Atwood & Palmer’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Atwood & Palmer’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	$338K	Hold	4,380	–	–	0.02%	138
2026 Q1	$296K	Sell	4,380 -150	-3%	-$10.4K	0.02%	136
2025 Q4	$299K	Hold	4,530	–	–	0.02%	127
2025 Q3	$296K	Hold	4,530	–	–	0.02%	131
2025 Q2	$281K	Hold	4,530	–	–	0.02%	131
2025 Q1	$264K	Hold	4,530	–	–	0.02%	135
2024 Q4	$282K	Buy	4,530 +290	+7%	+$18.6K	0.02%	132
2024 Q3	$264K	Hold	4,240	–	–	0.02%	134
2024 Q2	$248K	Hold	4,240	–	–	0.02%	135
2024 Q1	$258K	Sell	4,240 -2,415	-36%	-$137K	0.02%	131
2023 Q4	$369K	Buy	6,655 +1,410	+27%	+$71.5K	0.03%	123
2023 Q3	$262K	Hold	5,245	–	–	0.02%	125
2023 Q2	$274K	Buy	5,245 +2,145	+69%	+$107K	0.02%	130
2023 Q1	$155K	Buy	3,100 +1,500	+94%	+$76.4K	0.01%	154
2022 Q4	$77.4K	Hold	1,600	–	–	0.01%	188
2022 Q3	$70K	Buy	1,600 +250	+19%	+$12.1K	0.01%	187
2022 Q2	$61K	Hold	1,350	–	–	0.01%	194
2022 Q1	$72K	Hold	1,350	–	–	0.01%	196
2021 Q4	$76K	Hold	1,350	–	–	0.01%	205
2021 Q3	$71K	Hold	1,350	–	–	0.01%	202
2021 Q2	$73K	Hold	1,350	–	–	0.01%	201
2021 Q1	$70K	Hold	1,350	–	–	0.01%	200
2020 Q4	$62K	Buy	1,350 +1,000	+286%	+$42.1K	0.01%	197
2020 Q3	$13K	Hold	350	–	–	﹤0.01%	256
2020 Q2	$12K	Hold	350	–	–	﹤0.01%	251
2020 Q1	$10K	Hold	350	–	–	﹤0.01%	251
2019 Q4	$14K	Hold	350	–	–	﹤0.01%	235
2019 Q3	$14K	Hold	350	–	–	﹤0.01%	243
2019 Q2	$14K	Sell	350 -190	-35%	-$7.28K	﹤0.01%	239
2019 Q1	$20K	Buy	540 +190	+54%	+$7.02K	﹤0.01%	221
2018 Q4	$12K	Hold	350	–	–	﹤0.01%	242
2018 Q3	$14K	Sell	350 -100	-22%	-$4.02K	﹤0.01%	246
2018 Q2	$18K	Buy	450 +100	+29%	+$3.86K	﹤0.01%	240
2018 Q1	$13K	Buy	+350	New	+$13.4K	﹤0.01%	244
2014 Q4	–	Sell	-2,195	Closed	-$60K	–	394
2014 Q3	$60K	Buy	+2,195	New	+$61.9K	0.01%	194

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Atwood & Palmer's IJH Position: Q2 2026 in Review

Atwood & Palmer held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,380 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #138.

Atwood & Palmer first reported a position in IJH in Q3 2014 and has held it in 35 quarters since. The position peaked at $369K in Q4 2023. 845 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Atwood & Palmer held 4,380 shares of iShares Core S&P Mid-Cap ETF worth $338K as of Q2 2026.
Atwood & Palmer left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #138 holding.
Atwood & Palmer first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 35 quarters since.
Atwood & Palmer's iShares Core S&P Mid-Cap ETF position peaked at $369K in Q4 2023.
845 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.