Asset Allocation Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Asset Allocation Strategies’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	$10.8M	Sell	139,849 -33,680	-19%	-$2.47M	1.66%	19
2026 Q1	$11.7M	Sell	173,529 -11,512	-6%	-$799K	2.08%	16
2025 Q4	$12.2M	Buy	185,041 +43,194	+30%	+$2.83M	2.26%	16
2025 Q3	$9.26M	Sell	141,847 -27,504	-16%	-$1.77M	1.83%	18
2025 Q2	$10.5M	Buy	169,351 +22,963	+16%	+$1.35M	2.32%	14
2025 Q1	$8.54M	Sell	146,388 -7,961	-5%	-$494K	2.13%	17
2024 Q4	$9.78M	Buy	154,349 +11,252	+8%	+$722K	2.35%	17
2024 Q3	$8.92M	Buy	143,097 +12,219	+9%	+$737K	2.54%	11
2024 Q2	$7.66M	Buy	130,878 +9,056	+7%	+$532K	2.58%	15
2024 Q1	$7.4M	Buy	121,822 +9,152	+8%	+$518K	2.61%	14
2023 Q4	$6.25M	Buy	112,670 +34,660	+44%	+$1.76M	2.44%	16
2023 Q3	$3.89M	Buy	78,010 +7,575	+11%	+$397K	1.79%	20
2023 Q2	$3.68M	Buy	+70,435	New	+$3.5M	1.74%	21
2023 Q1	–	Sell	-18,290	Closed	-$885K	–	39
2022 Q4	$885K	Buy	+18,290	New	+$884K	0.6%	34

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

Asset Allocation Strategies's IJH Position: Q2 2026 in Review

Asset Allocation Strategies reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q2 2026, selling an estimated $2.47M and leaving 139,849 shares worth $10.8M. The position accounts for 1.66% of the portfolio, ranked #19.

Asset Allocation Strategies first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.2M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Asset Allocation Strategies held 139,849 shares of iShares Core S&P Mid-Cap ETF worth $10.8M as of Q2 2026.
Asset Allocation Strategies sold 33,680 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.47M.
iShares Core S&P Mid-Cap ETF made up 1.66% of Asset Allocation Strategies's portfolio in Q2 2026, its #19 holding.
Asset Allocation Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Asset Allocation Strategies's iShares Core S&P Mid-Cap ETF position peaked at $12.2M in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.