Carr Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Carr Financial Group’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	$10.7M	Buy	138,505 +2,432	+2%	+$178K	2.46%	10
2026 Q1	$9.19M	Sell	136,073 -26,739	-16%	-$1.85M	2.42%	10
2025 Q4	$10.7M	Sell	162,812 -2,426	-1%	-$159K	2.86%	9
2025 Q3	$10.8M	Sell	165,238 -51,047	-24%	-$3.28M	2.96%	8
2025 Q2	$13.4M	Buy	216,285 +50,697	+31%	+$2.98M	3.96%	8
2025 Q1	$9.66M	Buy	165,588 +489	+0.3%	+$30.4K	3.17%	8
2024 Q4	$10.3M	Buy	165,099 +6,730	+4%	+$432K	3.19%	8
2024 Q3	$9.87M	Buy	158,369 +16,342	+12%	+$985K	2.89%	9
2024 Q2	$8.31M	Sell	142,027 -6,816	-5%	-$400K	2.64%	10
2024 Q1	$9.04M	Buy	148,843 +7,398	+5%	+$419K	3.01%	10
2023 Q4	$7.84M	Sell	141,445 -31,190	-18%	-$1.58M	2.9%	10
2023 Q3	$8.54M	Sell	172,635 -15,250	-8%	-$799K	3.38%	8
2023 Q2	$9.83M	Buy	187,885 +8,695	+5%	+$432K	3.92%	8
2023 Q1	$8.97M	Buy	179,190 +20,000	+13%	+$1.02M	3.95%	7
2022 Q4	$7.7M	Buy	+159,190	New	+$7.69M	4.05%	7

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carr Financial Group's IJH Position: Q2 2026 in Review

Carr Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2026, buying an estimated $178K and bringing the position to 138,505 shares worth $10.7M. The position accounts for 2.46% of the portfolio, ranked #10.

Carr Financial Group first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.4M in Q2 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Carr Financial Group held 138,505 shares of iShares Core S&P Mid-Cap ETF worth $10.7M as of Q2 2026.
Carr Financial Group bought 2,432 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $178K.
iShares Core S&P Mid-Cap ETF made up 2.46% of Carr Financial Group's portfolio in Q2 2026, its #10 holding.
Carr Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Carr Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $13.4M in Q2 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.