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

Allegheny Financial Group’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 		$11M Buy
142,761
+4,418
+3% +$324K 1.17% 20
2026
Q1 		$9.34M Buy
138,343
+2,090
+2% +$145K 1.26% 18
2025
Q4 		$8.99M Buy
136,253
+62,464
+85% +$4.09M 1.33% 19
2025
Q3 		$4.82M Buy
73,789
+3,390
+5% +$218K 0.9% 20
2025
Q2 		$4.37M Sell
70,399
-970
-1% -$56.9K 0.97% 19
2025
Q1 		$4.16M Buy
71,369
+14,762
+26% +$917K 1.07% 17
2024
Q4 		$3.53M Buy
56,607
+8,212
+17% +$527K 0.91% 18
2024
Q3 		$3.02M Buy
48,395
+1,390
+3% +$83.8K 0.74% 20
2024
Q2 		$2.75M Buy
47,005
+16,809
+56% +$988K 0.79% 21
2024
Q1 		$1.83M Sell
30,196
-994
-3% -$56.3K 0.57% 30
2023
Q4 		$1.73M Buy
31,190
+3,195
+11% +$162K 0.56% 33
2023
Q3 		$1.4M Buy
27,995
+12,545
+81% +$657K 0.52% 33
2023
Q2 		$808K Sell
15,450
-10,420
-40% -$518K 0.38% 48
2023
Q1 		$1.29M Buy
25,870
+2,205
+9% +$112K 0.52% 33
2022
Q4 		$1.14M Buy
23,665
+25
+0.1% +$1.21K 0.48% 37
2022
Q3 		$1.04M Buy
23,640
+835
+4% +$40.4K 0.49% 38
2022
Q2 		$1.03M Buy
22,805
+8,515
+60% +$420K 0.48% 41
2022
Q1 		$767K Buy
14,290
+8,315
+139% +$443K 0.32% 61
2021
Q4 		$338K Buy
5,975
+15
+0.3% +$835 0.13% 110
2021
Q3 		$314K Sell
5,960
-165
-3% -$8.88K 0.14% 104
2021
Q2 		$329K Sell
6,125
-720
-11% -$38.9K 0.15% 102
2021
Q1 		$356K Buy
6,845
+745
+12% +$37.2K 0.26% 61
2020
Q4 		$280K Buy
+6,100
New +$257K 0.15% 100

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allegheny Financial Group's IJH Position: Q2 2026 in Review

Allegheny Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q2 2026, buying an estimated $324K and bringing the position to 142,761 shares worth $11M. The position accounts for 1.17% of the portfolio, ranked #20.

Allegheny Financial Group first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Allegheny Financial Group held 142,761 shares of iShares Core S&P Mid-Cap ETF worth $11M as of Q2 2026.
  • Allegheny Financial Group bought 4,418 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $324K.
  • iShares Core S&P Mid-Cap ETF made up 1.17% of Allegheny Financial Group's portfolio in Q2 2026, its #20 holding.
  • Allegheny Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.