Diversify Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$41.7M Buy
+549,247
New +$40.3M 0.7% 26
2026
Q1
Sell
-89,411
Closed -$6.26M 526
2025
Q4
$6.26M Buy
89,411
+1,458
+2% +$95.5K 0.2% 86
2025
Q3
$5.71M Sell
87,953
-2,451
-3% -$158K 0.19% 88
2025
Q2
$5.76M Buy
90,404
+40,289
+80% +$2.37M 0.22% 75
2025
Q1
$2.86M Buy
50,115
+1,458
+3% +$90.5K 0.18% 92
2024
Q4
$3.01M Buy
48,657
+6,027
+14% +$387K 0.17% 92
2024
Q3
$2.67M Buy
42,630
+2,769
+7% +$167K 0.14% 125
2024
Q2
$2.3M Buy
39,861
+3,871
+11% +$227K 0.13% 147
2024
Q1
$2.17M Buy
+35,990
New +$2.04M 0.13% 152

Other funds holding IJH

Diversify Advisory Services's IJH Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 549,247 shares worth $41.7M. The stake represents 0.7% of the portfolio and ranks #26 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IJH as recently as Q4 2025.

Diversify Advisory Services first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Diversify Advisory Services held 549,247 shares of iShares Core S&P Mid-Cap ETF worth $41.7M as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.7% of Diversify Advisory Services's portfolio in Q2 2026, its #26 holding.
  • Diversify Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.