2
$1.74M Buy
28,046
+24
+0.1% +$1.41K 0.89% 25
2025
Q1
$1.64M Sell
28,022
-140
-0.5% -$8.69K 0.88% 30
2024
Q4
$1.75M Sell
28,162
-745
-3% -$47.8K 0.86% 29
2024
Q3
$1.8M Sell
28,907
-11
-0% -$663 0.89% 28
2024
Q2
$1.69M Buy
28,918
+36
+0.1% +$2.12K 0.83% 28
2024
Q1
$1.75M Buy
28,882
+17
+0.1% +$962 1% 23
2023
Q4
$1.6M Sell
28,865
-210
-0.7% -$10.7K 1.01% 23
2023
Q3
$1.45M Sell
29,075
-125
-0.4% -$6.55K 1.06% 23
2023
Q2
$1.53M Buy
29,200
+35
+0.1% +$1.74K 1.08% 21
2023
Q1
$1.46M Sell
29,165
-50
-0.2% -$2.55K 1.13% 22
2022
Q4
$1.41M Hold
29,215
1.21% 24
2022
Q3
$1.28M Hold
29,215
1.14% 25
2022
Q2
$1.32M Sell
29,215
-230
-0.8% -$11.4K 1.07% 27
2022
Q1
$1.58M Sell
29,445
-200
-0.7% -$10.6K 1.01% 29
2021
Q4
$1.68M Sell
29,645
-670
-2% -$37.3K 0.86% 30
2021
Q3
$1.59M Sell
30,315
-700
-2% -$37.7K 0.86% 32
2021
Q2
$1.67M Buy
31,015
+870
+3% +$47K 0.89% 26
2021
Q1
$1.57M Hold
30,145
0.94% 26
2020
Q4
$1.39M Buy
30,145
+745
+3% +$31.4K 0.87% 30
2020
Q3
$1.09M Sell
29,400
-15
-0.1% -$561 0.81% 35
2020
Q2
$1.05M Buy
29,415
+145
+0.5% +$4.82K 0.88% 35
2020
Q1
$842K Sell
29,270
-4,150
-12% -$154K 0.85% 36
2019
Q4
$1.38M Buy
33,420
+415
+1% +$16.4K 1.05% 27
2019
Q3
$1.27M Buy
33,005
+175
+0.5% +$6.72K 1.05% 26
2019
Q2
$1.27M Buy
32,830
+85
+0.3% +$3.26K 1.05% 27
2019
Q1
$1.24M Buy
32,745
+880
+3% +$32.5K 1.07% 27
2018
Q4
$1.06M Sell
31,865
-265
-0.8% -$9.67K 1.05% 27
2018
Q3
$1.29M Buy
32,130
+180
+0.6% +$7.24K 1.07% 27
2018
Q2
$1.25M Sell
31,950
-275
-0.9% -$10.6K 1.09% 25
2018
Q1
$1.21M Sell
32,225
-500
-2% -$19.1K 1.13% 28
2017
Q4
$1.24M Buy
+32,725
New +$1.21M 1.22% 26
2013
Q3
$541K Buy
21,775
+3,790
+21% +$92.5K 0.7% 53
2013
Q2
$415K Buy
+17,985
New +$417K 0.59% 60

Other funds holding IJH

AFT Forsyth & Company's IJH Position: Q2 2026 in Review

AFT Forsyth & Company reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q2 2026, selling an estimated $62.1K and leaving 26,554 shares worth $2.05M. The position accounts for 0.99% of the portfolio, ranked #17.

AFT Forsyth & Company first reported a position in IJH in Q2 2013 and has held it in 37 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • AFT Forsyth & Company held 26,554 shares of iShares Core S&P Mid-Cap ETF worth $2.05M as of Q2 2026.
  • AFT Forsyth & Company sold 846 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $62.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.99% of AFT Forsyth & Company's portfolio in Q2 2026, its #17 holding.
  • AFT Forsyth & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 37 quarters since.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.