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

Demars Financial 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 		$1.04M Sell
13,492
-355
-3% -$26K 0.29% 46
2026
Q1 		$935K Sell
13,847
-21
-0.2% -$1.46K 0.31% 39
2025
Q4 		$915K Sell
13,868
-288
-2% -$18.9K 0.31% 35
2025
Q3 		$924K Sell
14,156
-150
-1% -$9.64K 0.32% 32
2025
Q2 		$887K Sell
14,306
-854,019
-98% -$50.1M 0.34% 27
2025
Q1 		$14.9M Sell
868,325
-90,875
-9% -$5.64M 0.43% 27
2024
Q4 		$15.4M Buy
959,200
+942,746
+5,730% +$60.5M 0.5% 28
2024
Q3 		$1.03M Sell
16,454
-746
-4% -$45K 0.47% 18
2024
Q2 		$1.01M Buy
17,200
+160
+0.9% +$9.4K 0.48% 17
2024
Q1 		$1.04M Sell
17,040
-590
-3% -$33.4K 0.51% 18
2023
Q4 		$977K Sell
17,630
-215
-1% -$10.9K 0.52% 19
2023
Q3 		$890K Sell
17,845
-630
-3% -$33K 0.51% 34
2023
Q2 		$966K Hold
18,475
– – 0.54% 36
2023
Q1 		$924K Sell
18,475
-1,935
-9% -$98.6K 0.51% 36
2022
Q4 		$987K Sell
20,410
-2,245
-10% -$108K 0.54% 36
2022
Q3 		$993K Sell
22,655
-3,005
-12% -$145K 0.59% 39
2022
Q2 		$1.16M Sell
25,660
-2,080
-7% -$103K 0.66% 38
2022
Q1 		$1.49M Sell
27,740
-10
-0% -$532 0.75% 34
2021
Q4 		$1.57M Sell
27,750
-1,230
-4% -$68.5K 0.83% 36
2021
Q3 		$1.52M Sell
28,980
-800
-3% -$43K 0.9% 34
2021
Q2 		$1.6M Buy
29,780
+50
+0.2% +$2.7K 0.96% 30
2021
Q1 		$1.55M Buy
29,730
+30
+0.1% +$1.5K 1.04% 29
2020
Q4 		$1.36M Sell
29,700
-5,245
-15% -$221K 0.97% 29
2020
Q3 		$1.29M Sell
34,945
-215
-0.6% -$8.04K 0.99% 30
2020
Q2 		$1.25M Sell
35,160
-2,475
-7% -$82.2K 1.04% 30
2020
Q1 		$1.08M Sell
37,635
-1,485
-4% -$55.2K 1.13% 26
2019
Q4 		$1.61M Buy
+39,120
New +$1.55M 1.45% 28

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Demars Financial Group's IJH Position: Q2 2026 in Review

Demars Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, selling an estimated $26K and leaving 13,492 shares worth $1.04M. The position accounts for 0.29% of the portfolio, ranked #46.

Demars Financial Group first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.4M in Q4 2024. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Demars Financial Group held 13,492 shares of iShares Core S&P Mid-Cap ETF worth $1.04M as of Q2 2026.
  • Demars Financial Group sold 355 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $26K.
  • iShares Core S&P Mid-Cap ETF made up 0.29% of Demars Financial Group's portfolio in Q2 2026, its #46 holding.
  • Demars Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Demars Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $15.4M in Q4 2024.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.