Collective Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Collective Family Office’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	$1.3M	Sell	16,892 -56	-0.3%	-$4.11K	0.27%	69
2026 Q1	$1.14M	Sell	16,948 -651	-4%	-$45.2K	0.26%	68
2025 Q4	$1.16M	Buy	17,599 +534	+3%	+$35K	0.27%	72
2025 Q3	$1.11M	Sell	17,065 -584	-3%	-$37.5K	0.27%	74
2025 Q2	$1.09M	Sell	17,649 -16	-0.1%	-$939	0.28%	70
2025 Q1	$1.03M	Sell	17,665 -252	-1%	-$15.6K	0.28%	70
2024 Q4	$1.12M	Hold	17,917	–	–	0.31%	67
2024 Q3	$1.12M	Sell	17,917 -635	-3%	-$38.3K	0.3%	68
2024 Q2	$1.09M	Buy	18,552 +687	+4%	+$40.4K	0.32%	72
2024 Q1	$1.09M	Buy	17,865 +1,700	+11%	+$96.2K	0.35%	67
2023 Q4	$896K	Buy	16,165 +130	+0.8%	+$6.59K	0.32%	67
2023 Q3	$800K	Buy	16,035 +255	+2%	+$13.4K	0.31%	69
2023 Q2	$825K	Buy	15,780 +325	+2%	+$16.2K	0.32%	67
2023 Q1	$773K	Buy	15,455 +4,035	+35%	+$206K	0.32%	71
2022 Q4	$552K	Sell	11,420 -6,620	-37%	-$320K	0.25%	86
2022 Q3	$791K	Buy	18,040 +55	+0.3%	+$2.66K	0.39%	66
2022 Q2	$814K	Sell	17,985 -2,325	-11%	-$115K	0.35%	76
2022 Q1	$1.09M	Hold	20,310	–	–	0.42%	63
2021 Q4	$1.15M	Sell	20,310 -1,380	-6%	-$76.8K	0.45%	63
2021 Q3	$1.14M	Hold	21,690	–	–	0.49%	55
2021 Q2	$1.17M	Hold	21,690	–	–	0.5%	55
2021 Q1	$1.13M	Sell	21,690 -285	-1%	-$14.2K	0.55%	50
2020 Q4	$1.01M	Buy	+21,975	New	+$926K	0.56%	56

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Collective Family Office's IJH Position: Q2 2026 in Review

Collective Family Office reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.33% in Q2 2026, selling an estimated $4.11K and leaving 16,892 shares worth $1.3M. The position accounts for 0.27% of the portfolio, ranked #69.

Collective Family Office first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Collective Family Office held 16,892 shares of iShares Core S&P Mid-Cap ETF worth $1.3M as of Q2 2026.
Collective Family Office sold 56 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.11K.
iShares Core S&P Mid-Cap ETF made up 0.27% of Collective Family Office's portfolio in Q2 2026, its #69 holding.
Collective Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.