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

Cary Street Partners’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	$7.36M	Buy	95,449 +754	+0.8%	+$55.3K	0.16%	140
2026 Q1	$6.39M	Buy	94,695 +1,209	+1%	+$83.9K	0.16%	143
2025 Q4	$6.17M	Sell	93,486 -1,115	-1%	-$73K	0.15%	150
2025 Q3	$6.17M	Sell	94,601 -615	-0.6%	-$39.5K	0.16%	144
2025 Q2	$5.91M	Buy	95,216 +927	+1%	+$54.4K	0.17%	146
2025 Q1	$5.5M	Sell	94,289 -834	-0.9%	-$51.8K	0.17%	137
2024 Q4	$5.93M	Buy	+95,123	New	+$6.1M	0.19%	119

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Cary Street Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.8% in Q2 2026, buying an estimated $55.3K and bringing the position to 95,449 shares worth $7.36M. The position accounts for 0.16% of the portfolio, ranked #140.

Cary Street Partners first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 838 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cary Street Partners held 95,449 shares of iShares Core S&P Mid-Cap ETF worth $7.36M as of Q2 2026.
Cary Street Partners bought 754 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $55.3K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Cary Street Partners's portfolio in Q2 2026, its #140 holding.
Cary Street Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
838 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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