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

Econ Financial Services’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	$739K	Sell	9,579 -111,271	-92%	-$8.16M	0.35%	60
2026 Q1	$8.16M	Sell	120,850 -43,028	-26%	-$2.98M	3.79%	4
2025 Q4	$10.8M	Sell	163,878 -651	-0.4%	-$42.6K	5.42%	1
2025 Q3	$10.7M	Buy	164,529 +5,546	+3%	+$356K	5.35%	3
2025 Q2	$9.86M	Buy	158,983 +11,262	+8%	+$661K	5.08%	4
2025 Q1	$8.62M	Buy	147,721 +50,664	+52%	+$3.15M	4.59%	4
2024 Q4	$6.05M	Buy	97,057 +34,339	+55%	+$2.2M	3.47%	6
2024 Q3	$3.91M	Buy	62,718 +648	+1%	+$39.1K	2.19%	8
2024 Q2	$3.63M	Sell	62,070 -56,665	-48%	-$3.33M	2.25%	8
2024 Q1	$7.21M	Sell	118,735 -10,570	-8%	-$598K	4.48%	3
2023 Q4	$7.17M	Sell	129,305 -11,460	-8%	-$581K	5.04%	4
2023 Q3	$7.02M	Buy	+140,765	New	+$7.38M	5.12%	4
2022 Q1	–	Sell	-250	Closed	-$14K	–	174
2021 Q4	$14K	Buy	+250	New	+$13.9K	0.01%	113

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 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Econ Financial Services's IJH Position: Q2 2026 in Review

Econ Financial Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 92% in Q2 2026, selling an estimated $8.16M and leaving 9,579 shares worth $739K. The position accounts for 0.35% of the portfolio, ranked #60.

Econ Financial Services first reported a position in IJH in Q4 2021 and has held it in 13 quarters since. The position peaked at $10.8M in Q4 2025. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Econ Financial Services held 9,579 shares of iShares Core S&P Mid-Cap ETF worth $739K as of Q2 2026.
Econ Financial Services sold 111,271 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.16M.
iShares Core S&P Mid-Cap ETF made up 0.35% of Econ Financial Services's portfolio in Q2 2026, its #60 holding.
Econ Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Econ Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $10.8M in Q4 2025.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.