Cypress Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cypress Capital Advisors’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	$392K	Sell	5,087 -275	-5%	-$20.2K	0.16%	64
2026 Q1	$362K	Sell	5,362 -3,635	-40%	-$252K	0.2%	59
2025 Q4	$594K	Hold	8,997	–	–	0.32%	49
2025 Q3	$587K	Hold	8,997	–	–	0.33%	50
2025 Q2	$558K	Buy	8,997 +13	+0.1%	+$763	0.35%	49
2025 Q1	$524K	Buy	8,984 +18	+0.2%	+$1.12K	0.36%	51
2024 Q4	$559K	Buy	+8,966	New	+$575K	0.44%	42

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

Cypress Capital Advisors's IJH Position: Q2 2026 in Review

Cypress Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.1% in Q2 2026, selling an estimated $20.2K and leaving 5,087 shares worth $392K. The position accounts for 0.16% of the portfolio, ranked #64.

Cypress Capital Advisors first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $594K in Q4 2025. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cypress Capital Advisors held 5,087 shares of iShares Core S&P Mid-Cap ETF worth $392K as of Q2 2026.
Cypress Capital Advisors sold 275 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.2K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Cypress Capital Advisors's portfolio in Q2 2026, its #64 holding.
Cypress Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $594K in Q4 2025.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.