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

Colton Groome Financial Advisors’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	$13.3M	Buy	172,145 +5,926	+4%	+$435K	3.21%	6
2026 Q1	$11.2M	Buy	166,219 +9,116	+6%	+$632K	3.2%	7
2025 Q4	$10.4M	Buy	157,103 +10,505	+7%	+$688K	2.97%	7
2025 Q3	$9.57M	Buy	146,598 +3,957	+3%	+$254K	2.94%	7
2025 Q2	$8.85M	Buy	142,641 +3,657	+3%	+$215K	3%	6
2025 Q1	$7.91M	Sell	138,984 -8,460	-6%	-$525K	3.07%	7
2024 Q4	$9.19M	Buy	147,444 +7,955	+6%	+$510K	3.51%	5
2024 Q3	$8.69M	Sell	139,489 -2,833	-2%	-$171K	3.25%	5
2024 Q2	$8.33M	Buy	142,322 +8,853	+7%	+$520K	3.28%	5
2024 Q1	$8.11M	Buy	133,469 +12,654	+10%	+$716K	3.26%	5
2023 Q4	$6.7M	Buy	120,815 +990	+0.8%	+$50.2K	2.92%	6
2023 Q3	$5.98M	Buy	119,825 +13,780	+13%	+$722K	2.99%	5
2023 Q2	$5.55M	Sell	106,045 -15,990	-13%	-$795K	2.6%	8
2023 Q1	$6.11M	Sell	122,035 -23,540	-16%	-$1.2M	2.91%	8
2022 Q4	$7.04M	Buy	145,575 +19,530	+15%	+$944K	3.45%	3
2022 Q3	$5.53M	Buy	126,045 +5,675	+5%	+$274K	2.82%	4
2022 Q2	$5.45M	Buy	120,370 +77,355	+180%	+$3.82M	2.72%	6
2022 Q1	$2.31M	Sell	43,015 -27,845	-39%	-$1.48M	1.07%	25
2021 Q4	$4.01M	Buy	70,860 +40,920	+137%	+$2.28M	1.63%	19
2021 Q3	$1.57M	Sell	29,940 -160,595	-84%	-$8.64M	0.69%	31
2021 Q2	$10.2M	Sell	190,535 -102,715	-35%	-$5.55M	4.69%	6
2021 Q1	$15.3M	Buy	293,250 +54,805	+23%	+$2.74M	8.53%	1
2020 Q4	$11M	Buy	238,445 +13,835	+6%	+$583K	7.06%	1
2020 Q3	$8.32M	Buy	224,610 +139,545	+164%	+$5.22M	5.84%	5
2020 Q2	$3.02M	Buy	85,065 +59,550	+233%	+$1.98M	2.2%	15
2020 Q1	$734K	Sell	25,515 -2,875	-10%	-$107K	0.61%	30
2019 Q4	$1.17M	Sell	28,390 -2,145	-7%	-$85K	0.84%	26
2019 Q3	$1.22M	Sell	30,535 -120	-0.4%	-$4.61K	0.9%	26
2019 Q2	$1.19M	Buy	+30,655	New	+$1.17M	0.95%	18

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Colton Groome Financial Advisors's IJH Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q2 2026, buying an estimated $435K and bringing the position to 172,145 shares worth $13.3M. The position accounts for 3.21% of the portfolio, ranked #6.

Colton Groome Financial Advisors first reported a position in IJH in Q2 2019 and has held it in 29 quarters since. The position peaked at $15.3M in Q1 2021. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Colton Groome Financial Advisors held 172,145 shares of iShares Core S&P Mid-Cap ETF worth $13.3M as of Q2 2026.
Colton Groome Financial Advisors bought 5,926 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $435K.
iShares Core S&P Mid-Cap ETF made up 3.21% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #6 holding.
Colton Groome Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
Colton Groome Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $15.3M in Q1 2021.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.