Allie Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Allie Family Office’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	$1.32M	Sell	17,068 -984	-5%	-$72.2K	0.49%	35
2026 Q1	$1.22M	Hold	18,052	–	–	0.53%	32
2025 Q4	$1.19M	Hold	18,052	–	–	0.56%	29
2025 Q3	$1.18M	Hold	18,052	–	–	0.56%	30
2025 Q2	$1.12M	Buy	18,052 +41	+0.2%	+$2.41K	0.55%	30
2025 Q1	$1.05M	Buy	18,011 +1,242	+7%	+$77.1K	0.57%	27
2024 Q4	$1.04M	Hold	16,769	–	–	0.58%	29
2024 Q3	$1.05M	Hold	16,769	–	–	0.56%	27
2024 Q2	$981K	Sell	16,769 -1,987	-11%	-$117K	0.59%	28
2024 Q1	$1.14M	Sell	18,756 -10,759	-36%	-$609K	0.67%	27
2023 Q4	$1.64M	Buy	+29,515	New	+$1.5M	1.13%	17
2023 Q3	–	Sell	-18,495	Closed	-$967K	–	70
2023 Q2	$967K	Buy	18,495 +3,765	+26%	+$187K	0.69%	21
2023 Q1	$737K	Buy	14,730 +2,955	+25%	+$151K	0.55%	29
2022 Q4	$570K	Hold	11,775	–	–	0.47%	34
2022 Q3	$516K	Sell	11,775 -13,465	-53%	-$651K	0.44%	35
2022 Q2	$1.14M	Sell	25,240 -300	-1%	-$14.8K	0.93%	19
2022 Q1	$1.37M	Sell	25,540 -8,835	-26%	-$470K	1.05%	21
2021 Q4	$1.95M	Buy	+34,375	New	+$1.91M	1.53%	14

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Allie Family Office's IJH Position: Q2 2026 in Review

Allie Family Office reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.5% in Q2 2026, selling an estimated $72.2K and leaving 17,068 shares worth $1.32M. The position accounts for 0.49% of the portfolio, ranked #35.

Allie Family Office first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q4 2021. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Allie Family Office held 17,068 shares of iShares Core S&P Mid-Cap ETF worth $1.32M as of Q2 2026.
Allie Family Office sold 984 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $72.2K.
iShares Core S&P Mid-Cap ETF made up 0.49% of Allie Family Office's portfolio in Q2 2026, its #35 holding.
Allie Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Allie Family Office's iShares Core S&P Mid-Cap ETF position peaked at $1.95M in Q4 2021.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.