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

Curran Financial 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	$361K	Buy	4,687 +1,023	+28%	+$75.1K	0.05%	98
2026 Q1	$247K	Buy	3,664 +3	+0.1%	+$208	0.04%	110
2025 Q4	$242K	Sell	3,661 -171	-4%	-$11.2K	0.05%	109
2025 Q3	$250K	Buy	3,832 +89	+2%	+$5.72K	0.05%	118
2025 Q2	$232K	Buy	+3,743	New	+$220K	0.05%	109

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 22.9% 1-Year Est. Return

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

Curran Financial Partners's IJH Position: Q2 2026 in Review

Curran Financial Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 28% in Q2 2026, buying an estimated $75.1K and bringing the position to 4,687 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #98.

Curran Financial Partners first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Curran Financial Partners held 4,687 shares of iShares Core S&P Mid-Cap ETF worth $361K as of Q2 2026.
Curran Financial Partners bought 1,023 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $75.1K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Curran Financial Partners's portfolio in Q2 2026, its #98 holding.
Curran Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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