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

Cambridge 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	$24M	Buy	311,487 +8,317	+3%	+$610K	4.13%	4
2026 Q1	$20.5M	Sell	303,170 -5,295	-2%	-$367K	3.97%	4
2025 Q4	$20.4M	Buy	308,465 +13,279	+4%	+$870K	3.88%	4
2025 Q3	$19.3M	Sell	295,186 -5,281	-2%	-$339K	3.76%	4
2025 Q2	$18.6M	Buy	300,467 +33,527	+13%	+$1.97M	3.9%	4
2025 Q1	$15.6M	Buy	266,940 +154	+0.1%	+$9.56K	3.41%	4
2024 Q4	$16.6M	Sell	266,786 -21,036	-7%	-$1.35M	3.71%	4
2024 Q3	$17.9M	Buy	287,822 +10,239	+4%	+$617K	3.92%	4
2024 Q2	$16.2M	Sell	277,583 -7,150	-3%	-$420K	3.77%	4
2024 Q1	$17.3M	Sell	284,733 -2,017	-0.7%	-$114K	4.08%	4
2023 Q4	$15.9M	Sell	286,750 -35	-0%	-$1.77K	3.99%	4
2023 Q3	$14.3M	Sell	286,785 -3,750	-1%	-$197K	3.84%	4
2023 Q2	$15.2M	Buy	290,535 +8,935	+3%	+$444K	3.89%	4
2023 Q1	$14.1M	Sell	281,600 -5,200	-2%	-$265K	3.61%	4
2022 Q4	$13.9M	Sell	286,800 -6,840	-2%	-$330K	3.72%	4
2022 Q3	$12.9M	Sell	293,640 -5,990	-2%	-$290K	3.69%	4
2022 Q2	$13.6M	Buy	299,630 +7,625	+3%	+$376K	3.71%	4
2022 Q1	$15.7M	Sell	292,005 -1,110	-0.4%	-$59.1K	3.73%	4
2021 Q4	$16.6M	Sell	293,115 -465	-0.2%	-$25.9K	3.75%	4
2021 Q3	$15.4M	Buy	293,580 +7,500	+3%	+$403K	3.76%	4
2021 Q2	$15.4M	Sell	286,080 -12,470	-4%	-$673K	3.72%	4
2021 Q1	$15.5M	Sell	298,550 -15,000	-5%	-$749K	3.97%	4
2020 Q4	$14.4M	Sell	313,550 -13,750	-4%	-$579K	3.88%	4
2020 Q3	$12.1M	Sell	327,300 -875	-0.3%	-$32.7K	3.57%	5
2020 Q2	$11.7M	Buy	328,175 +12,875	+4%	+$428K	3.65%	5
2020 Q1	$9.07M	Buy	315,300 +13,000	+4%	+$483K	3.31%	6
2019 Q4	$12.4M	Buy	302,300 +2,250	+0.7%	+$89.2K	3.8%	4
2019 Q3	$11.6M	Sell	300,050 -4,800	-2%	-$184K	3.82%	6
2019 Q2	$11.8M	Sell	304,850 -7,500	-2%	-$287K	3.91%	4
2019 Q1	$11.8M	Hold	312,350	–	–	4.03%	4
2018 Q4	$10.4M	Buy	312,350 +24,750	+9%	+$903K	3.86%	4
2018 Q3	$11.6M	Sell	287,600 -4,750	-2%	-$191K	3.91%	4
2018 Q2	$11.4M	Hold	292,350	–	–	4.03%	4
2018 Q1	$11M	Hold	292,350	–	–	3.93%	4
2017 Q4	$11.1M	Sell	292,350 -125	-0%	-$4.62K	4%	4
2017 Q3	$10.5M	Hold	292,475	–	–	4.02%	4
2017 Q2	$10.2M	Hold	292,475	–	–	4.11%	4
2017 Q1	$10M	Sell	292,475 -12,500	-4%	-$425K	4.13%	4
2016 Q4	$10.1M	Sell	304,975 -6,415	-2%	-$203K	4.46%	4
2016 Q3	$9.63M	Sell	311,390 -2,500	-0.8%	-$77.3K	4.26%	4
2016 Q2	$9.38M	Sell	313,890 -9,500	-3%	-$279K	4.29%	4
2016 Q1	$9.33M	Buy	323,390 +100,050	+45%	+$2.67M	4.33%	4
2015 Q4	$6.22M	Hold	223,340	–	–	3.53%	4
2015 Q3	$6.1M	Hold	223,340	–	–	3.6%	4
2015 Q2	$6.7M	Buy	223,340 +202,900	+993%	+$6.19M	3.77%	4
2015 Q1	$850K	Sell	20,440 -159,300	-89%	-$4.71M	0.49%	56
2014 Q4	$5.21M	Buy	+179,740	New	+$5.05M	3.18%	4

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

Cambridge Advisors's IJH Position: Q2 2026 in Review

Cambridge Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, buying an estimated $610K and bringing the position to 311,487 shares worth $24M. The position accounts for 4.13% of the portfolio, ranked #4.

Cambridge Advisors first reported a position in IJH in Q4 2014 and has held it in 47 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cambridge Advisors held 311,487 shares of iShares Core S&P Mid-Cap ETF worth $24M as of Q2 2026.
Cambridge Advisors bought 8,317 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $610K.
iShares Core S&P Mid-Cap ETF made up 4.13% of Cambridge Advisors's portfolio in Q2 2026, its #4 holding.
Cambridge Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.