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

Ardent Capital Management’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	$534K	Hold	6,920	–	–	0.22%	30
2026 Q1	$467K	Hold	6,920	–	–	0.2%	35
2025 Q4	$457K	Hold	6,920	–	–	0.18%	38
2025 Q3	$452K	Sell	6,920 -200	-3%	-$12.9K	0.19%	39
2025 Q2	$442K	Hold	7,120	–	–	0.21%	32
2025 Q1	$415K	Hold	7,120	–	–	0.18%	33
2024 Q4	$444K	Hold	7,120	–	–	0.2%	32
2024 Q3	$444K	Hold	7,120	–	–	0.2%	35
2024 Q2	$417K	Sell	7,120 -2,625	-27%	-$154K	0.2%	34
2024 Q1	$592K	Hold	9,745	–	–	0.3%	30
2023 Q4	$540K	Hold	9,745	–	–	0.28%	31
2023 Q3	$486K	Buy	9,745 +3,605	+59%	+$189K	0.27%	31
2023 Q2	$321K	Buy	6,140 +1,675	+38%	+$83.2K	0.2%	24
2023 Q1	$223K	Sell	4,465 -25	-0.6%	-$1.27K	0.16%	28
2022 Q4	$217K	Buy	+4,490	New	+$217K	0.17%	27

Other funds holding IJH

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 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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Ardent Capital Management's IJH Position: Q2 2026 in Review

Ardent Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 6,920 shares worth $534K. The position accounts for 0.22% of the portfolio, ranked #30.

Ardent Capital Management first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $592K in Q1 2024. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Ardent Capital Management held 6,920 shares of iShares Core S&P Mid-Cap ETF worth $534K as of Q2 2026.
Ardent Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.22% of Ardent Capital Management's portfolio in Q2 2026, its #30 holding.
Ardent Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Ardent Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $592K in Q1 2024.
635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ardent Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.