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

Clarity Financial’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	$1.15M	Buy	14,976 +600	+4%	+$44K	0.1%	52
2026 Q1	$971K	Buy	14,376 +113	+0.8%	+$7.84K	0.11%	48
2025 Q4	$941K	Sell	14,263 -60	-0.4%	-$3.93K	0.09%	53
2025 Q3	$935K	Buy	+14,323	New	+$920K	0.09%	55
2024 Q4	–	Sell	-3,740	Closed	-$233K	–	140
2024 Q3	$233K	Sell	3,740 -168	-4%	-$10.1K	0.03%	138
2024 Q2	$229K	Sell	3,908 -2,090	-35%	-$123K	0.03%	114
2024 Q1	$364K	Buy	+5,998	New	+$340K	0.06%	88

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Clarity Financial's IJH Position: Q2 2026 in Review

Clarity Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q2 2026, buying an estimated $44K and bringing the position to 14,976 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #52.

Clarity Financial first reported a position in IJH in Q1 2024 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Clarity Financial held 14,976 shares of iShares Core S&P Mid-Cap ETF worth $1.15M as of Q2 2026.
Clarity Financial bought 600 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $44K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Clarity Financial's portfolio in Q2 2026, its #52 holding.
Clarity Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 7 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.