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FC Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

FC Advisory’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 		$6.27M Buy
81,331
+965
+1% +$70.8K 1.66% 17
2026
Q1 		$5.43M Sell
80,366
-636
-0.8% -$44.1K 1.58% 17
2025
Q4 		$5.35M Sell
81,002
-495
-0.6% -$32.4K 1.54% 17
2025
Q3 		$5.32M Sell
81,497
-427
-0.5% -$27.4K 1.56% 17
2025
Q2 		$5.08M Buy
81,924
+5,874
+8% +$345K 1.57% 17
2025
Q1 		$4.44M Buy
76,050
+2,174
+3% +$135K 1.5% 17
2024
Q4 		$4.6M Buy
73,876
+760
+1% +$48.7K 1.54% 16
2024
Q3 		$4.56M Sell
73,116
-1,241
-2% -$74.8K 1.53% 17
2024
Q2 		$4.35M Sell
74,357
-270
-0.4% -$15.9K 1.6% 16
2024
Q1 		$4.53M Buy
74,627
+892
+1% +$50.5K 1.67% 16
2023
Q4 		$4.09M Sell
73,735
-125
-0.2% -$6.34K 1.58% 17
2023
Q3 		$3.68M Buy
73,860
+470
+0.6% +$24.6K 1.55% 17
2023
Q2 		$3.84M Buy
73,390
+265
+0.4% +$13.2K 1.57% 17
2023
Q1 		$3.66M Sell
73,125
-1,515
-2% -$77.2K 1.62% 17
2022
Q4 		$3.61M Buy
74,640
+1,310
+2% +$63.3K 1.71% 17
2022
Q3 		$3.22M Buy
73,330
+8,125
+12% +$393K 1.63% 18
2022
Q2 		$2.95M Sell
65,205
-11,375
-15% -$562K 1.41% 19
2022
Q1 		$4.11M Buy
76,580
+11,460
+18% +$610K 1.78% 17
2021
Q4 		$3.69M Buy
65,120
+3,940
+6% +$219K 1.54% 18
2021
Q3 		$3.22M Buy
61,180
+1,140
+2% +$61.3K 1.44% 18
2021
Q2 		$3.23M Buy
60,040
+220
+0.4% +$11.9K 1.43% 19
2021
Q1 		$3.11M Sell
59,820
-1,180
-2% -$58.9K 1.52% 19
2020
Q4 		$2.8M Buy
61,000
+195
+0.3% +$8.22K 1.4% 18
2020
Q3 		$2.25M Sell
60,805
-335
-0.5% -$12.5K 1.27% 18
2020
Q2 		$2.17M Buy
61,140
+1,225
+2% +$40.7K 1.29% 18
2020
Q1 		$1.72M Buy
59,915
+21,385
+56% +$795K 1.19% 19
2019
Q4 		$1.58M Buy
38,530
+135
+0.4% +$5.35K 0.92% 20
2019
Q3 		$1.49M Buy
38,395
+570
+2% +$21.9K 0.9% 20
2019
Q2 		$1.47M Sell
37,825
-560
-1% -$21.5K 0.91% 21
2019
Q1 		$1.45M Buy
38,385
+110
+0.3% +$4.06K 0.92% 21
2018
Q4 		$1.27M Sell
38,275
-1,355
-3% -$49.4K 0.87% 22
2018
Q3 		$1.59M Buy
39,630
+110
+0.3% +$4.42K 1% 20
2018
Q2 		$1.54M Buy
39,520
+320
+0.8% +$12.4K 1% 20
2018
Q1 		$1.47M Buy
39,200
+105
+0.3% +$4.02K 0.96% 21
2017
Q4 		$1.48M Buy
39,095
+375
+1% +$13.9K 0.96% 21
2017
Q3 		$1.39M Sell
38,720
-1,750
-4% -$61K 0.94% 21
2017
Q2 		$1.41M Buy
40,470
+5
+0% +$173 0.97% 21
2017
Q1 		$1.39M Buy
40,465
+40
+0.1% +$1.36K 0.98% 20
2016
Q4 		$1.36M Buy
40,425
+450
+1% +$14.3K 1% 19
2016
Q3 		$1.24M Sell
39,975
-425
-1% -$13.1K 0.93% 19
2016
Q2 		$1.21M Buy
40,400
+1,260
+3% +$37K 0.93% 20
2016
Q1 		$1.13M Buy
39,140
+9,250
+31% +$247K 0.93% 20
2015
Q4 		$833K Buy
29,890
+6,130
+26% +$175K 0.72% 22
2015
Q3 		$649K Buy
23,760
+7,420
+45% +$216K 0.6% 23
2015
Q2 		$490K Buy
16,340
+25
+0.2% +$762 0.44% 25
2015
Q1 		$496K Buy
+16,315
New +$483K 0.46% 25

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FC Advisory's IJH Position: Q2 2026 in Review

FC Advisory increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, buying an estimated $70.8K and bringing the position to 81,331 shares worth $6.27M. The position accounts for 1.66% of the portfolio, ranked #17.

FC Advisory first reported a position in IJH in Q1 2015 and has held it in 46 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • FC Advisory held 81,331 shares of iShares Core S&P Mid-Cap ETF worth $6.27M as of Q2 2026.
  • FC Advisory bought 965 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $70.8K.
  • iShares Core S&P Mid-Cap ETF made up 1.66% of FC Advisory's portfolio in Q2 2026, its #17 holding.
  • FC Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 46 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.