B. Riley Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

B. Riley Wealth Advisors’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	$3.3M	Sell	43,070 -5,085	-11%	-$373K	0.18%	124
2026 Q1	$3.16M	Sell	48,155 -22,321	-32%	-$1.55M	0.2%	119
2025 Q4	$4.65M	Sell	70,476 -5,953	-8%	-$390K	0.21%	100
2025 Q3	$4.99M	Sell	76,429 -5,865	-7%	-$377K	0.23%	87
2025 Q2	$5.1M	Buy	+82,294	New	+$4.83M	0.24%	90
2024 Q4	$5.54M	Sell	88,914 -6,112	-6%	-$392K	0.18%	125
2024 Q3	$5.89M	Sell	95,026 -8,444	-8%	-$509K	0.16%	137
2024 Q2	$6.06M	Buy	103,470 +71,243	+221%	+$4.19M	0.15%	134
2024 Q1	$8.07M	Sell	32,227 -69,868	-68%	-$3.96M	0.22%	98
2023 Q4	$5.66M	Sell	102,095 -59,040	-37%	-$2.99M	0.15%	153
2023 Q3	$8.07M	Buy	161,135 +49,080	+44%	+$2.57M	0.22%	98
2023 Q2	$5.86M	Sell	112,055 -2,330	-2%	-$116K	0.13%	163
2023 Q1	$5.72M	Sell	114,385 -14,130	-11%	-$720K	0.15%	152
2022 Q4	$6.22M	Buy	128,515 +23,675	+23%	+$1.14M	0.17%	139
2022 Q3	$4.6M	Buy	104,840 +32,035	+44%	+$1.55M	0.14%	165
2022 Q2	$3.29M	Sell	72,805 -530	-0.7%	-$26.2K	0.14%	156
2022 Q1	$3.94M	Sell	73,335 -22,675	-24%	-$1.21M	0.13%	170
2021 Q4	$5.44M	Buy	96,010 +1,410	+1%	+$78.5K	0.16%	140
2021 Q3	$4.99M	Buy	94,600 +3,215	+4%	+$173K	0.16%	138
2021 Q2	$4.9M	Sell	91,385 -82,285	-47%	-$4.44M	0.16%	149
2021 Q1	$8.99M	Buy	173,670 +121,905	+235%	+$6.09M	0.32%	62
2020 Q4	$2.38M	Buy	51,765 +880	+2%	+$37.1K	0.13%	177
2020 Q3	$1.86M	Buy	50,885 +14,400	+39%	+$538K	0.1%	208
2020 Q2	$1.3M	Sell	36,485 -4,410	-11%	-$146K	0.09%	231
2020 Q1	$1.18M	Sell	40,895 -53,300	-57%	-$1.98M	0.1%	207
2019 Q4	$3.88M	Buy	94,195 +46,330	+97%	+$1.84M	0.33%	69
2019 Q3	$1.85M	Buy	47,865 +710	+2%	+$27.3K	0.18%	127
2019 Q2	$1.83M	Sell	47,155 -22,490	-32%	-$862K	0.2%	101
2019 Q1	$2.64M	Buy	69,645 +8,025	+13%	+$296K	0.33%	60
2018 Q4	$2.05M	Sell	61,620 -38,310	-38%	-$1.4M	0.29%	76
2018 Q3	$4.03M	Buy	99,930 +43,445	+77%	+$1.75M	0.48%	45
2018 Q2	$2.2M	Buy	56,485 +2,970	+6%	+$115K	0.29%	78
2018 Q1	$2.01M	Sell	53,515 -9,465	-15%	-$362K	0.28%	84
2017 Q4	$2.39M	Buy	62,980 +8,355	+15%	+$309K	0.32%	81
2017 Q3	$1.96M	Buy	54,625 +9,360	+21%	+$326K	0.33%	85
2017 Q2	$1.58M	Sell	45,265 -2,990	-6%	-$103K	0.29%	102
2017 Q1	$1.65M	Sell	48,255 -6,955	-13%	-$237K	0.33%	78
2016 Q4	$1.83M	Sell	55,210 -3,760	-6%	-$119K	0.37%	70
2016 Q3	$1.39M	Sell	58,970 -9,090	-13%	-$281K	0.27%	93
2016 Q2	$1.42M	Sell	68,060 -5,355	-7%	-$157K	0.28%	85
2016 Q1	$1.38M	Buy	73,415 +20,070	+38%	+$536K	0.32%	74
2015 Q4	$1.49M	Buy	53,345 +11,885	+29%	+$340K	0.3%	83
2015 Q3	$1.13M	Sell	41,460 -53,370	-56%	-$1.55M	0.27%	95
2015 Q2	$2.85M	Buy	94,830 +22,840	+32%	+$697K	0.71%	21
2015 Q1	$2.19M	Sell	71,990 -18,500	-20%	-$547K	0.53%	36
2014 Q4	$5.01K	Sell	90,490 -53,225	-37%	-$1.5M	0.11%	245
2014 Q3	$3.93M	Sell	143,715 -63,620	-31%	-$1.79M	1.02%	8
2014 Q2	$3.04M	Buy	207,335 +173,610	+515%	+$4.77M	0.71%	14
2014 Q1	$927K	Sell	33,725 -208,055	-86%	-$5.6M	0.28%	79
2013 Q4	$6.47M	Buy	241,780 +207,725	+610%	+$5.36M	2.07%	2
2013 Q3	$845K	Buy	34,055 +3,025	+10%	+$73.8K	0.29%	80
2013 Q2	$717K	Buy	+31,030	New	+$720K	0.24%	95

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

B. Riley Wealth Advisors's IJH Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, selling an estimated $373K and leaving 43,070 shares worth $3.3M. The position accounts for 0.18% of the portfolio, ranked #124.

B. Riley Wealth Advisors first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.99M in Q1 2021. 1,055 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

B. Riley Wealth Advisors held 43,070 shares of iShares Core S&P Mid-Cap ETF worth $3.3M as of Q2 2026.
B. Riley Wealth Advisors sold 5,085 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $373K.
iShares Core S&P Mid-Cap ETF made up 0.18% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #124 holding.
B. Riley Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $8.99M in Q1 2021.
1,055 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.