CGC Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CGC Financial 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	$26M	Buy	337,217 +3,727	+1%	+$273K	5.85%	8
2026 Q1	$22.5M	Buy	333,490 +3,145	+1%	+$218K	6.51%	7
2025 Q4	$21.8M	Buy	330,345 +3,565	+1%	+$234K	5.83%	8
2025 Q3	$21.3M	Buy	326,780 +219,480	+205%	+$14.1M	5.88%	7
2025 Q2	$6.65M	Buy	107,300 +4,662	+5%	+$274K	2.25%	9
2025 Q1	$5.99M	Buy	102,638 +8,966	+10%	+$557K	2.37%	8
2024 Q4	$5.84M	Buy	93,672 +14,829	+19%	+$951K	2.33%	8
2024 Q3	$4.91M	Buy	78,843 +10,938	+16%	+$660K	1.97%	8
2024 Q2	$3.97M	Buy	67,905 +67,835	+96,907%	+$3.99M	1.72%	8
2024 Q1	$4.25K	Hold	70	–	–	﹤0.01%	254
2023 Q4	$3.88K	Buy	+70	New	+$3.55K	﹤0.01%	270

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

CGC Financial Services's IJH Position: Q2 2026 in Review

CGC Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q2 2026, buying an estimated $273K and bringing the position to 337,217 shares worth $26M. The position accounts for 5.85% of the portfolio, ranked #8.

CGC Financial Services first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CGC Financial Services held 337,217 shares of iShares Core S&P Mid-Cap ETF worth $26M as of Q2 2026.
CGC Financial Services bought 3,727 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $273K.
iShares Core S&P Mid-Cap ETF made up 5.85% of CGC Financial Services's portfolio in Q2 2026, its #8 holding.
CGC Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.