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

Capital Advisors Inc’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 		$5.22M Sell
67,635
-565
-0.8% -$41.5K 0.08% 107
2026
Q1 		$4.61M Buy
68,200
+395
+0.6% +$27.4K 0.07% 105
2025
Q4 		$4.48M Sell
67,805
-3,715
-5% -$243K 0.07% 106
2025
Q3 		$4.67M Sell
71,520
-570
-0.8% -$36.6K 0.08% 99
2025
Q2 		$4.47M Sell
72,090
-2,678
-4% -$157K 0.08% 99
2025
Q1 		$4.36M Sell
74,768
-301,495
-80% -$18.7M 0.09% 98
2024
Q4 		$23.4M Sell
376,263
-23,853
-6% -$1.53M 0.47% 81
2024
Q3 		$24.9M Sell
400,116
-31,478
-7% -$1.9M 0.5% 78
2024
Q2 		$25.3M Sell
431,594
-10,575
-2% -$621K 0.52% 74
2024
Q1 		$26.9M Sell
442,169
-27,921
-6% -$1.58M 0.58% 68
2023
Q4 		$26.1M Sell
470,090
-35,685
-7% -$1.81M 0.58% 65
2023
Q3 		$25.2M Sell
505,775
-254,855
-34% -$13.4M 0.66% 65
2023
Q2 		$39.8M Sell
760,630
-2,530
-0.3% -$126K 1.01% 33
2023
Q1 		$38.2M Buy
763,160
+20,855
+3% +$1.06M 1.03% 32
2022
Q4 		$35.9M Sell
742,305
-15,255
-2% -$737K 1.02% 36
2022
Q3 		$33.9M Buy
757,560
+220,290
+41% +$10.7M 1.05% 33
2022
Q2 		$24.3M Sell
537,270
-1,360
-0.3% -$67.1K 0.73% 49
2022
Q1 		$28.9M Sell
538,630
-280,955
-34% -$15M 0.79% 50
2021
Q4 		$46.4M Buy
819,585
+7,870
+1% +$438K 1.24% 21
2021
Q3 		$42.7M Buy
811,715
+38,850
+5% +$2.09M 1.27% 20
2021
Q2 		$41.5M Buy
772,865
+51,380
+7% +$2.77M 1.24% 20
2021
Q1 		$37.6M Buy
721,485
+275,975
+62% +$13.8M 1.23% 19
2020
Q4 		$20.5M Buy
445,510
+74,605
+20% +$3.14M 0.73% 57
2020
Q3 		$13.7M Buy
370,905
+18,915
+5% +$707K 0.56% 67
2020
Q2 		$13.5M Sell
351,990
-131,330
-27% -$4.36M 0.56% 62
2020
Q1 		$13.9M Buy
483,320
+147,365
+44% +$5.48M 0.75% 54
2019
Q4 		$13.8M Buy
335,955
+81,885
+32% +$3.25M 0.6% 61
2019
Q3 		$9.87M Hold
254,070
– – 0.49% 72
2019
Q2 		$9.87M Buy
254,070
+214,095
+536% +$8.21M 0.49% 72
2019
Q1 		$1.51M Sell
39,975
-142,145
-78% -$5.25M 0.16% 90
2018
Q4 		$6.05M Buy
182,120
+18,655
+11% +$681K 0.39% 73
2018
Q3 		$6.58M Buy
163,465
+4,690
+3% +$189K 0.39% 77
2018
Q2 		$6.18M Buy
158,775
+10,015
+7% +$387K 0.37% 80
2018
Q1 		$5.58M Buy
148,760
+11,725
+9% +$449K 0.33% 87
2017
Q4 		$5.2M Buy
137,035
+3,620
+3% +$134K 0.3% 82
2017
Q3 		$4.77M Buy
133,415
+1,590
+1% +$55.4K 0.29% 80
2017
Q2 		$4.59M Sell
131,825
-70,040
-35% -$2.42M 0.29% 81
2017
Q1 		$6.91M Buy
201,865
+72,100
+56% +$2.45M 0.45% 68
2016
Q4 		$4.29M Buy
+129,765
New +$4.11M 0.3% 78

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Capital Advisors Inc's IJH Position: Q2 2026 in Review

Capital Advisors Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.83% in Q2 2026, selling an estimated $41.5K and leaving 67,635 shares worth $5.22M. The position accounts for 0.08% of the portfolio, ranked #107.

Capital Advisors Inc first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. The position peaked at $46.4M in Q4 2021. 827 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Capital Advisors Inc held 67,635 shares of iShares Core S&P Mid-Cap ETF worth $5.22M as of Q2 2026.
  • Capital Advisors Inc sold 565 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $41.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Capital Advisors Inc's portfolio in Q2 2026, its #107 holding.
  • Capital Advisors Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Capital Advisors Inc's iShares Core S&P Mid-Cap ETF position peaked at $46.4M in Q4 2021.
  • 827 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.