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

Davidson Investment 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	$752K	Hold	9,747	–	–	0.03%	95
2026 Q1	$658K	Hold	9,747	–	–	0.03%	99
2025 Q4	$643K	Sell	9,747 -7,972	-45%	-$522K	0.03%	101
2025 Q3	$1.16M	Hold	17,719	–	–	0.05%	93
2025 Q2	$1.1M	Buy	17,719 +564	+3%	+$33.1K	0.05%	90
2025 Q1	$1M	Hold	17,155	–	–	0.05%	88
2024 Q4	$1.07M	Buy	+17,155	New	+$1.1M	0.05%	87
2017 Q2	–	Sell	-2,520	Closed	-$86K	–	200
2017 Q1	$86K	Hold	2,520	–	–	0.01%	125
2016 Q4	$83K	Hold	2,520	–	–	0.01%	126
2016 Q3	$77K	Hold	2,520	–	–	0.01%	123
2016 Q2	$75K	Hold	2,520	–	–	0.01%	122
2016 Q1	$72K	Hold	2,520	–	–	0.01%	156
2015 Q4	$70K	Hold	2,520	–	–	0.01%	161
2015 Q3	$68K	Hold	2,520	–	–	0.01%	150
2015 Q2	$75K	Hold	2,520	–	–	0.01%	155
2015 Q1	$76K	Hold	2,520	–	–	0.01%	149
2014 Q4	$72K	Sell	2,520 -2,225	-47%	-$62.5K	0.01%	150
2014 Q3	$123K	Buy	4,745 +2,225	+88%	+$62.7K	0.01%	156
2014 Q2	$72K	Hold	2,520	–	–	0.01%	149
2014 Q1	$69K	Hold	2,520	–	–	0.01%	142
2013 Q4	$67K	Buy	2,520 +295	+13%	+$7.62K	0.01%	141
2013 Q3	$55K	Hold	2,225	–	–	0.01%	146
2013 Q2	$51K	Buy	+2,225	New	+$51.6K	0.01%	154

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

Davidson Investment Advisors's IJH Position: Q2 2026 in Review

Davidson Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 9,747 shares worth $752K. The position accounts for 0.03% of the portfolio, ranked #95.

Davidson Investment Advisors first reported a position in IJH in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.16M in Q3 2025. 863 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Davidson Investment Advisors held 9,747 shares of iShares Core S&P Mid-Cap ETF worth $752K as of Q2 2026.
Davidson Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Davidson Investment Advisors's portfolio in Q2 2026, its #95 holding.
Davidson Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 23 quarters since.
Davidson Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.16M in Q3 2025.
863 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.