Certified Advisory Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Certified Advisory Corp’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	$11.6M	Sell	150,154 -7,122	-5%	-$523K	0.93%	31
2026 Q1	$10.6M	Sell	157,276 -3,632	-2%	-$252K	0.95%	30
2025 Q4	$10.6M	Sell	160,908 -2,033	-1%	-$133K	0.97%	34
2025 Q3	$10.6M	Sell	162,941 -842	-0.5%	-$54.1K	1.01%	31
2025 Q2	$10.2M	Sell	163,783 -4,132	-2%	-$243K	1.06%	28
2025 Q1	$9.8M	Sell	167,915 -2,947	-2%	-$183K	1.11%	25
2024 Q4	$10.6M	Buy	170,862 +4,214	+3%	+$270K	1.16%	21
2024 Q3	$10.4M	Buy	166,648 +1,584	+1%	+$95.5K	1.15%	21
2024 Q2	$9.66M	Buy	165,064 +2,984	+2%	+$175K	1.21%	20
2024 Q1	$9.84M	Buy	162,080 +5,830	+4%	+$330K	1.37%	13
2023 Q4	$8.66M	Buy	+156,250	New	+$7.92M	1.31%	16
2023 Q2	–	Sell	-153,600	Closed	-$7.68M	–	273
2023 Q1	$7.68M	Buy	153,600 +75	+0%	+$3.82K	1.37%	17
2022 Q4	$7.43M	Sell	153,525 -4,640	-3%	-$224K	1.47%	15
2022 Q3	$6.94M	Buy	158,165 +16,390	+12%	+$792K	1.58%	12
2022 Q2	$6.42M	Sell	141,775 -3,760	-3%	-$186K	1.43%	16
2022 Q1	$7.81M	Buy	145,535 +530	+0.4%	+$28.2K	1.66%	12
2021 Q4	$8.21M	Buy	145,005 +2,675	+2%	+$149K	1.81%	9
2021 Q3	$7.49M	Sell	142,330 -22,870	-14%	-$1.23M	1.82%	11
2021 Q2	$8.88M	Sell	165,200 -1,125	-0.7%	-$60.7K	2.23%	8
2021 Q1	$8.66M	Buy	+166,325	New	+$8.31M	2.24%	8
2020 Q2	$6.31M	Sell	177,395 -29,045	-14%	-$965K	2.09%	8
2020 Q1	$5.94M	Sell	206,440 -18,670	-8%	-$694K	2.35%	11
2019 Q4	$9.27M	Sell	225,110 -5,025	-2%	-$199K	2.96%	7
2019 Q3	$8.89M	Buy	230,135 +5,020	+2%	+$193K	3.09%	6
2019 Q2	$8.75M	Buy	225,115 +25,575	+13%	+$980K	3.25%	4
2019 Q1	$7.56M	Buy	199,540 +19,755	+11%	+$730K	3.18%	6
2018 Q4	$5.97M	Buy	179,785 +19,000	+12%	+$693K	3.1%	6
2018 Q3	$6.47M	Buy	160,785 +7,505	+5%	+$302K	2.99%	5
2018 Q2	$5.97M	Buy	153,280 +7,895	+5%	+$305K	3.32%	3
2018 Q1	$5.45M	Buy	145,385 +72,360	+99%	+$2.77M	3.23%	4
2017 Q4	$2.77M	Buy	+73,025	New	+$2.7M	1.99%	10

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

Certified Advisory Corp's IJH Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.5% in Q2 2026, selling an estimated $523K and leaving 150,154 shares worth $11.6M. The position accounts for 0.93% of the portfolio, ranked #31.

Certified Advisory Corp first reported a position in IJH in Q4 2017 and has held it in 31 quarters since. 870 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Certified Advisory Corp held 150,154 shares of iShares Core S&P Mid-Cap ETF worth $11.6M as of Q2 2026.
Certified Advisory Corp sold 7,122 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $523K.
iShares Core S&P Mid-Cap ETF made up 0.93% of Certified Advisory Corp's portfolio in Q2 2026, its #31 holding.
Certified Advisory Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 31 quarters since.
870 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.