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

Amara Financial’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	$2.9M	Sell	37,559 -2,298	-6%	-$169K	1.73%	12
2026 Q1	$2.69M	Sell	39,857 -2,124	-5%	-$147K	1.86%	12
2025 Q4	$2.77M	Sell	41,981 -509	-1%	-$33.3K	1.92%	13
2025 Q3	$2.77M	Buy	42,490 +2,216	+6%	+$142K	2.04%	12
2025 Q2	$2.5M	Buy	40,274 +489	+1%	+$28.7K	2.2%	11
2025 Q1	$2.32M	Buy	39,785 +3,521	+10%	+$219K	2.15%	13
2024 Q4	$2.26M	Sell	36,264 -227	-0.6%	-$14.6K	2.09%	12
2024 Q3	$2.27M	Buy	+36,491	New	+$2.2M	2.18%	12

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

Amara Financial's IJH Position: Q2 2026 in Review

Amara Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.8% in Q2 2026, selling an estimated $169K and leaving 37,559 shares worth $2.9M. The position accounts for 1.73% of the portfolio, ranked #12.

Amara Financial first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,724 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Amara Financial held 37,559 shares of iShares Core S&P Mid-Cap ETF worth $2.9M as of Q2 2026.
Amara Financial sold 2,298 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $169K.
iShares Core S&P Mid-Cap ETF made up 1.73% of Amara Financial's portfolio in Q2 2026, its #12 holding.
Amara Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.