CLG LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CLG LLC’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	$830K	Buy	10,768 +84	+0.8%	+$6.16K	0.18%	68
2026 Q1	$721K	Sell	10,684 -116	-1%	-$8.05K	0.18%	66
2025 Q4	$713K	Sell	10,800 -1,325	-11%	-$86.8K	0.18%	65
2025 Q3	$791K	Sell	12,125 -1,179	-9%	-$75.8K	0.22%	62
2025 Q2	$825K	Sell	13,304 -5,687	-30%	-$334K	0.26%	58
2025 Q1	$1.11M	Sell	18,991 -5,136	-21%	-$319K	0.38%	46
2024 Q4	$1.5M	Buy	+24,127	New	+$1.55M	0.54%	40

Other funds holding IJH

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

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

CLG LLC's IJH Position: Q2 2026 in Review

CLG LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.79% in Q2 2026, buying an estimated $6.16K and bringing the position to 10,768 shares worth $830K. The position accounts for 0.18% of the portfolio, ranked #68.

CLG LLC first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2024. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CLG LLC held 10,768 shares of iShares Core S&P Mid-Cap ETF worth $830K as of Q2 2026.
CLG LLC bought 84 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.16K.
iShares Core S&P Mid-Cap ETF made up 0.18% of CLG LLC's portfolio in Q2 2026, its #68 holding.
CLG LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
CLG LLC's iShares Core S&P Mid-Cap ETF position peaked at $1.5M in Q4 2024.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.