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

Elevated Capital 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	$286K	Buy	3,706 +10	+0.3%	+$734	0.08%	220
2026 Q1	$250K	Buy	3,696 +8	+0.2%	+$555	0.06%	233
2025 Q4	$243K	Buy	3,688 +18	+0.5%	+$1.18K	0.06%	248
2025 Q3	$239K	Buy	3,670 +24	+0.7%	+$1.54K	0.06%	252
2025 Q2	$213K	Hold	3,646	–	–	0.06%	249
2025 Q1	$213K	Sell	3,646 -497	-12%	-$30.9K	0.06%	249
2024 Q4	$258K	Buy	4,143 +487	+13%	+$31.2K	0.07%	239
2024 Q3	$228K	Buy	3,656 +14	+0.4%	+$844	0.06%	258
2024 Q2	$213K	Sell	3,642 -320	-8%	-$18.8K	0.06%	221
2024 Q1	$241K	Buy	3,962 +12	+0.3%	+$679	0.07%	166
2023 Q4	$219K	Buy	+3,950	New	+$200K	0.07%	169
2023 Q3	–	Sell	-3,920	Closed	-$205K	–	175
2023 Q2	$205K	Buy	+3,920	New	+$195K	0.07%	178

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

Elevated Capital Advisors's IJH Position: Q2 2026 in Review

Elevated Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.27% in Q2 2026, buying an estimated $734 and bringing the position to 3,706 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #220.

Elevated Capital Advisors first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Elevated Capital Advisors held 3,706 shares of iShares Core S&P Mid-Cap ETF worth $286K as of Q2 2026.
Elevated Capital Advisors bought 10 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $734.
iShares Core S&P Mid-Cap ETF made up 0.08% of Elevated Capital Advisors's portfolio in Q2 2026, its #220 holding.
Elevated Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.