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

Equita Financial Network’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	$496K	Sell	6,438 -165	-2%	-$12.1K	0.14%	60
2026 Q1	$446K	Sell	6,603 -5,709	-46%	-$396K	0.14%	62
2025 Q4	$813K	Buy	12,312 +1,627	+15%	+$107K	0.24%	51
2025 Q3	$697K	Buy	10,685 +92	+0.9%	+$5.91K	0.24%	49
2025 Q2	$657K	Sell	10,593 -1,516	-13%	-$89K	0.26%	46
2025 Q1	$707K	Buy	12,109 +4,070	+51%	+$253K	0.25%	49
2024 Q4	$501K	Buy	8,039 +2,355	+41%	+$151K	0.18%	56
2024 Q3	$354K	Sell	5,684 -4,933	-46%	-$297K	0.13%	60
2024 Q2	$621K	Buy	+10,617	New	+$624K	0.26%	51

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

Equita Financial Network's IJH Position: Q2 2026 in Review

Equita Financial Network reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2026, selling an estimated $12.1K and leaving 6,438 shares worth $496K. The position accounts for 0.14% of the portfolio, ranked #60.

Equita Financial Network first reported a position in IJH in Q2 2024 and has held it in 9 quarters since. The position peaked at $813K in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Equita Financial Network held 6,438 shares of iShares Core S&P Mid-Cap ETF worth $496K as of Q2 2026.
Equita Financial Network sold 165 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.1K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Equita Financial Network's portfolio in Q2 2026, its #60 holding.
Equita Financial Network first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Equita Financial Network's iShares Core S&P Mid-Cap ETF position peaked at $813K in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.