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

Conservest Capital 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 		$900K Buy
11,671
+12
+0.1% +$880 0.07% 71
2026
Q1 		$787K Buy
11,659
+10
+0.1% +$694 0.07% 71
2025
Q4 		$769K Sell
11,649
-1,184
-9% -$77.6K 0.07% 71
2025
Q3 		$837K Sell
12,833
-694
-5% -$44.6K 0.08% 63
2025
Q2 		$839K Sell
13,527
-5,201
-28% -$305K 0.08% 56
2025
Q1 		$1.09M Buy
18,728
+4,362
+30% +$271K 0.11% 46
2024
Q4 		$895K Buy
14,366
+110
+0.8% +$7.05K 0.09% 51
2024
Q3 		$866K Hold
14,256
– – 0.09% 52
2024
Q2 		$866K Hold
14,256
– – 0.09% 52
2024
Q1 		$866K Sell
14,256
-249
-2% -$14.1K 0.09% 52
2023
Q4 		$804K Buy
14,505
+60
+0.4% +$3.04K 0.09% 56
2023
Q3 		$720K Hold
14,445
– – 0.09% 52
2023
Q2 		$756K Buy
14,445
+15
+0.1% +$745 0.09% 53
2023
Q1 		$722K Buy
14,430
+3,070
+27% +$156K 0.09% 51
2022
Q4 		$549K Buy
+11,360
New +$549K 0.07% 55
2022
Q3 		– Sell
-11,625
Closed -$562K – 52
2022
Q2 		$526K Sell
11,625
-290
-2% -$14.3K 0.07% 54
2022
Q1 		$639K Buy
11,915
+60
+0.5% +$3.19K 0.07% 53
2021
Q4 		$671K Buy
11,855
+65
+0.6% +$3.62K 0.07% 56
2021
Q3 		$620K Buy
11,790
+35
+0.3% +$1.88K 0.07% 50
2021
Q2 		$632K Buy
11,755
+35
+0.3% +$1.89K 0.07% 49
2021
Q1 		$610K Buy
11,720
+30
+0.3% +$1.5K 0.07% 48
2020
Q4 		$537K Buy
11,690
+135
+1% +$5.69K 0.06% 54
2020
Q3 		$428K Buy
11,555
+60
+0.5% +$2.24K 0.06% 55
2020
Q2 		$409K Buy
11,495
+55
+0.5% +$1.83K 0.06% 54
2020
Q1 		$329K Buy
11,440
+10
+0.1% +$372 0.05% 52
2019
Q4 		$471K Buy
11,430
+55
+0.5% +$2.18K 0.06% 58
2019
Q3 		$440K Sell
11,375
-170
-1% -$6.53K 0.06% 58
2019
Q2 		$449K Buy
11,545
+30
+0.3% +$1.15K 0.07% 58
2019
Q1 		$436K Buy
11,515
+25
+0.2% +$923 0.07% 56
2018
Q4 		$382K Sell
11,490
-1,595
-12% -$58.2K 0.06% 57
2018
Q3 		$527K Sell
13,085
-2,465
-16% -$99.1K 0.08% 54
2018
Q2 		$606K Hold
15,550
– – 0.09% 50
2018
Q1 		$583K Sell
15,550
-310
-2% -$11.9K 0.13% 44
2017
Q4 		$602K Buy
15,860
+240
+2% +$8.88K 0.12% 45
2017
Q3 		$559K Sell
15,620
-140
-0.9% -$4.88K 0.09% 57
2017
Q2 		$548K Buy
15,760
+5
+0% +$173 0.12% 43
2017
Q1 		$540K Buy
+15,755
New +$536K 0.11% 44

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Conservest Capital Advisors's IJH Position: Q2 2026 in Review

Conservest Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.1% in Q2 2026, buying an estimated $880 and bringing the position to 11,671 shares worth $900K. The position accounts for 0.07% of the portfolio, ranked #71.

Conservest Capital Advisors first reported a position in IJH in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.09M in Q1 2025. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Conservest Capital Advisors held 11,671 shares of iShares Core S&P Mid-Cap ETF worth $900K as of Q2 2026.
  • Conservest Capital Advisors bought 12 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $880.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Conservest Capital Advisors's portfolio in Q2 2026, its #71 holding.
  • Conservest Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • Conservest Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.09M in Q1 2025.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.