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

Bensler’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	$2.79M	Buy	36,185 +279	+0.8%	+$20.5K	0.25%	66
2026 Q1	$2.42M	Sell	35,906 -556	-2%	-$38.6K	0.25%	68
2025 Q4	$2.41M	Buy	36,462 +77	+0.2%	+$5.04K	0.24%	70
2025 Q3	$2.37M	Sell	36,385 -984	-3%	-$63.2K	0.25%	74
2025 Q2	$2.32M	Sell	37,369 -67	-0.2%	-$3.93K	0.26%	75
2025 Q1	$2.18M	Sell	37,436 -2,683	-7%	-$167K	0.27%	73
2024 Q4	$2.5M	Sell	40,119 -170	-0.4%	-$10.9K	0.3%	71
2024 Q3	$2.51M	Buy	40,289 +98	+0.2%	+$5.91K	0.32%	72
2024 Q2	$2.35M	Buy	40,191 +1,277	+3%	+$75K	0.32%	70
2024 Q1	$2.36M	Buy	38,914 +894	+2%	+$50.6K	0.34%	69
2023 Q4	$2.11M	Buy	38,020 +270	+0.7%	+$13.7K	0.35%	70
2023 Q3	$1.88M	Sell	37,750 -300	-0.8%	-$15.7K	0.36%	72
2023 Q2	$1.99M	Sell	38,050 -770	-2%	-$38.3K	0.38%	72
2023 Q1	$1.94M	Sell	38,820 -510	-1%	-$26K	0.39%	77
2022 Q4	$1.9M	Sell	39,330 -935	-2%	-$45.2K	0.42%	71
2022 Q3	$1.77M	Buy	40,265 +495	+1%	+$23.9K	0.42%	71
2022 Q2	$1.8M	Sell	39,770 -28,610	-42%	-$1.41M	0.43%	70
2022 Q1	$3.67M	Buy	68,380 +2,535	+4%	+$135K	0.77%	42
2021 Q4	$3.73M	Buy	+65,845	New	+$3.67M	1.04%	34

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bensler's IJH Position: Q2 2026 in Review

Bensler increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.78% in Q2 2026, buying an estimated $20.5K and bringing the position to 36,185 shares worth $2.79M. The position accounts for 0.25% of the portfolio, ranked #66.

Bensler first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.73M in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bensler held 36,185 shares of iShares Core S&P Mid-Cap ETF worth $2.79M as of Q2 2026.
Bensler bought 279 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
iShares Core S&P Mid-Cap ETF made up 0.25% of Bensler's portfolio in Q2 2026, its #66 holding.
Bensler first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Bensler's iShares Core S&P Mid-Cap ETF position peaked at $3.73M in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.