CBIZ Investment Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CBIZ Investment Advisory Services’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	$1.41M	Hold	20,952	–	–	0.05%	22
2026 Q1	$1.41M	Sell	20,952 -12,924	-38%	-$897K	0.05%	22
2025 Q4	$2.24M	Buy	33,876 +1,558	+5%	+$102K	0.08%	20
2025 Q3	$2.11M	Sell	32,318 -80	-0.2%	-$5.14K	0.08%	20
2025 Q2	$2.01M	Sell	32,398 -3,129	-9%	-$184K	0.09%	19
2025 Q1	$2.07M	Sell	35,527 -117	-0.3%	-$7.27K	0.1%	19
2024 Q4	$2.22M	Sell	35,644 -3,510	-9%	-$225K	0.11%	20
2024 Q3	$2.44M	Buy	39,154 +6,209	+19%	+$374K	0.13%	21
2024 Q2	$1.93M	Buy	32,945 +1,482	+5%	+$87.1K	0.11%	19
2024 Q1	$1.91M	Buy	31,463 +5,543	+21%	+$314K	0.13%	21
2023 Q4	$1.44M	Buy	+25,920	New	+$1.31M	0.11%	21

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

CBIZ Investment Advisory Services's IJH Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 20,952 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #22.

CBIZ Investment Advisory Services first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q3 2024. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CBIZ Investment Advisory Services held 20,952 shares of iShares Core S&P Mid-Cap ETF worth $1.41M as of Q2 2026.
CBIZ Investment Advisory Services left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #22 holding.
CBIZ Investment Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
CBIZ Investment Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $2.44M in Q3 2024.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.