Cooper Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cooper Financial Group’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	$2.07M	Sell	26,861 -2,789	-9%	-$205K	0.17%	106
2026 Q1	$2M	Buy	29,650 +2,361	+9%	+$164K	0.2%	96
2025 Q4	$1.8M	Buy	27,289 +577	+2%	+$37.8K	0.19%	92
2025 Q3	$1.74M	Buy	26,712 +1,683	+7%	+$108K	0.19%	89
2025 Q2	$1.55M	Sell	25,029 -4,325	-15%	-$254K	0.18%	98
2025 Q1	$1.71M	Buy	29,354 +2,208	+8%	+$137K	0.23%	93
2024 Q4	$1.69M	Sell	27,146 -983	-3%	-$63K	0.2%	92
2024 Q3	$1.75M	Sell	28,129 -1,160	-4%	-$70K	0.23%	76
2024 Q2	$1.71M	Buy	29,289 +1,481	+5%	+$87K	0.25%	74
2024 Q1	$1.69M	Buy	27,808 +1,238	+5%	+$70.1K	0.28%	71
2023 Q4	$1.47M	Sell	26,570 -7,125	-21%	-$361K	0.27%	70
2023 Q3	$1.68M	Buy	33,695 +3,545	+12%	+$186K	0.4%	53
2023 Q2	$1.58M	Sell	30,150 -1,435	-5%	-$71.3K	0.39%	59
2023 Q1	$1.58M	Buy	31,585 +920	+3%	+$46.9K	0.43%	54
2022 Q4	$1.48M	Sell	30,665 -11,050	-26%	-$534K	0.45%	53
2022 Q3	$1.83M	Sell	41,715 -3,290	-7%	-$159K	0.66%	33
2022 Q2	$2.04M	Buy	45,005 +55	+0.1%	+$2.71K	0.74%	30
2022 Q1	$2.41M	Sell	44,950 -5,605	-11%	-$298K	0.92%	21
2021 Q4	$2.86M	Buy	50,555 +13,780	+37%	+$767K	1.08%	18
2021 Q3	$1.94M	Buy	36,775 +30,840	+520%	+$1.66M	0.4%	41
2021 Q2	$319K	Buy	5,935 +290	+5%	+$15.7K	0.06%	178
2021 Q1	$294K	Sell	5,645 -2,040	-27%	-$102K	0.07%	183
2020 Q4	$353K	Sell	7,685 -7,185	-48%	-$303K	0.07%	192
2020 Q3	$551K	Sell	14,870 -6,560	-31%	-$245K	0.16%	94
2020 Q2	$762K	Buy	21,430 +4,570	+27%	+$152K	0.25%	60
2020 Q1	$485K	Buy	16,860 +8,185	+94%	+$304K	0.2%	70
2019 Q4	$357K	Buy	8,675 +160	+2%	+$6.34K	0.14%	92
2019 Q3	$329K	Buy	8,515 +10	+0.1%	+$384	0.15%	90
2019 Q2	$330K	Buy	8,505 +65	+0.8%	+$2.49K	0.16%	85
2019 Q1	$320K	Sell	8,440 -5,140	-38%	-$190K	0.18%	73
2018 Q4	$451K	Buy	+13,580	New	+$495K	0.31%	53

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

Cooper Financial Group's IJH Position: Q2 2026 in Review

Cooper Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.4% in Q2 2026, selling an estimated $205K and leaving 26,861 shares worth $2.07M. The position accounts for 0.17% of the portfolio, ranked #106.

Cooper Financial Group first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.86M in Q4 2021. 922 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cooper Financial Group held 26,861 shares of iShares Core S&P Mid-Cap ETF worth $2.07M as of Q2 2026.
Cooper Financial Group sold 2,789 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $205K.
iShares Core S&P Mid-Cap ETF made up 0.17% of Cooper Financial Group's portfolio in Q2 2026, its #106 holding.
Cooper Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Cooper Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $2.86M in Q4 2021.
922 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.