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

Bay Colony 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	$983K	Sell	12,750 -54	-0.4%	-$3.96K	0.11%	163
2026 Q1	$865K	Sell	12,804 -297	-2%	-$20.6K	0.11%	173
2025 Q4	$865K	Sell	13,101 -71	-0.5%	-$4.65K	0.1%	183
2025 Q3	$860K	Sell	13,172 -235	-2%	-$15.1K	0.1%	185
2025 Q2	$832K	Sell	13,407 -37	-0.3%	-$2.17K	0.11%	166
2025 Q1	$783K	Sell	13,444 -661	-5%	-$41K	0.12%	173
2024 Q4	$879K	Sell	14,105 -121	-0.9%	-$7.76K	0.13%	163
2024 Q3	$887K	Buy	14,226 +221	+2%	+$13.3K	0.13%	157
2024 Q2	$820K	Buy	14,005 +152	+1%	+$8.93K	0.14%	152
2024 Q1	$841K	Buy	13,853 +88	+0.6%	+$4.98K	0.15%	148
2023 Q4	$763K	Buy	13,765 +465	+3%	+$23.6K	0.15%	151
2023 Q3	$663K	Sell	13,300 -500	-4%	-$26.2K	0.16%	137
2023 Q2	$722K	Sell	13,800 -990	-7%	-$49.2K	0.17%	126
2023 Q1	$727K	Buy	14,790 +145	+1%	+$7.39K	0.19%	121
2022 Q4	$709K	Buy	14,645 +2,900	+25%	+$140K	0.19%	132
2022 Q3	$515K	Sell	11,745 -490	-4%	-$23.7K	0.15%	149
2022 Q2	$614K	Buy	12,235 +4,515	+58%	+$223K	0.16%	143
2022 Q1	$414K	Sell	7,720 -275	-3%	-$14.6K	0.1%	203
2021 Q4	$453K	Sell	7,995 -30	-0.4%	-$1.67K	0.13%	192
2021 Q3	$422K	Sell	8,025 -775	-9%	-$41.7K	0.14%	190
2021 Q2	$473K	Sell	8,800 -30	-0.3%	-$1.62K	0.16%	180
2021 Q1	$460K	Sell	8,830 -720	-8%	-$36K	0.18%	161
2020 Q4	$439K	Buy	9,550 +1,260	+15%	+$53.1K	0.23%	133
2020 Q3	$307K	Buy	8,290 +285	+4%	+$10.7K	0.19%	161
2020 Q2	$285K	Sell	8,005 -1,030	-11%	-$34.2K	0.21%	141
2020 Q1	$260K	Buy	9,035 +80	+0.9%	+$2.97K	0.24%	128
2019 Q4	$372K	Buy	8,955 +480	+6%	+$19K	0.24%	144
2019 Q3	$327K	Buy	8,475 +5	+0.1%	+$192	0.22%	162
2019 Q2	$329K	Buy	8,470 +1,520	+22%	+$58.3K	0.21%	133
2019 Q1	$262K	Buy	6,950 +180	+3%	+$6.65K	0.17%	159
2018 Q4	$225K	Sell	6,770 -55	-0.8%	-$2.01K	0.19%	137
2018 Q3	$275K	Buy	6,825 +5	+0.1%	+$201	0.21%	140
2018 Q2	$266K	Buy	+6,820	New	+$263K	0.19%	120

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

Bay Colony Advisors's IJH Position: Q2 2026 in Review

Bay Colony Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.42% in Q2 2026, selling an estimated $3.96K and leaving 12,750 shares worth $983K. The position accounts for 0.11% of the portfolio, ranked #163.

Bay Colony Advisors first reported a position in IJH in Q2 2018 and has held it in 33 quarters since. 919 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bay Colony Advisors held 12,750 shares of iShares Core S&P Mid-Cap ETF worth $983K as of Q2 2026.
Bay Colony Advisors sold 54 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.96K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Bay Colony Advisors's portfolio in Q2 2026, its #163 holding.
Bay Colony Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 33 quarters since.
919 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.