Client 1st Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Client 1st Advisory 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	$600K	Sell	7,776 -6	-0.1%	-$440	0.16%	74
2026 Q1	$526K	Buy	7,782 +2,775	+55%	+$193K	0.16%	71
2025 Q4	$330K	Buy	5,007 +1,844	+58%	+$121K	0.1%	97
2025 Q3	$206K	Sell	3,163 -75	-2%	-$4.82K	0.07%	129
2025 Q2	$201K	Buy	+3,238	New	+$190K	0.07%	128
2025 Q1	–	Sell	-3,284	Closed	-$205K	–	134
2024 Q4	$205K	Sell	3,284 -475	-13%	-$30.5K	0.08%	127
2024 Q3	$234K	Sell	3,759 -55	-1%	-$3.32K	0.09%	111
2024 Q2	$223K	Sell	3,814 -621	-14%	-$36.5K	0.1%	107
2024 Q1	$269K	Sell	4,435 -105	-2%	-$5.95K	0.12%	92
2023 Q4	$252K	Buy	+4,540	New	+$230K	0.12%	92

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Client 1st Advisory Group's IJH Position: Q2 2026 in Review

Client 1st Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.08% in Q2 2026, selling an estimated $440 and leaving 7,776 shares worth $600K. The position accounts for 0.16% of the portfolio, ranked #74.

Client 1st Advisory Group first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 681 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Client 1st Advisory Group held 7,776 shares of iShares Core S&P Mid-Cap ETF worth $600K as of Q2 2026.
Client 1st Advisory Group sold 6 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $440.
iShares Core S&P Mid-Cap ETF made up 0.16% of Client 1st Advisory Group's portfolio in Q2 2026, its #74 holding.
Client 1st Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
681 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.