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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$877K Buy
11,378
+3,514
+45% +$258K 0.12% 181
2026
Q1
$531K Buy
7,864
+248
+3% +$17.2K 0.2% 99
2025
Q4
$503K Buy
+7,616
New +$499K 0.24% 87

Other funds holding IJH

Excelsior Advisor Network's IJH Position: Q2 2026 in Review

Excelsior Advisor Network increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 45% in Q2 2026, buying an estimated $258K and bringing the position to 11,378 shares worth $877K. The position accounts for 0.12% of the portfolio, ranked #181.

Excelsior Advisor Network first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,731 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Excelsior Advisor Network held 11,378 shares of iShares Core S&P Mid-Cap ETF worth $877K as of Q2 2026.
  • Excelsior Advisor Network bought 3,514 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $258K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Excelsior Advisor Network's portfolio in Q2 2026, its #181 holding.
  • Excelsior Advisor Network first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,731 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.