Annex Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Annex Advisory Services’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	$322K	Buy	4,181 +935	+29%	+$68.6K	0.01%	297
2026 Q1	$219K	Sell	3,246 -771	-19%	-$53.5K	﹤0.01%	348
2025 Q4	$265K	Buy	4,017 +587	+17%	+$38.5K	0.01%	302
2025 Q3	$224K	Sell	3,430 -280	-8%	-$18K	﹤0.01%	287
2025 Q2	$230K	Buy	3,710 +129	+4%	+$7.57K	0.01%	286
2025 Q1	$209K	Buy	3,581 +31	+0.9%	+$1.93K	0.01%	287
2024 Q4	$221K	Sell	3,550 -157	-4%	-$10.1K	0.01%	283
2024 Q3	$231K	Buy	3,707 +219	+6%	+$13.2K	0.01%	262
2024 Q2	$204K	Buy	3,488 +78	+2%	+$4.58K	0.01%	270
2024 Q1	$207K	Sell	3,410 -700	-17%	-$39.6K	0.01%	268
2023 Q4	$228K	Buy	+4,110	New	+$208K	0.01%	245
2022 Q3	–	Sell	-7,120	Closed	-$322K	–	246
2022 Q2	$322K	Buy	+7,120	New	+$351K	0.02%	179
2020 Q1	–	Sell	-251,090	Closed	-$10.3M	–	133
2019 Q4	$10.3M	Sell	251,090 -5,385	-2%	-$213K	1.25%	14
2019 Q3	$9.91M	Sell	256,475 -2,560	-1%	-$98.4K	1.33%	13
2019 Q2	$10.1M	Sell	259,035 -6,580	-2%	-$252K	1.42%	13
2019 Q1	$10.1M	Sell	265,615 -3,570	-1%	-$132K	1.51%	13
2018 Q4	$8.94M	Buy	269,185 +1,340	+0.5%	+$48.9K	1.41%	16
2018 Q3	$10.8M	Sell	267,845 -5,015	-2%	-$202K	1.67%	13
2018 Q2	$10.6M	Sell	272,860 -3,075	-1%	-$119K	1.81%	13
2018 Q1	$10.4M	Sell	275,935 -8,340	-3%	-$319K	1.88%	12
2017 Q4	$10.8M	Sell	284,275 -12,600	-4%	-$466K	2.04%	11
2017 Q3	$10.6M	Buy	296,875 +17,990	+6%	+$627K	2.18%	11
2017 Q2	$9.7M	Buy	278,885 +14,915	+6%	+$515K	2.15%	11
2017 Q1	$9.04M	Buy	263,970 +9,945	+4%	+$338K	2.25%	11
2016 Q4	$8.4M	Buy	254,025 +11,700	+5%	+$371K	2.04%	12
2016 Q3	$7.5M	Sell	242,325 -155	-0.1%	-$4.79K	1.95%	11
2016 Q2	$7.25M	Buy	242,480 +6,160	+3%	+$181K	1.96%	11
2016 Q1	$6.82M	Sell	236,320 -8,215	-3%	-$219K	1.93%	11
2015 Q4	$6.81M	Buy	244,535 +9,210	+4%	+$263K	2%	11
2015 Q3	$6.43M	Buy	235,325 +8,920	+4%	+$259K	2.09%	10
2015 Q2	$6.79M	Buy	226,405 +11,670	+5%	+$356K	2.18%	10
2015 Q1	$6.53M	Buy	214,735 +3,890	+2%	+$115K	2.1%	11
2014 Q4	$6.11M	Sell	210,845 -2,880	-1%	-$80.9K	1.9%	13
2014 Q3	$5.84M	Buy	213,725 +9,705	+5%	+$273K	1.98%	13
2014 Q2	$5.84M	Buy	204,020 +22,805	+13%	+$627K	1.99%	13
2014 Q1	$4.98M	Sell	181,215 -24,935	-12%	-$671K	1.85%	14
2013 Q4	$5.52M	Buy	206,150 +49,710	+32%	+$1.28M	2.12%	15
2013 Q3	$3.88M	Buy	156,440 +31,115	+25%	+$759K	1.81%	17
2013 Q2	$2.9M	Buy	+125,325	New	+$2.91M	1.6%	18

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Annex Advisory Services's IJH Position: Q2 2026 in Review

Annex Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 29% in Q2 2026, buying an estimated $68.6K and bringing the position to 4,181 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #297.

Annex Advisory Services first reported a position in IJH in Q2 2013 and has held it in 39 quarters since. The position peaked at $10.8M in Q4 2017. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Annex Advisory Services held 4,181 shares of iShares Core S&P Mid-Cap ETF worth $322K as of Q2 2026.
Annex Advisory Services bought 935 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $68.6K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #297 holding.
Annex Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 39 quarters since.
Annex Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $10.8M in Q4 2017.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.