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

Embree 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	$3.43M	Sell	44,511 -4,169	-9%	-$306K	0.34%	56
2026 Q1	$3.29M	Sell	48,680 -103	-0.2%	-$7.14K	0.39%	54
2025 Q4	$3.22M	Sell	48,783 -4,364	-8%	-$286K	0.39%	55
2025 Q3	$3.47M	Sell	53,147 -5,029	-9%	-$323K	0.46%	49
2025 Q2	$3.61M	Buy	58,176 +13,336	+30%	+$783K	0.54%	42
2025 Q1	$2.62M	Buy	44,840 +3,096	+7%	+$192K	0.44%	43
2024 Q4	$2.6M	Buy	41,744 +6	+0%	+$385	0.44%	46
2024 Q3	$2.6M	Buy	41,738 +183	+0.4%	+$11K	0.46%	46
2024 Q2	$2.43M	Sell	41,555 -9,152	-18%	-$538K	0.47%	48
2024 Q1	$3.08M	Sell	50,707 -4,258	-8%	-$241K	0.6%	40
2023 Q4	$3.05M	Buy	+54,965	New	+$2.79M	0.64%	38

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Embree Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.6% in Q2 2026, selling an estimated $306K and leaving 44,511 shares worth $3.43M. The position accounts for 0.34% of the portfolio, ranked #56.

Embree Financial Group first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.61M in Q2 2025. 880 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Embree Financial Group held 44,511 shares of iShares Core S&P Mid-Cap ETF worth $3.43M as of Q2 2026.
Embree Financial Group sold 4,169 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $306K.
iShares Core S&P Mid-Cap ETF made up 0.34% of Embree Financial Group's portfolio in Q2 2026, its #56 holding.
Embree Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Embree Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $3.61M in Q2 2025.
880 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.