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

ERn Financial 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	$2.37M	Buy	30,721 +753	+3%	+$55.3K	0.39%	51
2026 Q1	$2.02M	Sell	29,968 -6,440	-18%	-$447K	0.38%	54
2025 Q4	$2.4M	Buy	36,408 +341	+0.9%	+$22.3K	0.45%	48
2025 Q3	$2.35M	Sell	36,067 -3,676	-9%	-$236K	0.46%	49
2025 Q2	$2.46M	Sell	39,743 -158	-0.4%	-$9.28K	0.52%	46
2025 Q1	$2.33M	Sell	39,901 -2,276	-5%	-$141K	0.37%	58
2024 Q4	$2.63M	Sell	42,177 -227	-0.5%	-$14.6K	0.39%	56
2024 Q3	$2.64M	Sell	42,404 -424	-1%	-$25.6K	0.4%	56
2024 Q2	$2.51M	Sell	42,828 -330	-0.8%	-$19.4K	0.42%	54
2024 Q1	$2.62M	Sell	43,158 -717	-2%	-$40.6K	0.45%	51
2023 Q4	$2.37M	Buy	43,875 +2,420	+6%	+$123K	0.45%	53
2023 Q3	$2.07M	Sell	41,455 -105	-0.3%	-$5.5K	0.45%	53
2023 Q2	$2.17M	Sell	41,560 -525	-1%	-$26.1K	0.46%	52
2023 Q1	$2.11M	Sell	42,085 -555	-1%	-$28.3K	0.46%	51
2022 Q4	$2.06M	Sell	42,640 -1,120	-3%	-$54.1K	0.47%	50
2022 Q3	$1.92M	Sell	43,760 -9,120	-17%	-$441K	0.49%	54
2022 Q2	$2.39M	Buy	52,880 +10,905	+26%	+$538K	0.58%	46
2022 Q1	$2.25M	Buy	41,975 +1,710	+4%	+$91K	0.5%	55
2021 Q4	$2.28M	Sell	40,265 -3,070	-7%	-$171K	0.51%	56
2021 Q3	$2.28M	Buy	43,335 +160	+0.4%	+$8.61K	0.58%	49
2021 Q2	$2.32M	Sell	43,175 -450	-1%	-$24.3K	0.82%	37
2021 Q1	$2.27M	Sell	43,625 -955	-2%	-$47.7K	0.88%	36
2020 Q4	$2.05M	Sell	44,580 -2,040	-4%	-$86K	0.84%	36
2020 Q3	$1.73M	Buy	46,620 +25	+0.1%	+$935	0.81%	35
2020 Q2	$1.66M	Sell	46,595 -19,995	-30%	-$664K	0.84%	33
2020 Q1	$1.92M	Buy	66,590 +57,840	+661%	+$2.15M	1.26%	26
2019 Q4	$360K	Buy	8,750 +3,565	+69%	+$141K	0.21%	45
2019 Q3	$200K	Sell	5,185 -35	-0.7%	-$1.34K	0.14%	57
2019 Q2	$203K	Sell	5,220 -225	-4%	-$8.62K	0.15%	55
2019 Q1	$212K	Sell	5,445 -660	-11%	-$24.4K	0.13%	70
2018 Q4	$203K	Buy	+6,105	New	+$223K	0.18%	56

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ERn Financial LLC's IJH Position: Q2 2026 in Review

ERn Financial LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2026, buying an estimated $55.3K and bringing the position to 30,721 shares worth $2.37M. The position accounts for 0.39% of the portfolio, ranked #51.

ERn Financial LLC first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.64M in Q3 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

ERn Financial LLC held 30,721 shares of iShares Core S&P Mid-Cap ETF worth $2.37M as of Q2 2026.
ERn Financial LLC bought 753 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $55.3K.
iShares Core S&P Mid-Cap ETF made up 0.39% of ERn Financial LLC's portfolio in Q2 2026, its #51 holding.
ERn Financial LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
ERn Financial LLC's iShares Core S&P Mid-Cap ETF position peaked at $2.64M in Q3 2024.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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