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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$258K Sell
3,342
-376
-10% -$27.6K 0.18% 37
2026
Q1
$251K Sell
3,718
-148
-4% -$10.3K 0.19% 34
2025
Q4
$255K Buy
3,866
+204
+6% +$13.4K 0.19% 34
2025
Q3
$239K Buy
+3,662
New +$235K 0.18% 39
2025
Q1
$132K Buy
2,256
+979
+77% +$60.8K 0.11% 48
2024
Q4
$79.6K Buy
+1,277
New +$81.9K 0.07% 57

Other funds holding IJH

Collier Financial's IJH Position: Q2 2026 in Review

Collier Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q2 2026, selling an estimated $27.6K and leaving 3,342 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #37.

Collier Financial first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Collier Financial held 3,342 shares of iShares Core S&P Mid-Cap ETF worth $258K as of Q2 2026.
  • Collier Financial sold 376 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $27.6K.
  • iShares Core S&P Mid-Cap ETF made up 0.18% of Collier Financial's portfolio in Q2 2026, its #37 holding.
  • Collier Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.