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Beacon Investment Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Beacon Investment Advisory Services’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 		$781K Sell
10,122
-4,765
-32% -$350K 0.03% 149
2026
Q1 		$1.01M Buy
14,887
+28
+0.2% +$1.94K 0.04% 135
2025
Q4 		$981K Sell
14,859
-1,000
-6% -$65.5K 0.04% 135
2025
Q3 		$1.03M Buy
15,859
+600
+4% +$38.6K 0.04% 133
2025
Q2 		$946K Buy
15,259
+200
+1% +$11.7K 0.04% 134
2025
Q1 		$879K Buy
15,059
+1,794
+14% +$111K 0.04% 137
2024
Q4 		$827K Hold
13,265
– – 0.04% 142
2024
Q3 		$827K Sell
13,265
-380
-3% -$22.9K 0.03% 150
2024
Q2 		$799K Hold
13,645
– – 0.03% 149
2024
Q1 		$829K Buy
13,645
+4,285
+46% +$243K 0.04% 149
2023
Q4 		$519K Hold
9,360
– – 0.02% 178
2023
Q3 		$467K Sell
9,360
-435
-4% -$22.8K 0.02% 195
2023
Q2 		$512K Hold
9,795
– – 0.02% 191
2023
Q1 		$490K Sell
9,795
-760
-7% -$38.7K 0.02% 187
2022
Q4 		$511K Buy
10,555
+380
+4% +$18.4K 0.03% 187
2022
Q3 		$446K Buy
10,175
+760
+8% +$36.7K 0.02% 193
2022
Q2 		$426K Hold
9,415
– – 0.02% 202
2022
Q1 		$506K Sell
9,415
-2,260
-19% -$120K 0.02% 205
2021
Q4 		$661K Sell
11,675
-90
-0.8% -$5.01K 0.03% 193
2021
Q3 		$619K Buy
11,765
+480
+4% +$25.8K 0.03% 193
2021
Q2 		$607K Hold
11,285
– – 0.02% 194
2021
Q1 		$587K Sell
11,285
-560
-5% -$28K 0.03% 188
2020
Q4 		$544K Buy
11,845
+4,060
+52% +$171K 0.03% 181
2020
Q3 		$289K Hold
7,785
– – 0.02% 205
2020
Q2 		$277K Hold
7,785
– – 0.02% 208
2020
Q1 		$224K Sell
7,785
-350
-4% -$13K 0.02% 217
2019
Q4 		$335K Buy
8,135
+350
+4% +$13.9K 0.02% 210
2019
Q3 		$301K Buy
7,785
+1,150
+17% +$44.2K 0.03% 198
2019
Q2 		$258K Hold
6,635
– – 0.03% 205
2019
Q1 		$251K Hold
6,635
– – 0.03% 205
2018
Q4 		$220K Hold
6,635
– – 0.02% 235
2018
Q3 		$267K Hold
6,635
– – 0.03% 229
2018
Q2 		$258K Hold
6,635
– – 0.03% 224
2018
Q1 		$249K Hold
6,635
– – 0.03% 229
2017
Q4 		$252K Sell
6,635
-13,270
-67% -$491K 0.03% 216
2017
Q3 		$712K Buy
+19,905
New +$693K 0.06% 153

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
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

Beacon Investment Advisory Services's IJH Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 32% in Q2 2026, selling an estimated $350K and leaving 10,122 shares worth $781K. The position accounts for 0.03% of the portfolio, ranked #149.

Beacon Investment Advisory Services first reported a position in IJH in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.03M in Q3 2025. 931 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Beacon Investment Advisory Services held 10,122 shares of iShares Core S&P Mid-Cap ETF worth $781K as of Q2 2026.
  • Beacon Investment Advisory Services sold 4,765 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $350K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #149 holding.
  • Beacon Investment Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 36 quarters since.
  • Beacon Investment Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $1.03M in Q3 2025.
  • 931 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.