Compass Ion Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Compass Ion 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	$1.27M	Sell	16,528 -734	-4%	-$53.9K	0.11%	100
2026 Q1	$1.17M	Buy	17,262 +1	+0%	+$69	0.11%	98
2025 Q4	$1.14M	Sell	17,261 -1,753	-9%	-$115K	0.11%	101
2025 Q3	$1.24M	Buy	19,014 +304	+2%	+$19.5K	0.12%	91
2025 Q2	$1.16M	Sell	18,710 -51	-0.3%	-$2.99K	0.13%	89
2025 Q1	$1.09M	Sell	18,761 -2,808	-13%	-$174K	0.13%	89
2024 Q4	$1.34M	Sell	21,569 -73	-0.3%	-$4.68K	0.16%	81
2024 Q3	$1.35M	Buy	21,642 +13,928	+181%	+$840K	0.17%	79
2024 Q2	$469K	Hold	7,714	–	–	0.07%	149
2024 Q1	$469K	Buy	7,714 +9	+0.1%	+$510	0.07%	150
2023 Q4	$427K	Sell	7,705 -10	-0.1%	-$507	0.07%	153
2023 Q3	$385K	Buy	+7,715	New	+$404K	0.07%	156

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

Compass Ion Advisors's IJH Position: Q2 2026 in Review

Compass Ion Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.3% in Q2 2026, selling an estimated $53.9K and leaving 16,528 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #100.

Compass Ion Advisors first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.35M in Q3 2024. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Compass Ion Advisors held 16,528 shares of iShares Core S&P Mid-Cap ETF worth $1.27M as of Q2 2026.
Compass Ion Advisors sold 734 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $53.9K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Compass Ion Advisors's portfolio in Q2 2026, its #100 holding.
Compass Ion Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Compass Ion Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.35M in Q3 2024.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.