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

Alpha Financial Partners’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	$7.55M	Sell	97,953 -3,790	-4%	-$278K	3.97%	3
2026 Q1	$6.87M	Sell	101,743 -13,418	-12%	-$931K	4.07%	3
2025 Q4	$7.6M	Buy	115,161 +4,153	+4%	+$272K	4.64%	3
2025 Q3	$7.24M	Buy	111,008 +2,789	+3%	+$179K	4.71%	3
2025 Q2	$6.71M	Buy	108,219 +896	+0.8%	+$52.6K	4.84%	3
2025 Q1	$6.26M	Buy	107,323 +5,232	+5%	+$325K	5.02%	3
2024 Q4	$6.36M	Buy	102,091 +97,353	+2,055%	+$6.24M	5.03%	3
2024 Q3	$295K	Sell	4,738 -97,966	-95%	-$5.91M	0.21%	77
2024 Q2	$6.01M	Buy	102,704 +3,797	+4%	+$223K	5.2%	3
2024 Q1	$6.01M	Buy	98,907 +2,757	+3%	+$156K	5.47%	3
2023 Q4	$5.33M	Buy	96,150 +38,800	+68%	+$1.97M	5.26%	3
2023 Q3	$2.86M	Buy	57,350 +7,535	+15%	+$395K	3.32%	7
2023 Q2	$2.61M	Sell	49,815 -13,105	-21%	-$651K	2.77%	8
2023 Q1	$3.15M	Sell	62,920 -5,990	-9%	-$305K	3.54%	6
2022 Q4	$3.33M	Buy	+68,910	New	+$3.33M	4.04%	5

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

Alpha Financial Partners's IJH Position: Q2 2026 in Review

Alpha Financial Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q2 2026, selling an estimated $278K and leaving 97,953 shares worth $7.55M. The position accounts for 3.97% of the portfolio, ranked #3.

Alpha Financial Partners first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.6M in Q4 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Alpha Financial Partners held 97,953 shares of iShares Core S&P Mid-Cap ETF worth $7.55M as of Q2 2026.
Alpha Financial Partners sold 3,790 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $278K.
iShares Core S&P Mid-Cap ETF made up 3.97% of Alpha Financial Partners's portfolio in Q2 2026, its #3 holding.
Alpha Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Alpha Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $7.6M in Q4 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.