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

Aspen Investment 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	$952K	Buy	12,351 +1,537	+14%	+$113K	0.26%	99
2026 Q1	$730K	Buy	10,814 +980	+10%	+$68K	0.22%	102
2025 Q4	$649K	Sell	9,834 -137	-1%	-$8.97K	0.2%	109
2025 Q3	$651K	Buy	9,971 +972	+11%	+$62.5K	0.25%	96
2025 Q2	$558K	Buy	8,999 +3,524	+64%	+$207K	0.23%	99
2025 Q1	$319K	Buy	5,475 +1,004	+22%	+$62.3K	0.15%	123
2024 Q4	$279K	Buy	4,471 +6	+0.1%	+$385	0.13%	128
2024 Q3	$278K	Buy	4,465 +37	+0.8%	+$2.23K	0.13%	133
2024 Q2	$259K	Buy	4,428 +427	+11%	+$25.1K	0.13%	130
2024 Q1	$243K	Buy	+4,001	New	+$227K	0.12%	142
2022 Q1	–	Sell	-8,960	Closed	-$507K	–	149
2021 Q4	$507K	Buy	+8,960	New	+$499K	0.25%	104
2014 Q2	–	Sell	-11,215	Closed	-$308K	–	138
2014 Q1	$308K	Hold	11,215	–	–	0.2%	101
2013 Q4	$300K	Hold	11,215	–	–	0.2%	102
2013 Q3	$278K	Hold	11,215	–	–	0.2%	98
2013 Q2	$259K	Buy	+11,215	New	+$260K	0.18%	97

Other funds holding IJH

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Aspen Investment Management's IJH Position: Q2 2026 in Review

Aspen Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2026, buying an estimated $113K and bringing the position to 12,351 shares worth $952K. The position accounts for 0.26% of the portfolio, ranked #99.

Aspen Investment Management first reported a position in IJH in Q2 2013 and has held it in 15 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Aspen Investment Management held 12,351 shares of iShares Core S&P Mid-Cap ETF worth $952K as of Q2 2026.
Aspen Investment Management bought 1,537 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $113K.
iShares Core S&P Mid-Cap ETF made up 0.26% of Aspen Investment Management's portfolio in Q2 2026, its #99 holding.
Aspen Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 15 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.