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

Colony Family Offices’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	$3.15M	Hold	40,862	–	–	0.69%	21
2026 Q1	$2.76M	Sell	40,862 -115	-0.3%	-$7.98K	0.68%	21
2025 Q4	$2.7M	Hold	40,977	–	–	0.68%	22
2025 Q3	$2.67M	Sell	40,977 -40,862	-50%	-$2.63M	0.69%	23
2025 Q2	$5.08M	Buy	81,839 +44,266	+118%	+$2.6M	1.31%	18
2025 Q1	$2.19M	Hold	37,573	–	–	0.68%	22
2024 Q4	$2.34M	Hold	37,573	–	–	0.74%	22
2024 Q3	$2.34M	Buy	37,573 +3,573	+11%	+$215K	0.73%	21
2024 Q2	$1.99M	Sell	34,000 -930	-3%	-$54.6K	0.64%	26
2024 Q1	$2.12M	Hold	34,930	–	–	0.69%	23
2023 Q4	$1.94M	Buy	34,930 +25	+0.1%	+$1.27K	0.67%	24
2023 Q3	$1.75M	Buy	34,905 +425	+1%	+$22.3K	0.75%	16
2023 Q2	$1.8M	Hold	34,480	–	–	0.76%	16
2023 Q1	$1.73M	Sell	34,480 -30	-0.1%	-$1.53K	0.66%	21
2022 Q4	$1.67M	Buy	34,510 +805	+2%	+$38.9K	0.7%	20
2022 Q3	$1.48M	Buy	+33,705	New	+$1.63M	0.64%	22

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

Colony Family Offices's IJH Position: Q2 2026 in Review

Colony Family Offices held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 40,862 shares worth $3.15M. The position accounts for 0.69% of the portfolio, ranked #21.

Colony Family Offices first reported a position in IJH in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.08M in Q2 2025. 2,721 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Colony Family Offices held 40,862 shares of iShares Core S&P Mid-Cap ETF worth $3.15M as of Q2 2026.
Colony Family Offices left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.69% of Colony Family Offices's portfolio in Q2 2026, its #21 holding.
Colony Family Offices first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Colony Family Offices's iShares Core S&P Mid-Cap ETF position peaked at $5.08M in Q2 2025.
2,721 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.