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

Buttonwood Financial 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	$1.28M	Buy	16,651 +3	+0%	+$220	0.39%	48
2026 Q1	$1.12M	Sell	16,648 -164	-1%	-$11.4K	0.38%	53
2025 Q4	$1.11M	Sell	16,812 -1,058	-6%	-$69.3K	0.37%	50
2025 Q3	$1.17M	Sell	17,870 -17	-0.1%	-$1.09K	0.4%	47
2025 Q2	$1.11M	Buy	17,887 +1,137	+7%	+$66.7K	0.45%	44
2025 Q1	$977K	Sell	16,750 -1,801	-10%	-$112K	0.43%	45
2024 Q4	$1.16M	Sell	18,551 -949	-5%	-$60.9K	0.51%	42
2024 Q3	$1.22M	Buy	19,500 +187	+1%	+$11.3K	0.53%	44
2024 Q2	$1.13M	Sell	19,313 -82	-0.4%	-$4.82K	0.53%	45
2024 Q1	$1.18M	Sell	19,395 -415	-2%	-$23.5K	0.55%	45
2023 Q4	$1.1M	Sell	19,810 -1,780	-8%	-$90.3K	0.6%	42
2023 Q3	$1.08M	Buy	21,590 +4,100	+23%	+$215K	0.68%	38
2023 Q2	$915K	Buy	17,490 +9,760	+126%	+$485K	0.57%	44
2023 Q1	$387K	Buy	7,730 +130	+2%	+$6.62K	0.3%	59
2022 Q4	$368K	Buy	+7,600	New	+$367K	0.31%	61

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Buttonwood Financial Advisors's IJH Position: Q2 2026 in Review

Buttonwood Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.02% in Q2 2026, buying an estimated $220 and bringing the position to 16,651 shares worth $1.28M. The position accounts for 0.39% of the portfolio, ranked #48.

Buttonwood Financial Advisors first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 869 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Buttonwood Financial Advisors held 16,651 shares of iShares Core S&P Mid-Cap ETF worth $1.28M as of Q2 2026.
Buttonwood Financial Advisors bought 3 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $220.
iShares Core S&P Mid-Cap ETF made up 0.39% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #48 holding.
Buttonwood Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
869 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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