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

Aviance Capital Partners’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	$1M	Hold	12,993	–	–	0.1%	174
2026 Q1	$877K	Buy	12,993 +3,108	+31%	+$216K	0.1%	165
2025 Q4	$652K	Hold	9,885	–	–	0.08%	214
2025 Q3	$645K	Hold	9,885	–	–	0.08%	211
2025 Q2	$613K	Hold	9,885	–	–	0.08%	202
2025 Q1	$577K	Sell	9,885 -200	-2%	-$12.4K	0.08%	203
2024 Q4	$628K	Hold	10,085	–	–	0.09%	190
2024 Q3	$628K	Hold	10,085	–	–	0.08%	203
2024 Q2	$590K	Hold	10,085	–	–	0.08%	194
2024 Q1	$613K	Sell	10,085 -250	-2%	-$14.2K	0.09%	192
2023 Q4	$573K	Hold	10,335	–	–	0.12%	159
2023 Q3	$515K	Hold	10,335	–	–	0.12%	167
2023 Q2	$540K	Hold	10,335	–	–	0.11%	173
2023 Q1	$517K	Hold	10,335	–	–	0.12%	171
2022 Q4	$500K	Buy	+10,335	New	+$499K	0.12%	176

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

Aviance Capital Partners's IJH Position: Q2 2026 in Review

Aviance Capital Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 12,993 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #174.

Aviance Capital Partners first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Aviance Capital Partners held 12,993 shares of iShares Core S&P Mid-Cap ETF worth $1M as of Q2 2026.
Aviance Capital Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Aviance Capital Partners's portfolio in Q2 2026, its #174 holding.
Aviance Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.