AIA
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Arcadia Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Arcadia Investment 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 		$2.45M Sell
31,756
-785
-2% -$57.6K 1.03% 26
2026
Q1 		$2.2M Sell
32,541
-679
-2% -$47.1K 1.04% 25
2025
Q4 		$2.19M Sell
33,220
-775
-2% -$50.8K 1.02% 26
2025
Q3 		$2.22M Sell
33,995
-230
-0.7% -$14.8K 1.08% 26
2025
Q2 		$2.12M Sell
34,225
-64
-0.2% -$3.76K 1.1% 23
2025
Q1 		$2M Sell
34,289
-381
-1% -$23.7K 1.12% 22
2024
Q4 		$2.16M Sell
34,670
-179
-0.5% -$11.5K 1.18% 21
2024
Q3 		$2.17M Sell
34,849
-606
-2% -$36.5K 1.16% 22
2024
Q2 		$2.07M Sell
35,455
-132
-0.4% -$7.75K 1.18% 22
2024
Q1 		$2.16M Sell
35,587
-1,178
-3% -$66.7K 1.23% 21
2023
Q4 		$2.04M Sell
36,765
-205
-0.6% -$10.4K 1.23% 21
2023
Q3 		$1.84M Sell
36,970
-20
-0.1% -$1.05K 1.22% 22
2023
Q2 		$1.93M Sell
36,990
-70
-0.2% -$3.48K 1.27% 20
2023
Q1 		$1.85M Sell
37,060
-6,560
-15% -$334K 1.28% 21
2022
Q4 		$2.11M Sell
43,620
-2,020
-4% -$97.6K 1.47% 19
2022
Q3 		$2M Buy
45,640
+595
+1% +$28.8K 1.51% 19
2022
Q2 		$2.04M Sell
45,045
-120
-0.3% -$5.92K 1.5% 19
2022
Q1 		$2.42M Sell
45,165
-175
-0.4% -$9.32K 1.47% 19
2021
Q4 		$2.57M Sell
45,340
-235
-0.5% -$13.1K 1.31% 19
2021
Q3 		$2.4M Sell
45,575
-35
-0.1% -$1.88K 1.29% 21
2021
Q2 		$2.45M Sell
45,610
-360
-0.8% -$19.4K 1.31% 20
2021
Q1 		$2.39M Sell
45,970
-1,195
-3% -$59.7K 1.31% 19
2020
Q4 		$2.17M Sell
47,165
-525
-1% -$22.1K 1.24% 20
2020
Q3 		$1.77M Sell
47,690
-260
-0.5% -$9.72K 1.13% 21
2020
Q2 		$1.71M Sell
47,950
-1,155
-2% -$38.4K 1.16% 20
2020
Q1 		$1.41M Sell
49,105
-1,825
-4% -$67.9K 1.12% 20
2019
Q4 		$2.1M Sell
50,930
-830
-2% -$32.9K 1.38% 20
2019
Q3 		$2M Sell
51,760
-545
-1% -$20.9K 1.35% 18
2019
Q2 		$2.03M Sell
52,305
-1,380
-3% -$52.9K 1.38% 18
2019
Q1 		$2.03M Sell
53,685
-825
-2% -$30.5K 1.53% 16
2018
Q4 		$1.81M Sell
54,510
-340
-0.6% -$12.4K 1.59% 15
2018
Q3 		$2.21M Sell
54,850
-785
-1% -$31.6K 1.72% 14
2018
Q2 		$2.17M Sell
55,635
-1,255
-2% -$48.5K 1.72% 15
2018
Q1 		$2.13M Sell
56,890
-4,920
-8% -$188K 1.83% 15
2017
Q4 		$2.35M Buy
+61,810
New +$2.29M 2% 14

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
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Arcadia Investment Advisors's IJH Position: Q2 2026 in Review

Arcadia Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2026, selling an estimated $57.6K and leaving 31,756 shares worth $2.45M. The position accounts for 1.03% of the portfolio, ranked #26.

Arcadia Investment Advisors first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.57M in Q4 2021. 920 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Arcadia Investment Advisors held 31,756 shares of iShares Core S&P Mid-Cap ETF worth $2.45M as of Q2 2026.
  • Arcadia Investment Advisors sold 785 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $57.6K.
  • iShares Core S&P Mid-Cap ETF made up 1.03% of Arcadia Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Arcadia Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Arcadia Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.57M in Q4 2021.
  • 920 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.