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

Clarity 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	$23.3M	Buy	302,394 +14,526	+5%	+$1.07M	4.11%	7
2026 Q1	$19.4M	Buy	287,868 +16,574	+6%	+$1.15M	4%	8
2025 Q4	$17.9M	Buy	271,294 +10,229	+4%	+$670K	3.65%	7
2025 Q3	$17M	Buy	261,065 +7,470	+3%	+$480K	3.75%	7
2025 Q2	$15.7M	Buy	253,595 +3,925	+2%	+$230K	3.88%	7
2025 Q1	$14.6M	Buy	249,670 +4,598	+2%	+$286K	4.04%	6
2024 Q4	$15.3M	Buy	245,072 +12,018	+5%	+$771K	4.16%	6
2024 Q3	$14.5M	Buy	233,054 +10,483	+5%	+$632K	4.22%	6
2024 Q2	$13M	Sell	222,571 -494	-0.2%	-$29K	4.21%	6
2024 Q1	$13.5M	Buy	223,065 +6,375	+3%	+$361K	4.58%	6
2023 Q4	$12M	Buy	216,690 +9,785	+5%	+$496K	4.54%	6
2023 Q3	$10.3M	Buy	206,905 +2,000	+1%	+$105K	4.68%	6
2023 Q2	$10.7M	Buy	204,905 +2,540	+1%	+$126K	4.81%	6
2023 Q1	$10.1M	Buy	202,365 +5,565	+3%	+$284K	5.16%	6
2022 Q4	$9.52M	Buy	196,800 +3,260	+2%	+$157K	5.48%	6
2022 Q3	$8.49M	Buy	193,540 +1,350	+0.7%	+$65.3K	5.11%	6
2022 Q2	$8.7M	Buy	192,190 +6,070	+3%	+$300K	4.97%	7
2022 Q1	$9.99M	Buy	186,120 +4,970	+3%	+$265K	4.74%	7
2021 Q4	$10.3M	Buy	181,150 +2,040	+1%	+$114K	4.77%	7
2021 Q3	$9.42M	Buy	179,110 +5,245	+3%	+$282K	4.64%	8
2021 Q2	$9.34M	Buy	173,865 +5,410	+3%	+$292K	4.85%	7
2021 Q1	$8.77M	Buy	168,455 +1,750	+1%	+$87.4K	5%	6
2020 Q4	$7.66M	Buy	166,705 +225	+0.1%	+$9.48K	4.64%	6
2020 Q3	$6.17M	Sell	166,480 -1,895	-1%	-$70.8K	4.43%	6
2020 Q2	$5.99M	Sell	168,375 -1,000	-0.6%	-$33.2K	4.72%	5
2020 Q1	$4.87M	Buy	169,375 +735	+0.4%	+$27.3K	5.07%	4
2019 Q4	$6.94M	Buy	+168,640	New	+$6.68M	5.84%	4

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Clarity Wealth Advisors's IJH Position: Q2 2026 in Review

Clarity Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5% in Q2 2026, buying an estimated $1.07M and bringing the position to 302,394 shares worth $23.3M. The position accounts for 4.11% of the portfolio, ranked #7.

Clarity Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Clarity Wealth Advisors held 302,394 shares of iShares Core S&P Mid-Cap ETF worth $23.3M as of Q2 2026.
Clarity Wealth Advisors bought 14,526 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.07M.
iShares Core S&P Mid-Cap ETF made up 4.11% of Clarity Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Clarity Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.