DJYG
IJH icon

David J. Yvars Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

David J. Yvars Group’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 		$10.6M Buy
137,771
+1,253
+0.9% +$91.9K 5.01% 4
2026
Q1 		$9.22M Buy
136,518
+350
+0.3% +$24.3K 5.15% 5
2025
Q4 		$8.99M Buy
136,168
+4,226
+3% +$277K 4.78% 5
2025
Q3 		$8.61M Sell
131,942
-12,991
-9% -$835K 4.61% 5
2025
Q2 		$8.99M Buy
144,933
+58,146
+67% +$3.41M 5.27% 5
2025
Q1 		$5.06M Buy
86,787
+525
+0.6% +$32.6K 3.98% 5
2024
Q4 		$5.38M Buy
86,262
+1,251
+1% +$80.2K 3.28% 8
2024
Q3 		$5.3M Sell
85,011
-8,040
-9% -$485K 3.28% 7
2024
Q2 		$5.45M Sell
93,051
-1,637
-2% -$96.2K 3.41% 6
2024
Q1 		$5.75M Sell
94,688
-282
-0.3% -$16K 3.88% 6
2023
Q4 		$5.26M Sell
94,970
-9,175
-9% -$465K 4.23% 6
2023
Q3 		$5.19M Sell
104,145
-2,570
-2% -$135K 4.33% 6
2023
Q2 		$5.58M Buy
106,715
+810
+0.8% +$40.3K 4.61% 5
2023
Q1 		$5.3M Buy
105,905
+12,750
+14% +$650K 4.79% 3
2022
Q4 		$4.51M Sell
93,155
-2,740
-3% -$132K 5.65% 4
2022
Q3 		$4.21M Sell
95,895
-4,310
-4% -$208K 4.67% 7
2022
Q2 		$4.59M Sell
100,205
-1,890
-2% -$93.3K 6.24% 4
2022
Q1 		$5.49M Sell
102,095
-7,655
-7% -$408K 3.82% 11
2021
Q4 		$6.21M Sell
109,750
-8,220
-7% -$458K 3.84% 10
2021
Q3 		$6.29M Sell
117,970
-880
-0.7% -$47.3K 3.68% 11
2021
Q2 		$6.39M Buy
118,850
+2,395
+2% +$129K 3.59% 11
2021
Q1 		$6.06M Sell
116,455
-1,995
-2% -$99.6K 3.86% 10
2020
Q4 		$5.44M Buy
+118,450
New +$4.99M 3.69% 11

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

David J. Yvars Group's IJH Position: Q2 2026 in Review

David J. Yvars Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.92% in Q2 2026, buying an estimated $91.9K and bringing the position to 137,771 shares worth $10.6M. The position accounts for 5.01% of the portfolio, ranked #4.

David J. Yvars Group first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • David J. Yvars Group held 137,771 shares of iShares Core S&P Mid-Cap ETF worth $10.6M as of Q2 2026.
  • David J. Yvars Group bought 1,253 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $91.9K.
  • iShares Core S&P Mid-Cap ETF made up 5.01% of David J. Yvars Group's portfolio in Q2 2026, its #4 holding.
  • David J. Yvars Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.