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

Atlas Capital 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	$111K	Buy	1,438 +123	+9%	+$9.03K	0.01%	580
2026 Q1	$88.8K	Buy	1,315 +380	+41%	+$26.4K	0.01%	554
2025 Q4	$61.7K	Buy	+935	New	+$61.2K	0.01%	594
2025 Q2	$58K	Hold	935	–	–	0.01%	606
2025 Q1	$54.6K	Hold	935	–	–	0.01%	622
2024 Q4	$58.3K	Hold	935	–	–	0.01%	584
2024 Q3	$58.3K	Hold	935	–	–	0.01%	561
2024 Q2	$54.7K	Hold	935	–	–	0.01%	578
2024 Q1	$56.8K	Hold	935	–	–	0.01%	555
2023 Q4	$51.8K	Hold	935	–	–	0.01%	587
2023 Q3	$46.6K	Hold	935	–	–	0.01%	547
2023 Q2	$48.9K	Hold	935	–	–	0.01%	574
2023 Q1	$46.8K	Hold	935	–	–	0.01%	577
2022 Q4	$45.2K	Hold	935	–	–	0.01%	553
2022 Q3	$41K	Hold	935	–	–	0.01%	559
2022 Q2	$42.3K	Hold	935	–	–	0.01%	587
2022 Q1	$50.2K	Sell	935 -8,500	-90%	-$453K	0.01%	546
2021 Q4	$534K	Hold	9,435	–	–	0.08%	202
2021 Q3	$496K	Buy	9,435 +3,845	+69%	+$207K	0.08%	207
2021 Q2	$300K	Buy	+5,590	New	+$302K	0.05%	295

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

Atlas Capital Advisors's IJH Position: Q2 2026 in Review

Atlas Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.4% in Q2 2026, buying an estimated $9.03K and bringing the position to 1,438 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #580.

Atlas Capital Advisors first reported a position in IJH in Q2 2021 and has held it in 20 quarters since. The position peaked at $534K in Q4 2021. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Atlas Capital Advisors held 1,438 shares of iShares Core S&P Mid-Cap ETF worth $111K as of Q2 2026.
Atlas Capital Advisors bought 123 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.03K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #580 holding.
Atlas Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
Atlas Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $534K in Q4 2021.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.