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

Concurrent Investment 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	$63.7M	Buy	825,602 +286,780	+53%	+$21M	0.54%	26
2026 Q1	$36.4M	Buy	538,822 +13,982	+3%	+$970K	0.4%	46
2025 Q4	$34.6M	Buy	524,840 +25,428	+5%	+$1.67M	0.39%	47
2025 Q3	$32.6M	Buy	499,412 +664	+0.1%	+$42.7K	0.56%	34
2025 Q2	$30.9M	Buy	498,748 +120,221	+32%	+$7.06M	0.6%	29
2025 Q1	$22.1M	Sell	378,527 -30,905	-8%	-$1.92M	0.54%	33
2024 Q4	$25.5M	Sell	409,432 -40,687	-9%	-$2.61M	0.69%	28
2024 Q3	$28.1M	Buy	450,119 +17,542	+4%	+$1.06M	0.83%	20
2024 Q2	$25.3M	Buy	432,577 +13,361	+3%	+$785K	0.83%	19
2024 Q1	$25.5M	Buy	419,216 +12,306	+3%	+$697K	1.03%	16
2023 Q4	$22.6M	Buy	+406,910	New	+$20.6M	1.07%	12

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

Concurrent Investment Advisors's IJH Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 53% in Q2 2026, buying an estimated $21M and bringing the position to 825,602 shares worth $63.7M. The position accounts for 0.54% of the portfolio, ranked #26.

Concurrent Investment Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Concurrent Investment Advisors held 825,602 shares of iShares Core S&P Mid-Cap ETF worth $63.7M as of Q2 2026.
Concurrent Investment Advisors bought 286,780 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $21M.
iShares Core S&P Mid-Cap ETF made up 0.54% of Concurrent Investment Advisors's portfolio in Q2 2026, its #26 holding.
Concurrent Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.