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EQ LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

EQ LLC’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 		$689K Sell
8,933
-635
-7% -$46.6K 0.17% 51
2026
Q1 		$646K Hold
9,568
– – 0.18% 48
2025
Q4 		$631K Sell
9,568
-192
-2% -$12.6K 0.18% 51
2025
Q3 		$637K Sell
9,760
-90
-0.9% -$5.78K 0.22% 52
2025
Q2 		$611K Hold
9,850
– – 0.24% 51
2025
Q1 		$575K Sell
9,850
-75
-0.8% -$4.66K 0.27% 44
2024
Q4 		$618K Sell
9,925
-548
-5% -$35.1K 0.29% 44
2024
Q3 		$653K Buy
10,473
+963
+10% +$58.1K 0.33% 35
2024
Q2 		$557K Buy
9,510
+5
+0.1% +$294 0.33% 42
2024
Q1 		$577K Buy
9,505
+1,720
+22% +$97.4K 0.36% 41
2023
Q4 		$431K Sell
7,785
-8,905
-53% -$452K 0.32% 36
2023
Q3 		$832K Buy
16,690
+7,155
+75% +$375K 0.62% 32
2023
Q2 		$499K Buy
9,535
+5
+0.1% +$248 0.41% 35
2023
Q1 		$477K Buy
9,530
+15
+0.2% +$764 0.36% 37
2022
Q4 		$460K Sell
9,515
-640
-6% -$30.9K 0.37% 39
2022
Q3 		$445K Sell
10,155
-175
-2% -$8.46K 0.38% 39
2022
Q2 		$467K Hold
10,330
– – 0.37% 39
2022
Q1 		$554K Buy
10,330
+140
+1% +$7.45K 0.4% 30
2021
Q4 		$577K Hold
10,190
– – 0.4% 34
2021
Q3 		$536K Sell
10,190
-35
-0.3% -$1.88K 0.41% 38
2021
Q2 		$550K Hold
10,225
– – 0.42% 37
2021
Q1 		$532K Sell
10,225
-1,675
-14% -$83.6K 0.44% 33
2020
Q4 		$547K Buy
+11,900
New +$501K 0.51% 37

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

EQ LLC's IJH Position: Q2 2026 in Review

EQ LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.6% in Q2 2026, selling an estimated $46.6K and leaving 8,933 shares worth $689K. The position accounts for 0.17% of the portfolio, ranked #51.

EQ LLC first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $832K in Q3 2023. 1,440 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • EQ LLC held 8,933 shares of iShares Core S&P Mid-Cap ETF worth $689K as of Q2 2026.
  • EQ LLC sold 635 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $46.6K.
  • iShares Core S&P Mid-Cap ETF made up 0.17% of EQ LLC's portfolio in Q2 2026, its #51 holding.
  • EQ LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • EQ LLC's iShares Core S&P Mid-Cap ETF position peaked at $832K in Q3 2023.
  • 1,440 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.