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

ARS Investment 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	$540K	Hold	7,000	–	–	0.02%	126
2026 Q1	$473K	Hold	7,000	–	–	0.02%	119
2025 Q4	$462K	Sell	7,000 -1,863	-21%	-$122K	0.03%	125
2025 Q3	$578K	Hold	8,863	–	–	0.04%	109
2025 Q2	$550K	Hold	8,863	–	–	0.04%	112
2025 Q1	$552K	Hold	8,863	–	–	0.05%	106
2024 Q4	$552K	Hold	8,863	–	–	0.05%	106
2024 Q3	$552K	Buy	8,863 +1,863	+27%	+$112K	0.05%	107
2024 Q2	$410K	Hold	7,000	–	–	0.04%	111
2024 Q1	$425K	Hold	7,000	–	–	0.04%	105
2023 Q4	$388K	Hold	7,000	–	–	0.04%	116
2023 Q3	$349K	Sell	7,000 -2,195	-24%	-$115K	0.04%	112
2023 Q2	$481K	Sell	9,195 -825	-8%	-$41K	0.06%	102
2023 Q1	$501K	Buy	10,020 +3,020	+43%	+$154K	0.06%	103
2022 Q4	$339K	Hold	7,000	–	–	0.05%	107
2022 Q3	$307K	Hold	7,000	–	–	0.04%	123
2022 Q2	$317K	Hold	7,000	–	–	0.04%	116
2022 Q1	$376K	Hold	7,000	–	–	0.04%	115
2021 Q4	$396K	Hold	7,000	–	–	0.04%	119
2021 Q3	$368K	Hold	7,000	–	–	0.04%	119
2021 Q2	$376K	Buy	+7,000	New	+$378K	0.04%	110

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

ARS Investment Partners's IJH Position: Q2 2026 in Review

ARS Investment Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 7,000 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #126.

ARS Investment Partners first reported a position in IJH in Q2 2021 and has held it in 21 quarters since. The position peaked at $578K in Q3 2025. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

ARS Investment Partners held 7,000 shares of iShares Core S&P Mid-Cap ETF worth $540K as of Q2 2026.
ARS Investment Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of ARS Investment Partners's portfolio in Q2 2026, its #126 holding.
ARS Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
ARS Investment Partners's iShares Core S&P Mid-Cap ETF position peaked at $578K in Q3 2025.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.