Cornerstone Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cornerstone Advisory’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	$247K	Buy	3,208 +4	+0.1%	+$293	0.02%	239
2026 Q1	$216K	Buy	3,204 +3	+0.1%	+$208	0.02%	245
2025 Q4	$211K	Buy	3,201 +8	+0.3%	+$524	0.02%	238
2025 Q3	$208K	Buy	+3,193	New	+$205K	0.02%	235
2022 Q1	–	Sell	-3,255	Closed	-$184K	–	468
2021 Q4	$184K	Buy	+3,255	New	+$181K	0.03%	264
2020 Q1	–	Sell	-5,125	Closed	-$211K	–	166
2019 Q4	$211K	Buy	+5,125	New	+$203K	0.04%	158
2019 Q3	–	Sell	-5,625	Closed	-$219K	–	163
2019 Q2	$219K	Sell	5,625 -50	-0.9%	-$1.92K	0.05%	145
2019 Q1	$215K	Sell	5,675 -750	-12%	-$27.7K	0.05%	145
2018 Q4	$213K	Sell	6,425 -2,500	-28%	-$91.2K	0.06%	137
2018 Q3	$359K	Hold	8,925	–	–	0.11%	113
2018 Q2	$348K	Sell	8,925 -9,900	-53%	-$382K	0.11%	109
2018 Q1	$706K	Sell	18,825 -33,870	-64%	-$1.3M	0.25%	73
2017 Q4	$2M	Buy	52,695 +1,245	+2%	+$46K	0.69%	35
2017 Q3	$1.84M	Buy	51,450 +2,500	+5%	+$87.1K	0.62%	36
2017 Q2	$1.7M	Buy	+48,950	New	+$1.69M	0.57%	37

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cornerstone Advisory's IJH Position: Q2 2026 in Review

Cornerstone Advisory increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q2 2026, buying an estimated $293 and bringing the position to 3,208 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #239.

Cornerstone Advisory first reported a position in IJH in Q2 2017 and has held it in 15 quarters since. The position peaked at $2M in Q4 2017. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cornerstone Advisory held 3,208 shares of iShares Core S&P Mid-Cap ETF worth $247K as of Q2 2026.
Cornerstone Advisory bought 4 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $293.
iShares Core S&P Mid-Cap ETF made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #239 holding.
Cornerstone Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 15 quarters since.
Cornerstone Advisory's iShares Core S&P Mid-Cap ETF position peaked at $2M in Q4 2017.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.