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

Alhambra 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	$4.71M	Sell	61,036 -4,735	-7%	-$347K	2.05%	15
2026 Q1	$4.44M	Buy	65,771 +1,695	+3%	+$118K	2.05%	13
2025 Q4	$4.23M	Buy	64,076 +1,006	+2%	+$65.9K	1.97%	14
2025 Q3	$4.12M	Sell	63,070 -856	-1%	-$55K	1.95%	12
2025 Q2	$3.96M	Buy	63,926 +770	+1%	+$45.2K	1.97%	12
2025 Q1	$3.69M	Sell	63,156 -239	-0.4%	-$14.8K	1.9%	12
2024 Q4	$3.95M	Buy	63,395 +3,145	+5%	+$202K	2.03%	13
2024 Q3	$3.75M	Buy	60,250 +9,923	+20%	+$598K	1.95%	14
2024 Q2	$2.95M	Buy	50,327 +24,525	+95%	+$1.44M	1.61%	19
2024 Q1	$1.57M	Sell	25,802 -9,668	-27%	-$547K	0.86%	31
2023 Q4	$1.97M	Buy	35,470 +4,555	+15%	+$231K	1.17%	21
2023 Q3	$1.54M	Buy	+30,915	New	+$1.62M	1.02%	24

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

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

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

Alhambra Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.2% in Q2 2026, selling an estimated $347K and leaving 61,036 shares worth $4.71M. The position accounts for 2.05% of the portfolio, ranked #15.

Alhambra Investment Management first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Alhambra Investment Management held 61,036 shares of iShares Core S&P Mid-Cap ETF worth $4.71M as of Q2 2026.
Alhambra Investment Management sold 4,735 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $347K.
iShares Core S&P Mid-Cap ETF made up 2.05% of Alhambra Investment Management's portfolio in Q2 2026, its #15 holding.
Alhambra Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.