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Apella Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Apella Capital’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 		$36.1M Buy
478,863
+17,673
+4% +$1.3M 0.51% 49
2026
Q1 		$33.6M Buy
461,190
+94,286
+26% +$6.54M 0.5% 50
2025
Q4 		$24.2M Buy
366,904
+38,974
+12% +$2.55M 0.48% 49
2025
Q3 		$21.1M Buy
327,930
+76,169
+30% +$4.9M 0.47% 51
2025
Q2 		$15.9M Buy
251,761
+15,233
+6% +$894K 0.43% 50
2025
Q1 		$13.2M Buy
236,528
+228,795
+2,959% +$14.2M 0.45% 45
2024
Q4 		$482K Buy
7,733
+1,243
+19% +$79.7K 0.02% 242
2024
Q3 		$402K Buy
6,490
+2,101
+48% +$127K 0.02% 236
2024
Q2 		$253K Sell
4,389
-1,972
-31% -$116K 0.01% 277
2024
Q1 		$382K Buy
6,361
+1,871
+42% +$106K 0.02% 216
2023
Q4 		$242K Buy
4,490
+65
+1% +$3.3K 0.01% 260
2023
Q3 		$221K Buy
+4,425
New +$232K 0.02% 242

Other funds holding IJH

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
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Apella Capital's IJH Position: Q2 2026 in Review

Apella Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.8% in Q2 2026, buying an estimated $1.3M and bringing the position to 478,863 shares worth $36.1M. The position accounts for 0.51% of the portfolio, ranked #49.

Apella Capital first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. 761 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Apella Capital held 478,863 shares of iShares Core S&P Mid-Cap ETF worth $36.1M as of Q2 2026.
  • Apella Capital bought 17,673 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.3M.
  • iShares Core S&P Mid-Cap ETF made up 0.51% of Apella Capital's portfolio in Q2 2026, its #49 holding.
  • Apella Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 761 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.