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Astoria Strategic Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Astoria Strategic Wealth’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 		$2.85M Sell
36,942
-66
-0.2% -$4.84K 0.65% 17
2026
Q1 		$2.5M Buy
37,008
+141
+0.4% +$9.78K 0.63% 18
2025
Q4 		$2.43M Buy
36,867
+298
+0.8% +$19.5K 0.61% 18
2025
Q3 		$2.39M Sell
36,569
-200
-0.5% -$12.9K 0.6% 18
2025
Q2 		$2.28M Sell
36,769
-311
-0.8% -$18.3K 0.62% 18
2025
Q1 		$2.16M Buy
37,080
+533
+1% +$33.1K 0.64% 17
2024
Q4 		$2.28M Buy
36,547
+2
+0% +$128 0.68% 16
2024
Q3 		$2.28M Sell
36,545
-1,592
-4% -$96K 0.67% 16
2024
Q2 		$2.23M Sell
38,137
-111
-0.3% -$6.52K 0.69% 15
2024
Q1 		$2.32M Buy
38,248
+68
+0.2% +$3.85K 0.74% 14
2023
Q4 		$2.12M Sell
38,180
-1,865
-5% -$94.6K 0.72% 15
2023
Q3 		$2M Sell
40,045
-610
-2% -$32K 0.75% 15
2023
Q2 		$2.13M Buy
40,655
+150
+0.4% +$7.46K 0.79% 15
2023
Q1 		$2.03M Buy
40,505
+40
+0.1% +$2.04K 0.78% 15
2022
Q4 		$1.96M Buy
40,465
+185
+0.5% +$8.94K 0.82% 17
2022
Q3 		$1.77M Sell
40,280
-23,655
-37% -$1.14M 0.81% 17
2022
Q2 		$2.89M Sell
63,935
-12,555
-16% -$620K 1.27% 15
2022
Q1 		$4.11M Sell
76,490
-415
-0.5% -$22.1K 1.61% 15
2021
Q4 		$4.35M Buy
+76,905
New +$4.28M 1.66% 14
2020
Q1 		– Sell
-11,480
Closed -$471K – 32
2019
Q4 		$471K Buy
+11,480
New +$455K 0.34% 26

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Astoria Strategic Wealth's IJH Position: Q2 2026 in Review

Astoria Strategic Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.18% in Q2 2026, selling an estimated $4.84K and leaving 36,942 shares worth $2.85M. The position accounts for 0.65% of the portfolio, ranked #17.

Astoria Strategic Wealth first reported a position in IJH in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.35M in Q4 2021. 833 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Astoria Strategic Wealth held 36,942 shares of iShares Core S&P Mid-Cap ETF worth $2.85M as of Q2 2026.
  • Astoria Strategic Wealth sold 66 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.84K.
  • iShares Core S&P Mid-Cap ETF made up 0.65% of Astoria Strategic Wealth's portfolio in Q2 2026, its #17 holding.
  • Astoria Strategic Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 20 quarters since.
  • Astoria Strategic Wealth's iShares Core S&P Mid-Cap ETF position peaked at $4.35M in Q4 2021.
  • 833 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.