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Ballast Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ballast Inc’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 		$735K Sell
9,535
-80
-0.8% -$5.87K 0.14% 79
2026
Q1 		$649K Sell
9,615
-22
-0.2% -$1.53K 0.15% 75
2025
Q4 		$636K Sell
9,637
-211
-2% -$13.8K 0.15% 77
2025
Q3 		$643K Hold
9,848
– – 0.16% 76
2025
Q2 		$611K Sell
9,848
-275
-3% -$16.1K 0.16% 74
2025
Q1 		$591K Hold
10,123
– – 0.17% 77
2024
Q4 		$631K Sell
10,123
-70
-0.7% -$4.49K 0.18% 75
2024
Q3 		$635K Buy
10,193
+567
+6% +$34.2K 0.18% 74
2024
Q2 		$563K Buy
9,626
+56
+0.6% +$3.29K 0.17% 76
2024
Q1 		$581K Sell
9,570
-75
-0.8% -$4.25K 0.18% 75
2023
Q4 		$535K Sell
9,645
-2,255
-19% -$114K 0.18% 70
2023
Q3 		$593K Sell
11,900
-595
-5% -$31.2K 0.24% 66
2023
Q2 		$653K Buy
12,495
+45
+0.4% +$2.24K 0.25% 65
2023
Q1 		$623K Hold
12,450
– – 0.26% 65
2022
Q4 		$602K Sell
12,450
-1,620
-12% -$78.3K 0.26% 67
2022
Q3 		$616K Hold
14,070
– – 0.3% 58
2022
Q2 		$636K Sell
14,070
-625
-4% -$30.9K 0.3% 61
2022
Q1 		$788K Buy
14,695
+2,015
+16% +$107K 0.3% 62
2021
Q4 		$717K Sell
12,680
-695
-5% -$38.7K 0.28% 58
2021
Q3 		$703K Sell
13,375
-100
-0.7% -$5.38K 0.3% 51
2021
Q2 		$724K Hold
13,475
– – 0.31% 52
2021
Q1 		$701K Sell
13,475
-305
-2% -$15.2K 0.34% 41
2020
Q4 		$633K Sell
13,780
-190
-1% -$8.01K 0.32% 37
2020
Q3 		$517K Sell
13,970
-10
-0.1% -$374 0.3% 56
2020
Q2 		$497K Sell
13,980
-340
-2% -$11.3K 0.31% 57
2020
Q1 		$412K Sell
14,320
-290
-2% -$10.8K 0.29% 58
2019
Q4 		$601K Sell
14,610
-15
-0.1% -$594 0.33% 51
2019
Q3 		$565K Hold
14,625
– – 0.35% 52
2019
Q2 		$568K Sell
14,625
-45
-0.3% -$1.73K 0.35% 50
2019
Q1 		$555K Sell
14,670
-230
-2% -$8.49K 0.36% 52
2018
Q4 		$495K Buy
14,900
+370
+3% +$13.5K 0.38% 47
2018
Q3 		$587K Hold
14,530
– – 0.4% 41
2018
Q2 		$568K Hold
14,530
– – 0.44% 39
2018
Q1 		$545K Buy
14,530
+885
+6% +$33.9K 0.43% 40
2017
Q4 		$518K Buy
+13,645
New +$505K 0.44% 41

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Ballast Inc's IJH Position: Q2 2026 in Review

Ballast Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.83% in Q2 2026, selling an estimated $5.87K and leaving 9,535 shares worth $735K. The position accounts for 0.14% of the portfolio, ranked #79.

Ballast Inc first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. The position peaked at $788K in Q1 2022. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Ballast Inc held 9,535 shares of iShares Core S&P Mid-Cap ETF worth $735K as of Q2 2026.
  • Ballast Inc sold 80 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.87K.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of Ballast Inc's portfolio in Q2 2026, its #79 holding.
  • Ballast Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Ballast Inc's iShares Core S&P Mid-Cap ETF position peaked at $788K in Q1 2022.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.