Farther Finance Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Farther Finance Advisors’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	$43.5M	Buy	563,919 +32,623	+6%	+$2.39M	0.34%	54
2026 Q1	$36.2M	Buy	531,296 +71,210	+15%	+$4.94M	0.34%	58
2025 Q4	$30.4M	Buy	460,086 +132,720	+41%	+$8.69M	0.33%	59
2025 Q3	$21.4M	Buy	327,366 +87,463	+36%	+$5.62M	0.32%	59
2025 Q2	$14.9M	Buy	239,903 +44,601	+23%	+$2.62M	0.3%	62
2025 Q1	$11.5M	Buy	195,302 +65,127	+50%	+$4.04M	0.29%	65
2024 Q4	$8.11M	Sell	130,175 -1,946	-1%	-$125K	0.29%	74
2024 Q3	$8.23M	Buy	132,121 +16,451	+14%	+$992K	0.31%	62
2024 Q2	$6.71M	Buy	115,670 +7,549	+7%	+$443K	0.32%	55
2024 Q1	$6.53M	Sell	108,121 -819	-0.8%	-$46.4K	0.4%	46
2023 Q4	$6.04M	Buy	108,940 +18,485	+20%	+$938K	0.43%	45
2023 Q3	$4.51M	Buy	90,455 +47,550	+111%	+$2.49M	0.71%	27
2023 Q2	$2.24M	Buy	42,905 +10,510	+32%	+$522K	0.49%	41
2023 Q1	$1.62M	Buy	32,395 +15,670	+94%	+$798K	0.47%	40
2022 Q4	$809K	Buy	+16,725	New	+$808K	0.31%	63

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

Farther Finance Advisors's IJH Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q2 2026, buying an estimated $2.39M and bringing the position to 563,919 shares worth $43.5M. The position accounts for 0.34% of the portfolio, ranked #54.

Farther Finance Advisors first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Farther Finance Advisors held 563,919 shares of iShares Core S&P Mid-Cap ETF worth $43.5M as of Q2 2026.
Farther Finance Advisors bought 32,623 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.39M.
iShares Core S&P Mid-Cap ETF made up 0.34% of Farther Finance Advisors's portfolio in Q2 2026, its #54 holding.
Farther Finance Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.