Black Diamond Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Black Diamond Financial’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	$2.33M	Buy	30,161 +22,757	+307%	+$1.67M	0.21%	56
2026 Q1	$500K	Buy	7,404 +1,704	+30%	+$118K	0.05%	108
2025 Q4	$376K	Sell	5,700 -3,484	-38%	-$228K	0.04%	119
2025 Q3	$599K	Buy	9,184 +1,955	+27%	+$126K	0.07%	92
2025 Q2	$448K	Buy	7,229 +655	+10%	+$38.5K	0.07%	91
2025 Q1	$384K	Buy	6,574 +9	+0.1%	+$559	0.06%	104
2024 Q4	$409K	Buy	6,565 +2,725	+71%	+$175K	0.06%	98
2024 Q3	$239K	Buy	3,840 +50	+1%	+$3.02K	0.04%	122
2024 Q2	$222K	Buy	+3,790	New	+$223K	0.04%	127
2019 Q1	–	Sell	-11,435	Closed	-$295K	–	55
2018 Q4	$295K	Buy	+11,435	New	+$417K	0.23%	50

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Black Diamond Financial's IJH Position: Q2 2026 in Review

Black Diamond Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 307% in Q2 2026, buying an estimated $1.67M and bringing the position to 30,161 shares worth $2.33M. The position accounts for 0.21% of the portfolio, ranked #56.

Black Diamond Financial first reported a position in IJH in Q4 2018 and has held it in 10 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Black Diamond Financial held 30,161 shares of iShares Core S&P Mid-Cap ETF worth $2.33M as of Q2 2026.
Black Diamond Financial bought 22,757 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.67M.
iShares Core S&P Mid-Cap ETF made up 0.21% of Black Diamond Financial's portfolio in Q2 2026, its #56 holding.
Black Diamond Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 10 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.