Bill Few Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bill Few Associates’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	$571K	Sell	7,406 -37	-0.5%	-$2.71K	0.12%	123
2026 Q1	$503K	Sell	7,443 -93	-1%	-$6.45K	0.12%	125
2025 Q4	$497K	Sell	7,536 -45	-0.6%	-$2.95K	0.12%	118
2025 Q3	$495K	Sell	7,581 -980	-11%	-$63K	0.13%	114
2025 Q2	$531K	Buy	8,561 +955	+13%	+$56.1K	0.15%	107
2025 Q1	$444K	Sell	7,606 -650	-8%	-$40.4K	0.16%	104
2024 Q4	$514K	Sell	8,256 -2,125	-20%	-$136K	0.18%	94
2024 Q3	$647K	Buy	10,381 +5	+0%	+$302	0.23%	81
2024 Q2	$607K	Sell	10,376 -927	-8%	-$54.5K	0.23%	79
2024 Q1	$687K	Sell	11,303 -252	-2%	-$14.3K	0.28%	70
2023 Q4	$641K	Buy	11,555 +3,850	+50%	+$195K	0.29%	68
2023 Q3	$384K	Sell	7,705 -205	-3%	-$10.7K	0.2%	89
2023 Q2	$414K	Sell	7,910 -1,165	-13%	-$57.9K	0.21%	83
2023 Q1	$454K	Buy	9,075 +1,040	+13%	+$53K	0.25%	75
2022 Q4	$389K	Buy	8,035 +690	+9%	+$33.3K	0.23%	81
2022 Q3	$322K	Sell	7,345 -845	-10%	-$40.9K	0.22%	86
2022 Q2	$371K	Sell	8,190 -345	-4%	-$17K	0.24%	76
2022 Q1	$458K	Sell	8,535 -310	-4%	-$16.5K	0.25%	73
2021 Q4	$501K	Buy	+8,845	New	+$492K	0.26%	68

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Bill Few Associates's IJH Position: Q2 2026 in Review

Bill Few Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.5% in Q2 2026, selling an estimated $2.71K and leaving 7,406 shares worth $571K. The position accounts for 0.12% of the portfolio, ranked #123.

Bill Few Associates first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $687K in Q1 2024. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bill Few Associates held 7,406 shares of iShares Core S&P Mid-Cap ETF worth $571K as of Q2 2026.
Bill Few Associates sold 37 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.71K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Bill Few Associates's portfolio in Q2 2026, its #123 holding.
Bill Few Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Bill Few Associates's iShares Core S&P Mid-Cap ETF position peaked at $687K in Q1 2024.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.