CSF
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Capital Squared Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Capital Squared 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 		$4.01M Sell
52,001
-393
-0.8% -$28.8K 2.62% 8
2026
Q1 		$3.54M Sell
52,394
-881
-2% -$61.1K 2.7% 8
2025
Q4 		$3.52M Buy
53,275
+9,347
+21% +$612K 2.74% 8
2025
Q3 		$2.87M Buy
43,928
+4,234
+11% +$272K 2.49% 9
2025
Q2 		$2.46M Buy
+39,694
New +$2.33M 2.87% 8

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 Squared Financial's IJH Position: Q2 2026 in Review

Capital Squared Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.75% in Q2 2026, selling an estimated $28.8K and leaving 52,001 shares worth $4.01M. The position accounts for 2.62% of the portfolio, ranked #8.

Capital Squared Financial first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Capital Squared Financial held 52,001 shares of iShares Core S&P Mid-Cap ETF worth $4.01M as of Q2 2026.
  • Capital Squared Financial sold 393 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $28.8K.
  • iShares Core S&P Mid-Cap ETF made up 2.62% of Capital Squared Financial's portfolio in Q2 2026, its #8 holding.
  • Capital Squared Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.