Cary Street Partners Investment Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cary Street Partners Investment Advisory’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	$19.7K	Hold	255	–	–	﹤0.01%	662
2026 Q1	$17.2K	Sell	255 -73	-22%	-$5.06K	﹤0.01%	613
2025 Q4	$21.6K	Buy	328 +30	+10%	+$1.97K	0.01%	582
2025 Q3	$19.4K	Sell	298 -68	-19%	-$4.37K	0.01%	515
2025 Q2	$22.7K	Sell	366 -113	-24%	-$6.63K	0.01%	477
2025 Q1	$27.9K	Sell	479 -60	-11%	-$3.73K	0.02%	418
2024 Q4	$33.6K	Sell	539 -90,597	-99%	-$5.81M	0.02%	357
2024 Q3	$5.68M	Buy	91,136 +1,776	+2%	+$107K	0.21%	118
2024 Q2	$5.23M	Buy	89,360 +5,271	+6%	+$310K	0.21%	121
2024 Q1	$5.11M	Buy	84,089 +3,964	+5%	+$224K	0.22%	125
2023 Q4	$4.44M	Buy	80,125 +3,740	+5%	+$190K	0.21%	134
2023 Q3	$3.81M	Buy	76,385 +2,530	+3%	+$133K	0.2%	142
2023 Q2	$3.86M	Buy	73,855 +30,145	+69%	+$1.5M	0.25%	111
2023 Q1	$2.19M	Sell	43,710 -245	-0.6%	-$12.5K	0.16%	154
2022 Q4	$2.13M	Sell	43,955 -5	-0%	-$242	0.16%	152
2022 Q3	$1.93M	Buy	43,960 +1,210	+3%	+$58.5K	0.16%	152
2022 Q2	$1.93M	Buy	42,750 +6,920	+19%	+$342K	0.16%	143
2022 Q1	$1.92M	Buy	35,830 +220	+0.6%	+$11.7K	0.53%	56
2021 Q4	$2.02M	Buy	35,610 +670	+2%	+$37.3K	0.56%	56
2021 Q3	$1.84M	Buy	34,940 +900	+3%	+$48.4K	0.6%	54
2021 Q2	$1.83M	Buy	34,040 +265	+0.8%	+$14.3K	0.59%	54
2021 Q1	$1.76M	Sell	33,775 -2,085	-6%	-$104K	0.72%	39
2020 Q4	$1.65M	Sell	35,860 -830	-2%	-$35K	0.32%	79
2020 Q3	$1.36M	Buy	36,690 +21,385	+140%	+$799K	0.29%	104
2020 Q2	$544K	Buy	+15,305	New	+$508K	0.77%	33
2020 Q1	–	Sell	-23,040	Closed	-$948K	–	94
2019 Q4	$948K	Buy	+23,040	New	+$913K	1.04%	28
2018 Q4	$284K	Buy	+8,570	New	+$313K	0.28%	69

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Cary Street Partners Investment Advisory's IJH Position: Q2 2026 in Review

Cary Street Partners Investment Advisory held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 255 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Cary Street Partners Investment Advisory first reported a position in IJH in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.68M in Q3 2024. 2,007 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cary Street Partners Investment Advisory held 255 shares of iShares Core S&P Mid-Cap ETF worth $19.7K as of Q2 2026.
Cary Street Partners Investment Advisory left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #662 holding.
Cary Street Partners Investment Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
Cary Street Partners Investment Advisory's iShares Core S&P Mid-Cap ETF position peaked at $5.68M in Q3 2024.
2,007 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.