Baron Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Baron Financial Group’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	$1.8M	Buy	23,337 +525	+2%	+$38.5K	0.86%	31
2026 Q1	$1.54M	Sell	22,812 -669	-3%	-$46.4K	0.83%	31
2025 Q4	$1.55M	Sell	23,481 -1,151	-5%	-$75.4K	0.83%	32
2025 Q3	$1.61M	Sell	24,632 -210	-0.8%	-$13.5K	0.88%	32
2025 Q2	$1.54M	Sell	24,842 -520	-2%	-$30.5K	0.9%	31
2025 Q1	$1.48M	Sell	25,362 -403	-2%	-$25K	0.93%	31
2024 Q4	$1.61M	Sell	25,765 -690	-3%	-$44.3K	1%	30
2024 Q3	$1.65M	Sell	26,455 -1,170	-4%	-$70.6K	1.01%	30
2024 Q2	$1.62M	Sell	27,625 -585	-2%	-$34.4K	1.03%	30
2024 Q1	$1.71M	Buy	28,210 +345	+1%	+$19.5K	1.06%	28
2023 Q4	$1.54M	Buy	27,865 +875	+3%	+$44.4K	0.99%	31
2023 Q3	$1.35M	Buy	26,990 +75	+0.3%	+$3.93K	0.87%	32
2023 Q2	$1.41M	Buy	26,915 +45	+0.2%	+$2.24K	0.87%	32
2023 Q1	$1.34M	Sell	26,870 -450	-2%	-$22.9K	0.85%	31
2022 Q4	$1.32M	Sell	27,320 -625	-2%	-$30.2K	0.88%	31
2022 Q3	$1.23M	Sell	27,945 -500	-2%	-$24.2K	0.83%	35
2022 Q2	$1.29M	Sell	28,445 -2,500	-8%	-$123K	0.85%	28
2022 Q1	$1.66M	Sell	30,945 -150	-0.5%	-$7.99K	0.96%	27
2021 Q4	$1.76M	Buy	31,095 +475	+2%	+$26.4K	1%	27
2021 Q3	$1.61M	Buy	30,620 +600	+2%	+$32.3K	0.98%	27
2021 Q2	$1.61M	Buy	30,020 +350	+1%	+$18.9K	1%	27
2021 Q1	$1.54M	Sell	29,670 -675	-2%	-$33.7K	1.06%	27
2020 Q4	$1.39M	Sell	30,345 -2,375	-7%	-$100K	1.11%	23
2020 Q3	$1.21M	Buy	+32,720	New	+$1.22M	1.14%	22

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Baron Financial Group's IJH Position: Q2 2026 in Review

Baron Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q2 2026, buying an estimated $38.5K and bringing the position to 23,337 shares worth $1.8M. The position accounts for 0.86% of the portfolio, ranked #31.

Baron Financial Group first reported a position in IJH in Q3 2020 and has held it in 24 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Baron Financial Group held 23,337 shares of iShares Core S&P Mid-Cap ETF worth $1.8M as of Q2 2026.
Baron Financial Group bought 525 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $38.5K.
iShares Core S&P Mid-Cap ETF made up 0.86% of Baron Financial Group's portfolio in Q2 2026, its #31 holding.
Baron Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.