Carroll Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Carroll Advisory Group's IJH Position: Q2 2026 in Review
Carroll Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q2 2026, buying an estimated $1.91M and bringing the position to 238,326 shares worth $18.4M. The position accounts for 6.03% of the portfolio, ranked #5.
Carroll Advisory Group first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,731 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Carroll Advisory Group held 238,326 shares of iShares Core S&P Mid-Cap ETF worth $18.4M as of Q2 2026.
- Carroll Advisory Group bought 25,990 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.91M.
- iShares Core S&P Mid-Cap ETF made up 6.03% of Carroll Advisory Group's portfolio in Q2 2026, its #5 holding.
- Carroll Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
- 2,731 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.