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Charis Legacy Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Charis Legacy Partners’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 		$421K Hold
5,460
– – 0.52% 21
2026
Q1 		$369K Hold
5,460
– – 0.54% 19
2025
Q4 		$360K Hold
5,460
– – 0.53% 20
2025
Q3 		$356K Buy
5,460
+1,155
+27% +$74.2K 0.53% 23
2025
Q2 		$267K Hold
4,305
– – 0.44% 26
2025
Q1 		$251K Hold
4,305
– – 0.48% 25
2024
Q4 		$268K Buy
+4,305
New +$276K 0.55% 20

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Charis Legacy Partners's IJH Position: Q2 2026 in Review

Charis Legacy Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,460 shares worth $421K. The position accounts for 0.52% of the portfolio, ranked #21.

Charis Legacy Partners first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 1,300 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Charis Legacy Partners held 5,460 shares of iShares Core S&P Mid-Cap ETF worth $421K as of Q2 2026.
  • Charis Legacy Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.52% of Charis Legacy Partners's portfolio in Q2 2026, its #21 holding.
  • Charis Legacy Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.