BFWA
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Benchmark Financial Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Benchmark Financial Wealth 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 		$4.26M Sell
55,196
-543
-1% -$39.8K 1.05% 28
2026
Q1 		$3.76M Sell
55,739
-2,002
-3% -$139K 1.04% 28
2025
Q4 		$3.81M Buy
57,741
+489
+0.9% +$32K 1.09% 27
2025
Q3 		$3.74M Sell
57,252
-69
-0.1% -$4.43K 1.12% 25
2025
Q2 		$3.56M Buy
57,321
+332
+0.6% +$19.5K 1.18% 23
2025
Q1 		$3.33M Sell
56,989
-11,293
-17% -$701K 1.26% 22
2024
Q4 		$4.25M Sell
68,282
-696
-1% -$44.6K 1.36% 19
2024
Q3 		$4.3M Sell
68,978
-2,425
-3% -$146K 1.43% 18
2024
Q2 		$4.18M Sell
71,403
-2,104
-3% -$124K 1.55% 17
2024
Q1 		$4.46M Sell
73,507
-6,323
-8% -$358K 1.71% 16
2023
Q4 		$4.43M Buy
79,830
+1,965
+3% +$99.7K 1.91% 14
2023
Q3 		$3.88M Buy
77,865
+250
+0.3% +$13.1K 1.83% 12
2023
Q2 		$4.06M Sell
77,615
-2,260
-3% -$112K 1.88% 13
2023
Q1 		$4M Sell
79,875
-2,635
-3% -$134K 2.05% 13
2022
Q4 		$3.99M Buy
82,510
+6,120
+8% +$296K 2.17% 15
2022
Q3 		$3.35M Buy
76,390
+3,420
+5% +$165K 1.97% 16
2022
Q2 		$3.3M Sell
72,970
-315
-0.4% -$15.6K 1.69% 19
2022
Q1 		$3.93M Sell
73,285
-1,485
-2% -$79.1K 1.67% 18
2021
Q4 		$4.23M Sell
74,770
-2,945
-4% -$164K 1.77% 16
2021
Q3 		$4.09M Buy
77,715
+600
+0.8% +$32.3K 1.94% 16
2021
Q2 		$4.14M Buy
77,115
+940
+1% +$50.8K 1.98% 15
2021
Q1 		$3.96M Sell
76,175
-9,610
-11% -$480K 2.16% 15
2020
Q4 		$3.94M Sell
85,785
-2,385
-3% -$100K 2.17% 15
2020
Q3 		$3.27M Sell
88,170
-5,840
-6% -$218K 2.11% 15
2020
Q2 		$3.34M Sell
94,010
-101,920
-52% -$3.38M 2.46% 15
2020
Q1 		$5.64M Buy
195,930
+9,495
+5% +$353K 5.67% 5
2019
Q4 		$7.67M Buy
186,435
+19,260
+12% +$763K 6.35% 5
2019
Q3 		$6.46M Buy
167,175
+13,895
+9% +$534K 6.33% 5
2019
Q2 		$5.96M Buy
153,280
+21,805
+17% +$836K 5.81% 5
2019
Q1 		$4.98M Buy
131,475
+20,310
+18% +$750K 5.2% 5
2018
Q4 		$3.69M Buy
111,165
+14,365
+15% +$524K 4.58% 6
2018
Q3 		$3.9M Buy
+96,800
New +$3.89M 4.84% 6

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

Benchmark Financial Wealth Advisors's IJH Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.97% in Q2 2026, selling an estimated $39.8K and leaving 55,196 shares worth $4.26M. The position accounts for 1.05% of the portfolio, ranked #28.

Benchmark Financial Wealth Advisors first reported a position in IJH in Q3 2018 and has held it in 32 quarters since. The position peaked at $7.67M in Q4 2019. 908 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 55,196 shares of iShares Core S&P Mid-Cap ETF worth $4.26M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 543 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $39.8K.
  • iShares Core S&P Mid-Cap ETF made up 1.05% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • Benchmark Financial Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $7.67M in Q4 2019.
  • 908 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.