AP
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Appleton Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Appleton Partners’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 		$1.25M Buy
16,226
+396
+3% +$29.1K 0.08% 139
2026
Q1 		$1.07M Sell
15,830
-120
-0.8% -$8.32K 0.07% 137
2025
Q4 		$1.05M Sell
15,950
-15
-0.1% -$983 0.07% 140
2025
Q3 		$1.04M Sell
15,965
-195
-1% -$12.5K 0.07% 139
2025
Q2 		$1M Sell
16,160
-467
-3% -$27.4K 0.07% 138
2025
Q1 		$970K Sell
16,627
-255
-2% -$15.8K 0.08% 131
2024
Q4 		$1.05M Sell
16,882
-140
-0.8% -$8.98K 0.08% 130
2024
Q3 		$1.06M Sell
17,022
-411
-2% -$24.8K 0.08% 133
2024
Q2 		$1.02M Hold
17,433
– – 0.08% 133
2024
Q1 		$1.06M Sell
17,433
-52
-0.3% -$2.94K 0.08% 137
2023
Q4 		$969K Buy
17,485
+1,445
+9% +$73.3K 0.08% 139
2023
Q3 		$800K Buy
16,040
+570
+4% +$29.9K 0.07% 151
2023
Q2 		$809K Sell
15,470
-745
-5% -$37K 0.07% 156
2023
Q1 		$811K Sell
16,215
-380
-2% -$19.4K 0.07% 169
2022
Q4 		$803K Sell
16,595
-55
-0.3% -$2.66K 0.08% 168
2022
Q3 		$730K Buy
16,650
+880
+6% +$42.5K 0.07% 171
2022
Q2 		$714K Buy
15,770
+435
+3% +$21.5K 0.07% 173
2022
Q1 		$823K Buy
15,335
+230
+2% +$12.2K 0.07% 175
2021
Q4 		$855K Buy
15,105
+1,625
+12% +$90.5K 0.06% 174
2021
Q3 		$709K Buy
13,480
+10
+0.1% +$538 0.06% 177
2021
Q2 		$724K Buy
13,470
+25
+0.2% +$1.35K 0.06% 173
2021
Q1 		$700K Sell
13,445
-250
-2% -$12.5K 0.07% 173
2020
Q4 		$630K Sell
13,695
-200
-1% -$8.43K 0.06% 171
2020
Q3 		$515K Sell
13,895
-250
-2% -$9.35K 0.06% 178
2020
Q2 		$503K Sell
14,145
-6,365
-31% -$211K 0.06% 176
2020
Q1 		$590K Sell
20,510
-1,055
-5% -$39.2K 0.08% 153
2019
Q4 		$888K Buy
21,565
+330
+2% +$13.1K 0.1% 154
2019
Q3 		$821K Buy
21,235
+25
+0.1% +$961 0.1% 152
2019
Q2 		$824K Buy
21,210
+30
+0.1% +$1.15K 0.1% 151
2019
Q1 		$802K Sell
21,180
-655
-3% -$24.2K 0.11% 147
2018
Q4 		$725K Buy
21,835
+4,095
+23% +$149K 0.11% 147
2018
Q3 		$714K Hold
17,740
– – 0.1% 158
2018
Q2 		$691K Buy
17,740
+1,470
+9% +$56.8K 0.1% 163
2018
Q1 		$610K Hold
16,270
– – 0.09% 171
2017
Q4 		$618K Sell
16,270
-25
-0.2% -$924 0.1% 164
2017
Q3 		$583K Sell
16,295
-830
-5% -$28.9K 0.1% 156
2017
Q2 		$596K Sell
17,125
-3,170
-16% -$109K 0.1% 157
2017
Q1 		$695K Buy
+20,295
New +$691K 0.13% 142

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

Appleton Partners's IJH Position: Q2 2026 in Review

Appleton Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2026, buying an estimated $29.1K and bringing the position to 16,226 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #139.

Appleton Partners first reported a position in IJH in Q1 2017 and has held it in 38 quarters since. 796 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Appleton Partners held 16,226 shares of iShares Core S&P Mid-Cap ETF worth $1.25M as of Q2 2026.
  • Appleton Partners bought 396 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Appleton Partners's portfolio in Q2 2026, its #139 holding.
  • Appleton Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.