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Cathy Pareto & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cathy Pareto & Associates’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 		$1.42M Buy
18,401
+484
+3% +$35.5K 0.83% 29
2026
Q1 		$1.21M Buy
17,917
+313
+2% +$21.7K 0.81% 30
2025
Q4 		$1.16M Buy
17,604
+1,408
+9% +$92.2K 0.81% 31
2025
Q3 		$1.06M Buy
16,196
+2,577
+19% +$166K 0.8% 31
2025
Q2 		$845K Buy
13,619
+1,667
+14% +$97.9K 0.7% 36
2025
Q1 		$697K Buy
11,952
+3,808
+47% +$236K 0.62% 36
2024
Q4 		$507K Buy
+8,144
New +$522K 0.47% 42

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Cathy Pareto & Associates's IJH Position: Q2 2026 in Review

Cathy Pareto & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, buying an estimated $35.5K and bringing the position to 18,401 shares worth $1.42M. The position accounts for 0.83% of the portfolio, ranked #29.

Cathy Pareto & Associates first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Cathy Pareto & Associates held 18,401 shares of iShares Core S&P Mid-Cap ETF worth $1.42M as of Q2 2026.
  • Cathy Pareto & Associates bought 484 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $35.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.83% of Cathy Pareto & Associates's portfolio in Q2 2026, its #29 holding.
  • Cathy Pareto & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.