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

Apollon 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 		$18.4M Buy
239,236
+4,036
+2% +$296K 2.18% 9
2026
Q1 		$15.9M Buy
235,200
+12,347
+6% +$857K 2.2% 8
2025
Q4 		$14.7M Buy
222,853
+7,101
+3% +$465K 2.14% 10
2025
Q3 		$14.1M Buy
215,752
+100,804
+88% +$6.48M 2.34% 9
2025
Q2 		$7.13M Buy
114,948
+2,668
+2% +$157K 1.49% 17
2025
Q1 		$6.55M Buy
112,280
+63,402
+130% +$3.94M 1.54% 19
2024
Q4 		$3.05M Buy
48,878
+12,828
+36% +$823K 0.75% 30
2024
Q3 		$2.25M Buy
36,050
+21,423
+146% +$1.29M 0.66% 36
2024
Q2 		$856K Buy
14,627
+8
+0.1% +$470 0.28% 65
2024
Q1 		$888K Buy
14,619
+509
+4% +$28.8K 0.31% 64
2023
Q4 		$782K Buy
+14,110
New +$716K 0.31% 63

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Apollon Financial's IJH Position: Q2 2026 in Review

Apollon Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, buying an estimated $296K and bringing the position to 239,236 shares worth $18.4M. The position accounts for 2.18% of the portfolio, ranked #9.

Apollon Financial first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Apollon Financial held 239,236 shares of iShares Core S&P Mid-Cap ETF worth $18.4M as of Q2 2026.
  • Apollon Financial bought 4,036 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $296K.
  • iShares Core S&P Mid-Cap ETF made up 2.18% of Apollon Financial's portfolio in Q2 2026, its #9 holding.
  • Apollon Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.