CX Institutional’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CX Institutional’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	$13M	Buy	168,876 +1,735	+1%	+$127K	0.38%	54
2026 Q1	$11.3M	Buy	167,141 +2,994	+2%	+$208K	0.34%	61
2025 Q4	$10.8M	Buy	164,147 +3,980	+2%	+$261K	0.32%	68
2025 Q3	$10.5M	Buy	160,167 +5,279	+3%	+$339K	0.32%	66
2025 Q2	$9.61M	Sell	154,888 -13,074	-8%	-$767K	0.34%	58
2025 Q1	$9.8M	Buy	167,962 +19,944	+13%	+$1.24M	0.37%	65
2024 Q4	$9.22M	Buy	148,018 +16,123	+12%	+$1.03M	0.37%	61
2024 Q3	$8.22M	Sell	131,895 -92,321	-41%	-$5.57M	0.36%	74
2024 Q2	$13.1M	Buy	224,216 +79,548	+55%	+$4.67M	0.62%	50
2024 Q1	$8.79M	Buy	144,668 +878	+0.6%	+$49.7K	0.42%	61
2023 Q4	$7.97M	Buy	143,790 +66,955	+87%	+$3.4M	0.43%	68
2023 Q3	$3.83M	Buy	76,835 +8,340	+12%	+$437K	0.21%	120
2023 Q2	$3.58M	Sell	68,495 -4,915	-7%	-$244K	0.19%	161
2023 Q1	$3.67M	Buy	73,410 +3,455	+5%	+$176K	0.2%	159
2022 Q4	$3.38M	Buy	69,955 +28,230	+68%	+$1.36M	0.21%	142
2022 Q3	$1.83M	Sell	41,725 -34,550	-45%	-$1.67M	0.13%	199
2022 Q2	$3.45M	Buy	+76,275	New	+$3.77M	0.26%	94
2021 Q4	–	Sell	-1,045	Closed	-$55K	–	614
2021 Q3	$55K	Sell	1,045 -1,780	-63%	-$95.8K	﹤0.01%	561
2021 Q2	$152K	Sell	2,825 -1,050	-27%	-$56.7K	0.01%	375
2021 Q1	$202K	Buy	3,875 +1,050	+37%	+$52.4K	0.02%	304
2020 Q4	$130K	Sell	2,825 -150	-5%	-$6.32K	0.01%	324
2020 Q3	$110K	Buy	2,975 +150	+5%	+$5.61K	0.01%	306
2020 Q2	$100K	Hold	2,825	–	–	0.01%	291
2020 Q1	$81K	Buy	2,825 +2,765	+4,608%	+$103K	0.01%	282
2019 Q4	$2K	Sell	60 -335	-85%	-$13.3K	﹤0.01%	664
2019 Q3	$15K	Sell	395 -13,175	-97%	-$506K	﹤0.01%	407
2019 Q2	$527K	Buy	+13,570	New	+$520K	0.08%	161
2019 Q1	–	Sell	-27,540	Closed	-$915K	–	800
2018 Q4	$915K	Buy	+27,540	New	+$1M	0.19%	94

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

CX Institutional's IJH Position: Q2 2026 in Review

CX Institutional increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q2 2026, buying an estimated $127K and bringing the position to 168,876 shares worth $13M. The position accounts for 0.38% of the portfolio, ranked #54.

CX Institutional first reported a position in IJH in Q4 2018 and has held it in 28 quarters since. The position peaked at $13.1M in Q2 2024. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CX Institutional held 168,876 shares of iShares Core S&P Mid-Cap ETF worth $13M as of Q2 2026.
CX Institutional bought 1,735 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $127K.
iShares Core S&P Mid-Cap ETF made up 0.38% of CX Institutional's portfolio in Q2 2026, its #54 holding.
CX Institutional first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
CX Institutional's iShares Core S&P Mid-Cap ETF position peaked at $13.1M in Q2 2024.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.