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

Enclave 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 		$15.9M Buy
206,081
+1,931
+0.9% +$142K 2.01% 15
2026
Q1 		$13.8M Buy
204,150
+87,869
+76% +$6.1M 1.89% 16
2025
Q4 		$7.67M Buy
116,281
+11,989
+11% +$785K 1.09% 26
2025
Q3 		$6.81M Sell
104,292
-21,721
-17% -$1.4M 1.04% 27
2025
Q2 		$7.82M Sell
126,013
-32,855
-21% -$1.93M 1.26% 22
2025
Q1 		$9.27M Sell
158,868
-18,097
-10% -$1.12M 1.58% 20
2024
Q4 		$11M Buy
176,965
+68,010
+62% +$4.36M 1.81% 17
2024
Q3 		$6.79M Buy
+108,955
New +$6.57M 1.15% 21

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

Enclave Advisors's IJH Position: Q2 2026 in Review

Enclave Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.95% in Q2 2026, buying an estimated $142K and bringing the position to 206,081 shares worth $15.9M. The position accounts for 2.01% of the portfolio, ranked #15.

Enclave Advisors first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 866 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Enclave Advisors held 206,081 shares of iShares Core S&P Mid-Cap ETF worth $15.9M as of Q2 2026.
  • Enclave Advisors bought 1,931 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $142K.
  • iShares Core S&P Mid-Cap ETF made up 2.01% of Enclave Advisors's portfolio in Q2 2026, its #15 holding.
  • Enclave Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.