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

Canopy Partners’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	$270K	Sell	3,501 -1,245	-26%	-$91.4K	0.08%	194
2026 Q1	$320K	Sell	4,746 -300	-6%	-$20.8K	0.11%	157
2025 Q4	$333K	Sell	5,046 -155	-3%	-$10.2K	0.11%	155
2025 Q3	$339K	Hold	5,201	–	–	0.11%	148
2025 Q2	$323K	Hold	5,201	–	–	0.12%	145
2025 Q1	$303K	Buy	5,201 +521	+11%	+$32.4K	0.12%	142
2024 Q4	$292K	Hold	4,680	–	–	0.11%	145
2024 Q3	$292K	Hold	4,680	–	–	0.13%	142
2024 Q2	$274K	Sell	4,680 -5	-0.1%	-$294	0.13%	141
2024 Q1	$285K	Hold	4,685	–	–	0.14%	135
2023 Q4	$260K	Buy	+4,685	New	+$238K	0.16%	127

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

Canopy Partners's IJH Position: Q2 2026 in Review

Canopy Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q2 2026, selling an estimated $91.4K and leaving 3,501 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #194.

Canopy Partners first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $339K in Q3 2025. 877 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Canopy Partners held 3,501 shares of iShares Core S&P Mid-Cap ETF worth $270K as of Q2 2026.
Canopy Partners sold 1,245 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $91.4K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Canopy Partners's portfolio in Q2 2026, its #194 holding.
Canopy Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's iShares Core S&P Mid-Cap ETF position peaked at $339K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.