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

Aptus Capital 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	$8.18M	Buy	106,058 +4,833	+5%	+$355K	0.06%	265
2026 Q1	$6.84M	Sell	101,225 -2,346	-2%	-$163K	0.05%	284
2025 Q4	$6.84M	Sell	103,571 -5,957	-5%	-$390K	0.05%	275
2025 Q3	$7.15M	Sell	109,528 -3,256	-3%	-$209K	0.05%	263
2025 Q2	$6.99M	Sell	112,784 -5,435	-5%	-$319K	0.06%	244
2025 Q1	$6.9M	Buy	118,219 +11,340	+11%	+$704K	0.07%	233
2024 Q4	$6.66M	Buy	106,879 +78,988	+283%	+$5.07M	0.07%	226
2024 Q3	$1.74M	Buy	27,891 +6,271	+29%	+$378K	0.03%	331
2024 Q2	$1.27M	Sell	21,620 -1	-0%	-$59	0.02%	354
2024 Q1	$1.31M	Buy	21,621 +9,351	+76%	+$529K	0.02%	356
2023 Q4	$680K	Buy	12,270 +10	+0.1%	+$507	0.02%	335
2023 Q3	$611K	Buy	12,260 +1,620	+15%	+$84.9K	0.02%	350
2023 Q2	$556K	Buy	10,640 +600	+6%	+$29.8K	0.01%	314
2023 Q1	$502K	Sell	10,040 -3,220	-24%	-$164K	0.01%	325
2022 Q4	$641K	Sell	13,260 -1,240	-9%	-$59.9K	0.02%	322
2022 Q3	$636K	Sell	14,500 -405	-3%	-$19.6K	0.02%	300
2022 Q2	$674K	Sell	14,905 -25	-0.2%	-$1.23K	0.02%	257
2022 Q1	$801K	Buy	14,930 +10,405	+230%	+$554K	0.02%	265
2021 Q4	$256K	Buy	4,525 +270	+6%	+$15K	0.01%	331
2021 Q3	$224K	Buy	4,255 +2,315	+119%	+$125K	0.01%	342
2021 Q2	$104K	Buy	1,940 +1,500	+341%	+$81K	﹤0.01%	394
2021 Q1	$23K	Buy	440 +115	+35%	+$5.74K	﹤0.01%	426
2020 Q4	$14K	Sell	325 -3,000	-90%	-$126K	﹤0.01%	405
2020 Q3	$123K	Buy	3,325 +1,500	+82%	+$56.1K	0.01%	317
2020 Q2	$64K	Buy	1,825 +195	+12%	+$6.48K	﹤0.01%	313
2020 Q1	$46K	Sell	1,630 -5	-0.3%	-$186	﹤0.01%	315
2019 Q4	$67K	Buy	+1,635	New	+$64.8K	﹤0.01%	381

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aptus Capital Advisors's IJH Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q2 2026, buying an estimated $355K and bringing the position to 106,058 shares worth $8.18M. The position accounts for 0.06% of the portfolio, ranked #265.

Aptus Capital Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Aptus Capital Advisors held 106,058 shares of iShares Core S&P Mid-Cap ETF worth $8.18M as of Q2 2026.
Aptus Capital Advisors bought 4,833 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $355K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Aptus Capital Advisors's portfolio in Q2 2026, its #265 holding.
Aptus Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.