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

Clayton Financial Group’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	$316K	Buy	4,095 +2	+0%	+$147	0.17%	47
2026 Q1	$276K	Buy	4,093 +2	+0%	+$139	0.14%	62
2025 Q4	$270K	Buy	4,091 +890	+28%	+$58.3K	0.14%	64
2025 Q3	$209K	Buy	+3,201	New	+$206K	0.15%	50
2025 Q2	–	Sell	-3,699	Closed	-$216K	–	57
2025 Q1	$216K	Buy	+3,699	New	+$230K	0.08%	111

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

Clayton Financial Group's IJH Position: Q2 2026 in Review

Clayton Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.05% in Q2 2026, buying an estimated $147 and bringing the position to 4,095 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #47.

Clayton Financial Group first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. 859 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Clayton Financial Group held 4,095 shares of iShares Core S&P Mid-Cap ETF worth $316K as of Q2 2026.
Clayton Financial Group bought 2 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $147.
iShares Core S&P Mid-Cap ETF made up 0.17% of Clayton Financial Group's portfolio in Q2 2026, its #47 holding.
Clayton Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
859 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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