ARS Wealth Advisors Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

ARS Wealth Advisors Group’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	$437K	Hold	5,663	–	–	0.03%	150
2026 Q1	$382K	Sell	5,663 -100	-2%	-$6.94K	0.03%	141
2025 Q4	$380K	Buy	5,763 +13	+0.2%	+$852	0.03%	128
2025 Q3	$375K	Sell	5,750 -200	-3%	-$12.9K	0.04%	126
2025 Q2	$369K	Sell	5,950 -66	-1%	-$3.87K	0.04%	120
2025 Q1	$351K	Buy	6,016 +170	+3%	+$10.6K	0.05%	108
2024 Q4	$364K	Buy	5,846 +1	+0%	+$64	0.05%	106
2024 Q3	$364K	Hold	5,845	–	–	0.04%	118
2024 Q2	$342K	Hold	5,845	–	–	0.04%	114
2024 Q1	$355K	Buy	5,845 +90	+2%	+$5.09K	0.05%	117
2023 Q4	$319K	Buy	5,755 +40	+0.7%	+$2.03K	0.05%	115
2023 Q3	$285K	Buy	+5,715	New	+$299K	0.05%	116
2023 Q2	–	Sell	-5,305	Closed	-$265K	–	147
2023 Q1	$265K	Hold	5,305	–	–	0.05%	106
2022 Q4	$257K	Sell	5,305 -2,015	-28%	-$97.3K	0.04%	115
2022 Q3	$321K	Hold	7,320	–	–	0.05%	112
2022 Q2	$331K	Buy	7,320 +1,450	+25%	+$71.6K	0.05%	124
2022 Q1	$315K	Buy	5,870 +125	+2%	+$6.66K	0.05%	99
2021 Q4	$325K	Hold	5,745	–	–	0.05%	102
2021 Q3	$302K	Buy	+5,745	New	+$309K	0.05%	106

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ARS Wealth Advisors Group's IJH Position: Q2 2026 in Review

ARS Wealth Advisors Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,663 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #150.

ARS Wealth Advisors Group first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. 1,281 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

ARS Wealth Advisors Group held 5,663 shares of iShares Core S&P Mid-Cap ETF worth $437K as of Q2 2026.
ARS Wealth Advisors Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #150 holding.
ARS Wealth Advisors Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
1,281 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.