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

CFS 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	$27.6M	Buy	362,191 +55,686	+18%	+$4.09M	1.84%	9
2026 Q1	$22.3M	Sell	306,505 -5,280	-2%	-$366K	1.54%	10
2025 Q4	$20.6M	Buy	311,785 +1,959	+0.6%	+$128K	1.5%	13
2025 Q3	$20.4M	Sell	309,826 -6,310	-2%	-$406K	1.52%	14
2025 Q2	$19.6M	Sell	316,136 -3,942	-1%	-$231K	1.6%	12
2025 Q1	$18.7M	Buy	320,078 +1,470	+0.5%	+$91.3K	1.66%	10
2024 Q4	$19.9M	Buy	318,608 +17,380	+6%	+$1.11M	1.78%	10
2024 Q3	$18.8M	Sell	301,228 -288,776	-49%	-$17.4M	1.58%	15
2024 Q2	$34.6M	Buy	+590,004	New	+$34.7M	2.8%	7
2023 Q4	–	Sell	-288,300	Closed	-$14.4M	–	155
2023 Q3	$14.4M	Buy	288,300 +105,125	+57%	+$5.51M	2.29%	11
2023 Q2	$9.58M	Buy	183,175 +13,915	+8%	+$692K	1.22%	24
2023 Q1	$8.47M	Buy	+169,260	New	+$8.62M	1.54%	19
2022 Q4	–	Sell	-17,869,685	Closed	-$799K	–	187
2022 Q3	$799K	Buy	17,869,685 +17,794,455	+23,653%	+$860M	0.18%	68
2022 Q2	$3.4M	Sell	75,230 -19,516,425	-100%	-$963M	0.52%	36
2022 Q1	$511K	Buy	19,591,655 +19,519,465	+27,039%	+$1.04B	2.22%	12
2021 Q4	$3.79M	Buy	72,190 +1,250	+2%	+$69.6K	0.51%	39
2021 Q3	$3.72M	Buy	+70,940	New	+$3.82M	0.51%	41
2020 Q4	$3.3M	Buy	+71,695	New	+$3.02M	0.53%	36

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

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

CFS Investment Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q2 2026, buying an estimated $4.09M and bringing the position to 362,191 shares worth $27.6M. The position accounts for 1.84% of the portfolio, ranked #9.

CFS Investment Advisory Services first reported a position in IJH in Q4 2020 and has held it in 18 quarters since. The position peaked at $34.6M in Q2 2024. 836 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CFS Investment Advisory Services held 362,191 shares of iShares Core S&P Mid-Cap ETF worth $27.6M as of Q2 2026.
CFS Investment Advisory Services bought 55,686 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.09M.
iShares Core S&P Mid-Cap ETF made up 1.84% of CFS Investment Advisory Services's portfolio in Q2 2026, its #9 holding.
CFS Investment Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
CFS Investment Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $34.6M in Q2 2024.
836 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.