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

Antonelli Financial Advisors’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	$2.74M	Sell	35,534 -310	-0.9%	-$22.7K	1.88%	14
2026 Q1	$2.42M	Sell	35,844 -4	-0%	-$277	1.67%	14
2025 Q4	$2.37M	Buy	35,848 +270	+0.8%	+$17.7K	1.56%	15
2025 Q3	$2.32M	Buy	35,578 +168	+0.5%	+$10.8K	1.58%	15
2025 Q2	$2.2M	Sell	35,410 -1,345	-4%	-$79K	1.59%	15
2025 Q1	$2.14M	Sell	36,755 -925	-2%	-$57.4K	1.73%	17
2024 Q4	$2.35M	Buy	+37,680	New	+$2.42M	1.98%	16

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Antonelli Financial Advisors's IJH Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.86% in Q2 2026, selling an estimated $22.7K and leaving 35,534 shares worth $2.74M. The position accounts for 1.88% of the portfolio, ranked #14.

Antonelli Financial Advisors first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Antonelli Financial Advisors held 35,534 shares of iShares Core S&P Mid-Cap ETF worth $2.74M as of Q2 2026.
Antonelli Financial Advisors sold 310 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $22.7K.
iShares Core S&P Mid-Cap ETF made up 1.88% of Antonelli Financial Advisors's portfolio in Q2 2026, its #14 holding.
Antonelli Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.