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

Alley Investment Management Company’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	$9.65M	Sell	125,207 -1,269	-1%	-$93.1K	1.13%	40
2026 Q1	$8.54M	Sell	126,476 -1,288	-1%	-$89.3K	1.04%	43
2025 Q4	$8.43M	Sell	127,764 -962	-0.7%	-$63K	0.99%	43
2025 Q3	$8.4M	Sell	128,726 -312	-0.2%	-$20.1K	0.98%	44
2025 Q2	$8M	Buy	129,038 +152	+0.1%	+$8.92K	0.97%	44
2025 Q1	$7.52M	Buy	128,886 +818	+0.6%	+$50.8K	0.94%	43
2024 Q4	$7.98M	Buy	128,068 +864	+0.7%	+$55.4K	1.01%	41
2024 Q3	$7.93M	Buy	127,204 +32,646	+35%	+$1.97M	1%	41
2024 Q2	$5.53M	Buy	94,558 +760	+0.8%	+$44.6K	0.76%	50
2024 Q1	$5.7M	Buy	93,798 +593	+0.6%	+$33.6K	0.78%	47
2023 Q4	$5.17M	Buy	93,205 +13,895	+18%	+$705K	0.75%	49
2023 Q3	$3.96M	Buy	79,310 +70	+0.1%	+$3.67K	0.67%	49
2023 Q2	$4.14M	Sell	79,240 -435	-0.5%	-$21.6K	0.67%	52
2023 Q1	$3.99M	Buy	79,675 +1,685	+2%	+$85.8K	0.67%	52
2022 Q4	$3.77M	Sell	77,990 -1,550	-2%	-$74.9K	0.65%	53
2022 Q3	$3.49M	Buy	79,540 +240	+0.3%	+$11.6K	0.7%	53
2022 Q2	$3.59M	Buy	79,300 +15	+0%	+$740	0.68%	53
2022 Q1	$4.25M	Buy	+79,285	New	+$4.22M	0.7%	52

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Alley Investment Management Company's IJH Position: Q2 2026 in Review

Alley Investment Management Company reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q2 2026, selling an estimated $93.1K and leaving 125,207 shares worth $9.65M. The position accounts for 1.13% of the portfolio, ranked #40.

Alley Investment Management Company first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. 2,077 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Alley Investment Management Company held 125,207 shares of iShares Core S&P Mid-Cap ETF worth $9.65M as of Q2 2026.
Alley Investment Management Company sold 1,269 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $93.1K.
iShares Core S&P Mid-Cap ETF made up 1.13% of Alley Investment Management Company's portfolio in Q2 2026, its #40 holding.
Alley Investment Management Company first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,077 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.