Courage Miller Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Courage Miller Partners’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	$1.06M	Sell	13,767 -5	-0%	-$367	0.28%	41
2026 Q1	$930K	Buy	13,772 +84	+0.6%	+$5.83K	0.26%	45
2025 Q4	$903K	Buy	13,688 +150	+1%	+$9.83K	0.27%	40
2025 Q3	$884K	Sell	13,538 -162	-1%	-$10.4K	0.26%	40
2025 Q2	$850K	Buy	13,700 +1,109	+9%	+$65.1K	0.27%	42
2025 Q1	$735K	Buy	12,591 +297	+2%	+$18.4K	0.25%	43
2024 Q4	$766K	Buy	12,294 +29	+0.2%	+$1.86K	0.26%	44
2024 Q3	$764K	Sell	12,265 -54	-0.4%	-$3.26K	0.26%	44
2024 Q2	$721K	Buy	12,319 +19	+0.2%	+$1.12K	0.26%	44
2024 Q1	$747K	Sell	12,300 -350	-3%	-$19.8K	0.26%	45
2023 Q4	$701K	Sell	12,650 -2,045	-14%	-$104K	0.27%	43
2023 Q3	$733K	Buy	14,695 +1,210	+9%	+$63.4K	0.3%	42
2023 Q2	$705K	Sell	13,485 -20	-0.1%	-$994	0.29%	45
2023 Q1	$676K	Sell	13,505 -985	-7%	-$50.2K	0.29%	44
2022 Q4	$701K	Sell	14,490 -275	-2%	-$13.3K	0.32%	40
2022 Q3	$647K	Buy	14,765 +25	+0.2%	+$1.21K	0.33%	40
2022 Q2	$667K	Buy	14,740 +55	+0.4%	+$2.71K	0.32%	42
2022 Q1	$788K	Buy	14,685 +25	+0.2%	+$1.33K	0.31%	40
2021 Q4	$830K	Sell	14,660 -195	-1%	-$10.9K	0.31%	45
2021 Q3	$782K	Sell	14,855 -710	-5%	-$38.2K	0.31%	47
2021 Q2	$837K	Buy	15,565 +630	+4%	+$34K	0.34%	45
2021 Q1	$777K	Sell	14,935 -625	-4%	-$31.2K	0.34%	46
2020 Q4	$715K	Sell	15,560 -1,265	-8%	-$53.3K	0.33%	47
2020 Q3	$598K	Buy	16,825 +5	+0%	+$187	0.32%	49
2020 Q2	$598K	Sell	16,820 -25	-0.1%	-$830	0.32%	49
2020 Q1	$484K	Buy	16,845 +1,105	+7%	+$41.1K	0.3%	52
2019 Q4	$648K	Buy	15,740 +135	+0.9%	+$5.35K	0.33%	48
2019 Q3	$603K	Sell	15,605 -120	-0.8%	-$4.61K	0.33%	49
2019 Q2	$611K	Buy	15,725 +110	+0.7%	+$4.22K	0.34%	50
2019 Q1	$591K	Buy	15,615 +95	+0.6%	+$3.51K	0.33%	52
2018 Q4	$515K	Buy	15,520 +850	+6%	+$31K	0.31%	53
2018 Q3	$591K	Buy	14,670 +35	+0.2%	+$1.41K	0.34%	53
2018 Q2	$570K	Buy	14,635 +135	+0.9%	+$5.21K	0.34%	51
2018 Q1	$544K	Sell	14,500 -110	-0.8%	-$4.21K	0.33%	52
2017 Q4	$554K	Buy	14,610 +190	+1%	+$7.03K	0.34%	52
2017 Q3	$516K	Buy	14,420 +115	+0.8%	+$4K	0.32%	52
2017 Q2	$498K	Sell	14,305 -100	-0.7%	-$3.45K	0.33%	50
2017 Q1	$493K	Buy	14,405 +2,410	+20%	+$82K	0.34%	50
2016 Q4	$397K	Buy	11,995 +445	+4%	+$14.1K	0.28%	55
2016 Q3	$357K	Buy	11,550 +60	+0.5%	+$1.85K	0.25%	55
2016 Q2	$343K	Sell	11,490 -7,050	-38%	-$207K	0.25%	56
2016 Q1	$535K	Buy	18,540 +510	+3%	+$13.6K	0.37%	48
2015 Q4	$502K	Buy	18,030 +7,325	+68%	+$209K	0.35%	49
2015 Q3	$292K	Buy	10,705 +205	+2%	+$5.96K	0.22%	56
2015 Q2	$315K	Sell	10,500 -1,240	-11%	-$37.8K	0.23%	53
2015 Q1	$357K	Buy	11,740 +2,570	+28%	+$76K	0.27%	51
2014 Q4	$266K	Sell	9,170 -65	-0.7%	-$1.83K	0.22%	52
2014 Q3	$253K	Sell	9,235 -40	-0.4%	-$1.13K	0.2%	53
2014 Q2	$265K	Sell	9,275 -150	-2%	-$4.12K	0.19%	56
2014 Q1	$259K	Buy	+9,425	New	+$254K	0.2%	52

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

Courage Miller Partners's IJH Position: Q2 2026 in Review

Courage Miller Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.04% in Q2 2026, selling an estimated $367 and leaving 13,767 shares worth $1.06M. The position accounts for 0.28% of the portfolio, ranked #41.

Courage Miller Partners first reported a position in IJH in Q1 2014 and has held it in 50 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Courage Miller Partners held 13,767 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q2 2026.
Courage Miller Partners sold 5 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $367.
iShares Core S&P Mid-Cap ETF made up 0.28% of Courage Miller Partners's portfolio in Q2 2026, its #41 holding.
Courage Miller Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and has held it in 50 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.