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

Everhart 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	$494K	Sell	6,402 -2,033	-24%	-$149K	0.03%	280
2026 Q1	$570K	Buy	8,435 +4,105	+95%	+$285K	0.05%	251
2025 Q4	$286K	Sell	4,330 -1	-0%	-$66	0.03%	335
2025 Q3	$283K	Buy	4,331 +299	+7%	+$19.2K	0.03%	323
2025 Q2	$250K	Buy	4,032 +39	+1%	+$2.29K	0.03%	303
2025 Q1	$233K	Buy	3,993 +46	+1%	+$2.86K	0.03%	301
2024 Q4	$246K	Sell	3,947 -2	-0.1%	-$128	0.05%	280
2024 Q3	$246K	Buy	+3,949	New	+$238K	0.05%	288

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

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

Everhart Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 24% in Q2 2026, selling an estimated $149K and leaving 6,402 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #280.

Everhart Financial Group first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. The position peaked at $570K in Q1 2026. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Everhart Financial Group held 6,402 shares of iShares Core S&P Mid-Cap ETF worth $494K as of Q2 2026.
Everhart Financial Group sold 2,033 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $149K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #280 holding.
Everhart Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Everhart Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $570K in Q1 2026.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.