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

Fairman 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	$2.68M	Sell	34,770 -3,418	-9%	-$251K	2.11%	11
2026 Q1	$2.58M	Buy	38,188 +348	+0.9%	+$24.1K	2.2%	10
2025 Q4	$2.5M	Sell	37,840 -551	-1%	-$36.1K	2%	11
2025 Q3	$2.51M	Sell	38,391 -5,813	-13%	-$374K	2.02%	10
2025 Q2	$2.74M	Sell	44,204 -3,380	-7%	-$198K	2.26%	10
2025 Q1	$3.05M	Sell	47,584 -1,974	-4%	-$123K	2.8%	8
2024 Q4	$3.09M	Buy	49,558 +2,808	+6%	+$180K	2.54%	8
2024 Q3	$2.91M	Buy	46,750 +1,041	+2%	+$62.8K	2.63%	8
2024 Q2	$2.67M	Buy	45,709 +4,352	+11%	+$256K	2.72%	7
2024 Q1	$2.51M	Buy	41,357 +8,247	+25%	+$467K	2.37%	8
2023 Q4	$1.84M	Buy	+33,110	New	+$1.68M	1.75%	9

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

Fairman Group's IJH Position: Q2 2026 in Review

Fairman Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9% in Q2 2026, selling an estimated $251K and leaving 34,770 shares worth $2.68M. The position accounts for 2.11% of the portfolio, ranked #11.

Fairman Group first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.09M in Q4 2024. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fairman Group held 34,770 shares of iShares Core S&P Mid-Cap ETF worth $2.68M as of Q2 2026.
Fairman Group sold 3,418 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $251K.
iShares Core S&P Mid-Cap ETF made up 2.11% of Fairman Group's portfolio in Q2 2026, its #11 holding.
Fairman Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Fairman Group's iShares Core S&P Mid-Cap ETF position peaked at $3.09M in Q4 2024.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.