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

CoreCap 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 		$19.7M Buy
255,627
+6,641
+3% +$487K 0.58% 27
2026
Q1 		$16.8M Buy
248,986
+9,772
+4% +$678K 0.57% 29
2025
Q4 		$15.8M Buy
239,214
+3,418
+1% +$224K 0.55% 32
2025
Q3 		$15.4M Buy
235,796
+1,531
+0.7% +$98.4K 0.56% 28
2025
Q2 		$14.5M Buy
234,265
+8,045
+4% +$472K 0.58% 25
2025
Q1 		$13.2M Sell
226,220
-3,325
-1% -$206K 0.58% 30
2024
Q4 		$14.3M Buy
229,545
+22,091
+11% +$1.42M 0.65% 25
2024
Q3 		$12.9M Buy
+207,454
New +$12.5M 0.61% 24
2024
Q2 		– Sell
-201,792
Closed -$12.3M – 2070
2024
Q1 		$12.3M Buy
201,792
+3,942
+2% +$223K 0.65% 25
2023
Q4 		$11M Buy
197,850
+2,285
+1% +$116K 0.71% 28
2023
Q3 		$9.75M Buy
195,565
+20
+0% +$1.05K 0.7% 33
2023
Q2 		$10.2M Buy
+195,545
New +$9.72M 0.73% 26
2022
Q4 		$8.92M Buy
184,405
+11,835
+7% +$572K 0.64% 30
2022
Q3 		$7.57M Buy
172,570
+14,835
+9% +$717K 0.64% 34
2022
Q2 		$7.14M Buy
157,735
+15,415
+11% +$761K 0.56% 37
2022
Q1 		$7.64M Buy
142,320
+11,275
+9% +$600K 0.53% 39
2021
Q4 		$7.42M Buy
+131,045
New +$7.29M 0.5% 40

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

CoreCap Advisors's IJH Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, buying an estimated $487K and bringing the position to 255,627 shares worth $19.7M. The position accounts for 0.58% of the portfolio, ranked #27.

CoreCap Advisors first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. 852 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • CoreCap Advisors held 255,627 shares of iShares Core S&P Mid-Cap ETF worth $19.7M as of Q2 2026.
  • CoreCap Advisors bought 6,641 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $487K.
  • iShares Core S&P Mid-Cap ETF made up 0.58% of CoreCap Advisors's portfolio in Q2 2026, its #27 holding.
  • CoreCap Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 852 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.