Consolidated Portfolio Review Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Consolidated Portfolio Review Corp’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	$66.5M	Sell	862,600 -36,550	-4%	-$2.68M	5.54%	5
2026 Q1	$60.7M	Hold	899,150	–	–	5.54%	5
2025 Q4	$59.3M	Buy	899,150 +860,200	+2,208%	+$56.3M	5.13%	6
2025 Q3	$2.54M	Sell	38,950 -6,586	-14%	-$423K	0.32%	81
2025 Q2	$2.82M	Buy	45,536 +1,531	+3%	+$89.9K	0.39%	61
2025 Q1	$2.57M	Buy	44,005 +2,178	+5%	+$135K	0.41%	64
2024 Q4	$2.61M	Buy	41,827 +2,451	+6%	+$157K	0.41%	64
2024 Q3	$2.45M	Buy	39,376 +797	+2%	+$48.1K	0.55%	40
2024 Q2	$2.26M	Sell	38,579 -14,000	-27%	-$822K	0.53%	47
2024 Q1	$3.19M	Sell	52,579 -2,621	-5%	-$148K	0.84%	28
2023 Q4	$3.06M	Buy	55,200 +835	+2%	+$42.4K	0.7%	32
2023 Q3	$2.71M	Buy	54,365 +1,860	+4%	+$97.5K	0.66%	31
2023 Q2	$2.75M	Sell	52,505 -2,995	-5%	-$149K	0.65%	35
2023 Q1	$2.78M	Buy	+55,500	New	+$2.83M	0.75%	29

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

Consolidated Portfolio Review Corp's IJH Position: Q2 2026 in Review

Consolidated Portfolio Review Corp reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q2 2026, selling an estimated $2.68M and leaving 862,600 shares worth $66.5M. The position accounts for 5.54% of the portfolio, ranked #5.

Consolidated Portfolio Review Corp first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Consolidated Portfolio Review Corp held 862,600 shares of iShares Core S&P Mid-Cap ETF worth $66.5M as of Q2 2026.
Consolidated Portfolio Review Corp sold 36,550 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.68M.
iShares Core S&P Mid-Cap ETF made up 5.54% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #5 holding.
Consolidated Portfolio Review Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.