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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$394K Sell
5,104
-382
-7% -$28K 0.32% 58
2026
Q1
$370K Hold
5,486
0.34% 53
2025
Q4
$362K Buy
+5,486
New +$359K 0.34% 56

Other funds holding IJH

Cornerstone Financial Management's IJH Position: Q2 2026 in Review

Cornerstone Financial Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7% in Q2 2026, selling an estimated $28K and leaving 5,104 shares worth $394K. The position accounts for 0.32% of the portfolio, ranked #58.

Cornerstone Financial Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Cornerstone Financial Management held 5,104 shares of iShares Core S&P Mid-Cap ETF worth $394K as of Q2 2026.
  • Cornerstone Financial Management sold 382 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $28K.
  • iShares Core S&P Mid-Cap ETF made up 0.32% of Cornerstone Financial Management's portfolio in Q2 2026, its #58 holding.
  • Cornerstone Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.