Clare Market Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Clare Market Investments’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	$295K	Sell	3,825 -100	-3%	-$7.34K	0.05%	152
2026 Q1	$265K	Buy	+3,925	New	+$272K	0.06%	144
2025 Q3	$256K	Buy	3,925 +700	+22%	+$45K	0.05%	140
2025 Q2	$200K	Buy	+3,225	New	+$189K	0.04%	141
2025 Q1	–	Sell	-3,225	Closed	-$201K	–	150
2024 Q4	$201K	Hold	3,225	–	–	0.05%	142
2024 Q3	$201K	Buy	+3,225	New	+$194K	0.05%	149
2024 Q2	–	Sell	-3,850	Closed	-$234K	–	153
2024 Q1	$234K	Hold	3,850	–	–	0.07%	134
2023 Q4	$213K	Sell	3,850 -375	-9%	-$19K	0.07%	137
2023 Q3	$211K	Buy	+4,225	New	+$221K	0.08%	121

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Clare Market Investments's IJH Position: Q2 2026 in Review

Clare Market Investments reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2026, selling an estimated $7.34K and leaving 3,825 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #152.

Clare Market Investments first reported a position in IJH in Q3 2023 and has held it in 9 quarters since. 1,398 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Clare Market Investments held 3,825 shares of iShares Core S&P Mid-Cap ETF worth $295K as of Q2 2026.
Clare Market Investments sold 100 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.34K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Clare Market Investments's portfolio in Q2 2026, its #152 holding.
Clare Market Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 9 quarters since.
1,398 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.