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

Ashford 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	$482K	Hold	6,250	–	–	0.1%	20
2026 Q1	$422K	Hold	6,250	–	–	0.1%	20
2025 Q4	$413K	Sell	6,250 -1,680	-21%	-$110K	0.09%	19
2025 Q3	$518K	Buy	7,930 +3,930	+98%	+$253K	0.11%	17
2025 Q2	$1.76M	Sell	4,000 -2,250	-36%	-$132K	0.41%	10
2025 Q1	$365K	Hold	6,250	–	–	0.09%	18
2024 Q4	$389K	Hold	6,250	–	–	0.09%	15
2024 Q3	$390K	Hold	6,250	–	–	0.09%	15
2024 Q2	$366K	Buy	6,250 +5,000	+400%	+$294K	0.09%	15
2024 Q1	$75.9K	Sell	1,250 -5,000	-80%	-$283K	0.02%	15
2023 Q4	$346K	Hold	6,250	–	–	0.1%	15
2023 Q3	$312K	Hold	6,250	–	–	0.1%	15
2023 Q2	$327K	Hold	6,250	–	–	0.1%	14
2023 Q1	$313K	Hold	6,250	–	–	0.1%	14
2022 Q4	$302K	Sell	6,250 -3,050	-33%	-$147K	0.1%	14
2022 Q3	$408K	Hold	9,300	–	–	0.15%	13
2022 Q2	$421K	Hold	9,300	–	–	0.15%	13
2022 Q1	$499K	Hold	9,300	–	–	0.16%	10
2021 Q4	$527K	Hold	9,300	–	–	0.18%	10
2021 Q3	$489K	Hold	9,300	–	–	0.18%	10
2021 Q2	$500K	Hold	9,300	–	–	0.19%	10
2021 Q1	$484K	Hold	9,300	–	–	0.21%	10
2020 Q4	$427K	Buy	+9,300	New	+$392K	0.26%	7

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

Ashford Advisors's IJH Position: Q2 2026 in Review

Ashford Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 6,250 shares worth $482K. The position accounts for 0.1% of the portfolio, ranked #20.

Ashford Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.76M in Q2 2025. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Ashford Advisors held 6,250 shares of iShares Core S&P Mid-Cap ETF worth $482K as of Q2 2026.
Ashford Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Ashford Advisors's portfolio in Q2 2026, its #20 holding.
Ashford Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Ashford Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.76M in Q2 2025.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ashford Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.