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

Cardiff Park 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 		$886K Sell
11,484
-218
-2% -$16K 0.07% 129
2026
Q1 		$790K Sell
11,702
-85
-0.7% -$5.9K 0.06% 138
2025
Q4 		$778K Sell
11,787
-75
-0.6% -$4.91K 0.06% 140
2025
Q3 		$774K Buy
11,862
+20
+0.2% +$1.28K 0.06% 143
2025
Q2 		$734K Buy
11,842
+19
+0.2% +$1.11K 0.06% 137
2025
Q1 		$690K Buy
11,823
+13
+0.1% +$807 0.07% 134
2024
Q4 		$736K Buy
11,810
+21
+0.2% +$1.35K 0.07% 128
2024
Q3 		$735K Buy
11,789
+18
+0.2% +$1.08K 0.07% 125
2024
Q2 		$689K Buy
11,771
+12
+0.1% +$705 0.07% 128
2024
Q1 		$714K Sell
11,759
-31
-0.3% -$1.75K 0.07% 126
2023
Q4 		$653K Buy
11,790
+150
+1% +$7.61K 0.07% 131
2023
Q3 		$581K Buy
11,640
+2,635
+29% +$138K 0.07% 129
2023
Q2 		$471K Buy
9,005
+355
+4% +$17.6K 0.06% 153
2023
Q1 		$433K Buy
8,650
+10
+0.1% +$509 0.06% 153
2022
Q4 		$418K Sell
8,640
-1,955
-18% -$94.5K 0.06% 159
2022
Q3 		$465K Buy
10,595
+10
+0.1% +$483 0.07% 145
2022
Q2 		$479K Buy
10,585
+10
+0.1% +$494 0.07% 141
2022
Q1 		$568K Buy
10,575
+5
+0% +$266 0.08% 130
2021
Q4 		$598K Buy
+10,570
New +$588K 0.08% 126

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cardiff Park Advisors's IJH Position: Q2 2026 in Review

Cardiff Park Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q2 2026, selling an estimated $16K and leaving 11,484 shares worth $886K. The position accounts for 0.07% of the portfolio, ranked #129.

Cardiff Park Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Cardiff Park Advisors held 11,484 shares of iShares Core S&P Mid-Cap ETF worth $886K as of Q2 2026.
  • Cardiff Park Advisors sold 218 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $16K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Cardiff Park Advisors's portfolio in Q2 2026, its #129 holding.
  • Cardiff Park Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.