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

Avestar Capital’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	$524K	Buy	+6,799	New	+$499K	0.03%	368
2020 Q1	–	Sell	-9,420	Closed	-$387K	–	180
2019 Q4	$387K	Buy	9,420 +130	+1%	+$5.15K	0.22%	96
2019 Q3	$359K	Buy	9,290 +1,500	+19%	+$57.6K	0.22%	91
2019 Q2	$298K	Hold	7,790	–	–	0.19%	77
2019 Q1	$290K	Buy	7,790 +10	+0.1%	+$369	0.19%	74
2018 Q4	$256K	Buy	7,780 +4,840	+165%	+$177K	0.17%	82
2018 Q3	$117K	Hold	2,940	–	–	0.07%	179
2018 Q2	$112K	Buy	2,940 +25	+0.9%	+$966	0.07%	188
2018 Q1	$108K	Hold	2,915	–	–	0.07%	164
2017 Q4	$108K	Buy	+2,915	New	+$108K	0.08%	145

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

Avestar Capital's IJH Position: Q2 2026 in Review

Avestar Capital opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 6,799 shares worth $524K. The stake represents 0.03% of the portfolio and ranks #368 among its holdings. This is a return to the name: Avestar Capital previously reported a position in IJH as recently as Q4 2019.

Avestar Capital first reported a position in IJH in Q4 2017 and has held it in 10 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Avestar Capital held 6,799 shares of iShares Core S&P Mid-Cap ETF worth $524K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Avestar Capital position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #368 holding.
Avestar Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 10 quarters since.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.