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

Ellsworth 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 		$336K Buy
4,441
+10
+0.2% +$734 0.06% 156
2026
Q1 		$299K Buy
4,431
+10
+0.2% +$694 0.06% 148
2025
Q4 		$311K Sell
4,421
-376
-8% -$24.6K 0.06% 153
2025
Q3 		$312K Sell
4,797
-379
-7% -$24.4K 0.07% 152
2025
Q2 		$321K Sell
5,176
-83
-2% -$4.87K 0.08% 145
2025
Q1 		$307K Buy
5,259
+9
+0.2% +$559 0.08% 155
2024
Q4 		$327K Sell
5,250
-2,102
-29% -$135K 0.09% 152
2024
Q3 		$458K Buy
7,352
+2,126
+41% +$128K 0.12% 145
2024
Q2 		$306K Buy
5,226
+8
+0.2% +$470 0.09% 157
2024
Q1 		$302K Sell
5,218
-742
-12% -$42K 0.09% 151
2023
Q4 		$330K Buy
5,960
+10
+0.2% +$507 0.1% 146
2023
Q3 		$287K Buy
5,950
+765
+15% +$40.1K 0.1% 146
2023
Q2 		$271K Buy
5,185
+10
+0.2% +$497 0.09% 150
2023
Q1 		$259K Buy
+5,175
New +$264K 0.09% 145

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Ellsworth Advisors's IJH Position: Q2 2026 in Review

Ellsworth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.23% in Q2 2026, buying an estimated $734 and bringing the position to 4,441 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #156.

Ellsworth Advisors first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $458K in Q3 2024. 882 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Ellsworth Advisors held 4,441 shares of iShares Core S&P Mid-Cap ETF worth $336K as of Q2 2026.
  • Ellsworth 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 0.06% of Ellsworth Advisors's portfolio in Q2 2026, its #156 holding.
  • Ellsworth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Ellsworth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $458K in Q3 2024.
  • 882 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.