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Ballew Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ballew 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 		$3.19M Sell
41,899
-16
-0% -$1.17K 1.65% 12
2026
Q1 		$2.96M Sell
41,915
-1,999
-5% -$139K 1.67% 11
2025
Q4 		$3.05M Buy
43,914
+143
+0.3% +$9.37K 1.72% 11
2025
Q3 		$2.85M Buy
43,771
+718
+2% +$46.1K 1.59% 12
2025
Q2 		$2.75M Buy
43,053
+2,012
+5% +$118K 1.63% 12
2025
Q1 		$2.23M Buy
41,041
+1,462
+4% +$90.8K 1.5% 15
2024
Q4 		$2.47M Buy
39,579
+1,427
+4% +$91.5K 1.58% 13
2024
Q3 		$2.38M Buy
38,152
+1,664
+5% +$100K 1.6% 13
2024
Q2 		$2.22M Buy
36,488
+970
+3% +$57K 1.47% 13
2024
Q1 		$2.09M Sell
35,518
-1,757
-5% -$99.5K 1.44% 14
2023
Q4 		$2.01M Buy
37,275
+1,485
+4% +$75.3K 1.51% 13
2023
Q3 		$1.74M Sell
35,790
-755
-2% -$39.6K 1.43% 15
2023
Q2 		$1.94M Hold
36,545
– – 1.4% 15
2023
Q1 		$1.88M Buy
36,545
+1,500
+4% +$76.4K 1.37% 15
2022
Q4 		$1.79M Sell
35,045
-1,895
-5% -$91.6K 1.37% 17
2022
Q3 		$1.66M Buy
36,940
+770
+2% +$37.2K 1.49% 16
2022
Q2 		$1.63M Buy
36,170
+885
+3% +$43.7K 1.49% 15
2022
Q1 		$1.86M Buy
35,285
+6,135
+21% +$327K 1.42% 15
2021
Q4 		$1.62M Buy
29,150
+3,770
+15% +$210K 1.13% 21
2021
Q3 		$1.36M Buy
25,380
+90
+0.4% +$4.84K 1% 24
2021
Q2 		$1.35M Sell
25,290
-25,590
-50% -$1.38M 0.94% 25
2021
Q1 		$2.69M Buy
50,880
+24,365
+92% +$1.22M 0.99% 24
2020
Q4 		$1.28M Sell
26,515
-220
-0.8% -$9.27K 0.99% 25
2020
Q3 		$1.04M Buy
26,735
+125
+0.5% +$4.67K 0.88% 29
2020
Q2 		$936K Buy
26,610
+2,085
+9% +$69.2K 0.92% 24
2020
Q1 		$706K Buy
24,525
+1,445
+6% +$53.7K 0.8% 29
2019
Q4 		$948K Buy
23,080
+435
+2% +$17.2K 0.81% 26
2019
Q3 		$841K Buy
22,645
+6,410
+39% +$246K 0.77% 30
2019
Q2 		$632K Buy
16,235
+1,820
+13% +$69.8K 0.57% 41
2019
Q1 		$570K Buy
14,415
+6,130
+74% +$226K 0.52% 43
2018
Q4 		$307K Buy
8,285
+5,000
+152% +$182K 0.29% 68
2018
Q3 		$118K Buy
3,285
+330
+11% +$13.3K 0.11% 109
2018
Q2 		$115K Buy
2,955
+1,090
+58% +$42.1K 0.13% 107
2018
Q1 		$70K Buy
+1,865
New +$71.3K 0.06% 132

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

Ballew Advisors's IJH Position: Q2 2026 in Review

Ballew Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.04% in Q2 2026, selling an estimated $1.17K and leaving 41,899 shares worth $3.19M. The position accounts for 1.65% of the portfolio, ranked #12.

Ballew Advisors first reported a position in IJH in Q1 2018 and has held it in 34 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Ballew Advisors held 41,899 shares of iShares Core S&P Mid-Cap ETF worth $3.19M as of Q2 2026.
  • Ballew Advisors sold 16 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.17K.
  • iShares Core S&P Mid-Cap ETF made up 1.65% of Ballew Advisors's portfolio in Q2 2026, its #12 holding.
  • Ballew Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.