Constellation Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Constellation Investments’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	$35.1M	Hold	455,000	–	–	1.1%	13
2026 Q1	$30.7M	Sell	455,000 -965,000	-68%	-$66.9M	1.02%	13
2025 Q4	$93.7M	Sell	1,420,000 -85,000	-6%	-$5.57M	2.89%	7
2025 Q3	$98.2M	Sell	1,505,000 -635,000	-30%	-$40.8M	4.59%	5
2025 Q2	$133M	Sell	2,140,000 -642,000	-23%	-$37.7M	6.14%	4
2025 Q1	$162M	Buy	2,782,000 +1,233,000	+80%	+$76.6M	7.71%	4
2024 Q4	$96.5M	Buy	+1,549,000	New	+$99.3M	4.39%	6

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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Constellation Investments's IJH Position: Q2 2026 in Review

Constellation Investments held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 455,000 shares worth $35.1M. The position accounts for 1.1% of the portfolio, ranked #13.

Constellation Investments first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $162M in Q1 2025. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Constellation Investments held 455,000 shares of iShares Core S&P Mid-Cap ETF worth $35.1M as of Q2 2026.
Constellation Investments left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 1.1% of Constellation Investments's portfolio in Q2 2026, its #13 holding.
Constellation Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Constellation Investments's iShares Core S&P Mid-Cap ETF position peaked at $162M in Q1 2025.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Constellation Investments's 13F filing for Q2 2026, filed 17 Jul 2026.