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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$8.61M Sell
111,596
-156
-0.1% -$11.4K 0.11% 71
2026
Q1 		$7.55M Buy
111,752
+2,763
+3% +$192K 0.11% 74
2025
Q4 		$7.19M Sell
108,989
-482
-0.4% -$31.6K 0.11% 72
2025
Q3 		$7.14M Sell
109,471
-8,137
-7% -$523K 0.11% 71
2025
Q2 		$7.29M Buy
117,608
+5,510
+5% +$323K 0.12% 70
2025
Q1 		$6.54M Sell
112,098
-8,226
-7% -$511K 0.12% 72
2024
Q4 		$7.5M Sell
120,324
-9,600
-7% -$616K 0.15% 60
2024
Q3 		$8.1M Buy
129,924
+9,356
+8% +$564K 0.19% 58
2024
Q2 		$7.06M Sell
120,568
-2,082
-2% -$122K 0.15% 61
2024
Q1 		$7.45M Sell
122,650
-831,015
-87% -$47M 0.17% 57
2023
Q4 		$52.9M Sell
953,665
-13,670
-1% -$693K 1.31% 21
2023
Q3 		$48.2M Buy
967,335
+4,210
+0.4% +$221K 1.35% 21
2023
Q2 		$50.4M Buy
963,125
+450
+0% +$22.4K 1.41% 22
2023
Q1 		$48.2M Sell
962,675
-20,875
-2% -$1.06M 1.42% 23
2022
Q4 		$47.6M Buy
+983,550
New +$47.5M 1.77% 15
2022
Q3 		– Sell
-1,002,980
Closed -$45.4M – 117
2022
Q2 		$45.4M Sell
1,002,980
-910
-0.1% -$44.9K 1.89% 15
2022
Q1 		$53.9M Buy
1,003,890
+30,095
+3% +$1.6M 1.92% 14
2021
Q4 		$55.1M Buy
973,795
+26,950
+3% +$1.5M 2.01% 16
2021
Q3 		$49.8M Buy
946,845
+15,775
+2% +$849K 1.95% 16
2021
Q2 		$50M Sell
931,070
-1,635
-0.2% -$88.3K 2.05% 15
2021
Q1 		$48.6M Sell
932,705
-81,970
-8% -$4.09M 2.29% 16
2020
Q4 		$46.6M Sell
1,014,675
-33,570
-3% -$1.41M 2.29% 14
2020
Q3 		$38.9M Sell
1,048,245
-35,880
-3% -$1.34M 2.19% 12
2020
Q2 		$38.6M Buy
+1,084,125
New +$36M 2.35% 13
2019
Q4 		$44.8M Buy
1,088,185
+57,090
+6% +$2.26M 3.56% 6
2019
Q3 		$39.8M Buy
1,031,095
+110,220
+12% +$4.24M 3.48% 6
2019
Q2 		$35.8M Buy
920,875
+38,850
+4% +$1.49M 3.59% 6
2019
Q1 		$33.4M Buy
882,025
+39,040
+5% +$1.44M 3.65% 6
2018
Q4 		$28M Sell
842,985
-22,155
-3% -$808K 2.79% 10
2018
Q3 		$34.8M Buy
865,140
+30,945
+4% +$1.24M 3.25% 9
2018
Q2 		$32.5M Buy
834,195
+10,750
+1% +$415K 3.18% 9
2018
Q1 		$30.9M Buy
823,445
+41,050
+5% +$1.57M 3.09% 9
2017
Q4 		$29.7M Buy
782,395
+10,565
+1% +$391K 3.05% 11
2017
Q3 		$27.6M Buy
771,830
+16,985
+2% +$592K 2.92% 11
2017
Q2 		$26.3M Buy
754,845
+4,730
+0.6% +$163K 2.93% 11
2017
Q1 		$25.7M Sell
750,115
-15,425
-2% -$525K 2.87% 13
2016
Q4 		$25.3M Buy
765,540
+25,210
+3% +$799K 2.9% 12
2016
Q3 		$22.9M Buy
740,330
+18,215
+3% +$563K 2.8% 11
2016
Q2 		$21.6M Buy
722,115
+18,005
+3% +$528K 3.12% 10
2016
Q1 		$20.3M Buy
704,110
+135,035
+24% +$3.61M 3.19% 10
2015
Q4 		$15.9M Buy
569,075
+157,440
+38% +$4.5M 2.66% 9
2015
Q3 		$11.2M Buy
411,635
+201,250
+96% +$5.85M 2.11% 12
2015
Q2 		$6.31M Buy
210,385
+63,630
+43% +$1.94M 1.26% 17
2015
Q1 		$4.46M Sell
146,755
-2,380
-2% -$70.4K 0.99% 19
2014
Q4 		$4.32M Sell
149,135
-22,050
-13% -$620K 0.94% 18
2014
Q3 		$4.68M Sell
171,185
-10,915
-6% -$308K 1% 23
2014
Q2 		$5.21M Sell
182,100
-60,020
-25% -$1.65M 1.03% 25
2014
Q1 		$6.66M Buy
242,120
+2,250
+0.9% +$60.5K 1.47% 17
2013
Q4 		$6.42M Sell
239,870
-3,730
-2% -$96.3K 1.61% 15
2013
Q3 		$6.05M Buy
243,600
+180,895
+288% +$4.41M 1.64% 16
2013
Q2 		$1.45M Buy
+62,705
New +$1.46M 3.96% 10

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

CLA (CliftonLarsonAllen) Wealth Advisors's IJH Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.14% in Q2 2026, selling an estimated $11.4K and leaving 111,596 shares worth $8.61M. The position accounts for 0.11% of the portfolio, ranked #71.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IJH in Q2 2013 and has held it in 51 quarters since. The position peaked at $55.1M in Q4 2021. 1,300 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 111,596 shares of iShares Core S&P Mid-Cap ETF worth $8.61M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 156 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $11.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $55.1M in Q4 2021.
  • 1,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.