Clune & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Clune & Associates’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	$2.64M	Sell	34,217 -7,198	-17%	-$528K	0.4%	47
2026 Q1	$2.8M	Buy	41,415 +1,206	+3%	+$83.7K	0.53%	48
2025 Q4	$2.65M	Buy	40,209 +8,136	+25%	+$533K	0.57%	49
2025 Q3	$2.09M	Buy	32,073 +2,883	+10%	+$185K	0.52%	54
2025 Q2	$1.81M	Buy	29,190 +2,597	+10%	+$152K	0.5%	56
2025 Q1	$1.55M	Buy	26,593 +3,826	+17%	+$238K	0.48%	60
2024 Q4	$1.42M	Buy	+22,767	New	+$1.46M	0.47%	60

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

LWMT

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

Clune & Associates's IJH Position: Q2 2026 in Review

Clune & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2026, selling an estimated $528K and leaving 34,217 shares worth $2.64M. The position accounts for 0.4% of the portfolio, ranked #47.

Clune & Associates first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.8M in Q1 2026. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Clune & Associates held 34,217 shares of iShares Core S&P Mid-Cap ETF worth $2.64M as of Q2 2026.
Clune & Associates sold 7,198 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $528K.
iShares Core S&P Mid-Cap ETF made up 0.4% of Clune & Associates's portfolio in Q2 2026, its #47 holding.
Clune & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares Core S&P Mid-Cap ETF position peaked at $2.8M in Q1 2026.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.