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

Community Financial Services Group’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	$193K	Buy	2,520 +185	+8%	+$13.6K	0.03%	130
2026 Q1	$159K	Buy	+2,335	New	+$162K	0.03%	128
2025 Q1	–	Sell	-5,608	Closed	-$349K	–	104
2024 Q4	$349K	Sell	5,608 -23,631	-81%	-$1.52M	0.07%	99
2024 Q3	$1.82M	Sell	29,239 -797	-3%	-$48.1K	0.37%	65
2024 Q2	$1.76M	Buy	30,036 +311	+1%	+$18.3K	0.38%	66
2024 Q1	$1.81M	Buy	+29,725	New	+$1.68M	0.41%	67
2015 Q4	–	Sell	-1,465	Closed	-$40K	–	140
2015 Q3	$40K	Hold	1,465	–	–	0.02%	135
2015 Q2	$44K	Hold	1,465	–	–	0.02%	140
2015 Q1	$45K	Hold	1,465	–	–	0.02%	135
2014 Q4	$42K	Buy	+1,465	New	+$41.2K	0.02%	142

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

Community Financial Services Group's IJH Position: Q2 2026 in Review

Community Financial Services Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.9% in Q2 2026, buying an estimated $13.6K and bringing the position to 2,520 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #130.

Community Financial Services Group first reported a position in IJH in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.82M in Q3 2024. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Community Financial Services Group held 2,520 shares of iShares Core S&P Mid-Cap ETF worth $193K as of Q2 2026.
Community Financial Services Group bought 185 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $13.6K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #130 holding.
Community Financial Services Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 10 quarters since.
Community Financial Services Group's iShares Core S&P Mid-Cap ETF position peaked at $1.82M in Q3 2024.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.