AFG
IJH icon

Atomi Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Atomi Financial Group’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 		$2.07M Sell
26,879
-309
-1% -$22.7K 0.05% 257
2026
Q1 		$1.84M Buy
27,188
+4,165
+18% +$289K 0.06% 266
2025
Q4 		$1.52M Buy
23,023
+280
+1% +$18.3K 0.04% 290
2025
Q3 		$1.48M Buy
22,743
+50
+0.2% +$3.21K 0.05% 261
2025
Q2 		$1.41M Buy
22,693
+226
+1% +$13.3K 0.05% 253
2025
Q1 		$1.31M Sell
22,467
-1,838
-8% -$114K 0.06% 234
2024
Q4 		$1.51M Buy
24,305
+6,276
+35% +$403K 0.08% 188
2024
Q3 		$1.12M Buy
18,029
+3,235
+22% +$195K 0.07% 220
2024
Q2 		$866K Buy
14,794
+1,541
+12% +$90.5K 0.06% 243
2024
Q1 		$805K Sell
13,253
-152
-1% -$8.61K 0.07% 223
2023
Q4 		$743K Sell
13,405
-565
-4% -$28.7K 0.1% 181
2023
Q3 		$697K Buy
+13,970
New +$732K 0.23% 114

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atomi Financial Group's IJH Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q2 2026, selling an estimated $22.7K and leaving 26,879 shares worth $2.07M. The position accounts for 0.05% of the portfolio, ranked #257.

Atomi Financial Group first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Atomi Financial Group held 26,879 shares of iShares Core S&P Mid-Cap ETF worth $2.07M as of Q2 2026.
  • Atomi Financial Group sold 309 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $22.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #257 holding.
  • Atomi Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.