Aull & Monroe Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Aull & Monroe Investment Management’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	$260K	Hold	3,375	–	–	0.11%	115
2026 Q1	$228K	Hold	3,375	–	–	0.11%	119
2025 Q4	$223K	Hold	3,375	–	–	0.11%	114
2025 Q3	$220K	Hold	3,375	–	–	0.11%	118
2025 Q2	$209K	Buy	+3,375	New	+$198K	0.11%	121
2025 Q1	–	Sell	-3,500	Closed	-$218K	–	123
2024 Q4	$218K	Hold	3,500	–	–	0.11%	118
2024 Q3	$218K	Hold	3,500	–	–	0.1%	124
2024 Q2	$205K	Hold	3,500	–	–	0.1%	125
2024 Q1	$213K	Buy	+3,500	New	+$198K	0.1%	125
2017 Q2	–	Sell	-5,875	Closed	-$202K	–	129
2017 Q1	$202K	Buy	+5,875	New	+$200K	0.11%	133
2016 Q4	–	Sell	-8,375	Closed	-$259K	–	128
2016 Q3	$259K	Hold	8,375	–	–	0.15%	111
2016 Q2	$251K	Hold	8,375	–	–	0.14%	109
2016 Q1	$242K	Hold	8,375	–	–	0.15%	109
2015 Q4	$233K	Hold	8,375	–	–	0.14%	109
2015 Q3	$228K	Hold	8,375	–	–	0.15%	109
2015 Q2	$252K	Hold	8,375	–	–	0.15%	107
2015 Q1	$254K	Hold	8,375	–	–	0.14%	107
2014 Q4	$242K	Buy	8,375 +375	+5%	+$10.5K	0.13%	112
2014 Q3	$218K	Hold	8,000	–	–	0.12%	108
2014 Q2	$229K	Buy	8,000 +125	+2%	+$3.43K	0.12%	109
2014 Q1	$217K	Hold	7,875	–	–	0.12%	109
2013 Q4	$210K	Buy	+7,875	New	+$203K	0.12%	107

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Aull & Monroe Investment Management's IJH Position: Q2 2026 in Review

Aull & Monroe Investment Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,375 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #115.

Aull & Monroe Investment Management first reported a position in IJH in Q4 2013 and has held it in 22 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Aull & Monroe Investment Management held 3,375 shares of iShares Core S&P Mid-Cap ETF worth $260K as of Q2 2026.
Aull & Monroe Investment Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.11% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #115 holding.
Aull & Monroe Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 22 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.