CA
IJH icon

CGN Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CGN Advisors’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 		$1.5M Sell
19,506
-3,988
-17% -$293K 0.11% 158
2026
Q1 		$1.59M Sell
23,494
-963
-4% -$66.8K 0.13% 150
2025
Q4 		$1.61M Buy
24,457
+345
+1% +$22.6K 0.13% 142
2025
Q3 		$1.57M Buy
24,112
+1,217
+5% +$78.2K 0.13% 140
2025
Q2 		$1.42M Buy
22,895
+3
+0% +$176 0.13% 145
2025
Q1 		$1.34M Buy
22,892
+2,339
+11% +$145K 0.13% 149
2024
Q4 		$1.28M Buy
20,553
+575
+3% +$36.9K 0.12% 150
2024
Q3 		$1.25M Sell
19,978
-6,062
-23% -$366K 0.13% 151
2024
Q2 		$1.52M Buy
26,040
+18,510
+246% +$1.09M 0.18% 128
2024
Q1 		$457K Buy
7,530
+655
+10% +$37.1K 0.06% 188
2023
Q4 		$381K Buy
6,875
+400
+6% +$20.3K 0.05% 193
2023
Q3 		$323K Buy
6,475
+2,585
+66% +$135K 0.04% 205
2023
Q2 		$203K Buy
+3,890
New +$193K 0.03% 222
2021
Q1 		– Sell
-6,145
Closed -$282K – 200
2020
Q4 		$282K Buy
+6,145
New +$259K 0.11% 162

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

CGN Advisors's IJH Position: Q2 2026 in Review

CGN Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2026, selling an estimated $293K and leaving 19,506 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #158.

CGN Advisors first reported a position in IJH in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.61M in Q4 2025. 500 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • CGN Advisors held 19,506 shares of iShares Core S&P Mid-Cap ETF worth $1.5M as of Q2 2026.
  • CGN Advisors sold 3,988 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $293K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of CGN Advisors's portfolio in Q2 2026, its #158 holding.
  • CGN Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 14 quarters since.
  • CGN Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.61M in Q4 2025.
  • 500 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.