AWAP
IJH icon

Alliance Wealth Advisors (Pennsylvania)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$2.14M Sell
27,776
-4,399
-14% -$323K 0.7% 21
2026
Q1 		$2.17M Sell
32,175
-13,602
-30% -$944K 0.95% 19
2025
Q4 		$3.02M Sell
45,777
-11,891
-21% -$779K 1.31% 13
2025
Q3 		$3.76M Sell
57,668
-11,136
-16% -$716K 1.69% 12
2025
Q2 		$4.27M Sell
68,804
-51,527
-43% -$3.02M 2.18% 10
2025
Q1 		$7.02M Buy
120,331
+1,537
+1% +$95.4K 3.98% 6
2024
Q4 		$7.4M Buy
118,794
+3,047
+3% +$195K 4.14% 5
2024
Q3 		$7.21M Buy
115,747
+2,191
+2% +$132K 4.12% 5
2024
Q2 		$6.65M Buy
113,556
+266
+0.2% +$15.6K 4.18% 5
2024
Q1 		$6.88M Buy
113,290
+1,800
+2% +$102K 4.34% 5
2023
Q4 		$6.18M Buy
111,490
+740
+0.7% +$37.5K 4.08% 6
2023
Q3 		$5.52M Sell
110,750
-70
-0.1% -$3.67K 3.99% 5
2023
Q2 		$5.8M Buy
110,820
+5,265
+5% +$262K 4.12% 6
2023
Q1 		$5.28M Sell
105,555
-1,155
-1% -$58.8K 3.96% 5
2022
Q4 		$5.16M Buy
106,710
+1,080
+1% +$52.2K 4.3% 3
2022
Q3 		$4.63M Buy
105,630
+1,365
+1% +$66K 4.31% 3
2022
Q2 		$4.72M Buy
104,265
+2,210
+2% +$109K 4.08% 4
2022
Q1 		$5.48M Sell
102,055
-1,615
-2% -$86K 4.54% 3
2021
Q4 		$5.87M Buy
103,670
+825
+0.8% +$45.9K 4.78% 3
2021
Q3 		$5.41M Buy
102,845
+360
+0.4% +$19.4K 4.79% 2
2021
Q2 		$5.51M Buy
102,485
+4,290
+4% +$232K 4.95% 2
2021
Q1 		$5.11M Buy
98,195
+31,820
+48% +$1.59M 5.05% 2
2020
Q4 		$3.05M Buy
+66,375
New +$2.8M 3.2% 4

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s IJH Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2026, selling an estimated $323K and leaving 27,776 shares worth $2.14M. The position accounts for 0.7% of the portfolio, ranked #21.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.4M in Q4 2024. 519 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 27,776 shares of iShares Core S&P Mid-Cap ETF worth $2.14M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 4,399 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $323K.
  • iShares Core S&P Mid-Cap ETF made up 0.7% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #21 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s iShares Core S&P Mid-Cap ETF position peaked at $7.4M in Q4 2024.
  • 519 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.