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

Fermata 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 		$486K Buy
6,299
+103
+2% +$7.56K 0.1% 155
2026
Q1 		$418K Sell
6,196
-12
-0.2% -$832 0.09% 152
2025
Q4 		$410K Sell
6,208
-1,180
-16% -$77.3K 0.1% 147
2025
Q3 		$482K Sell
7,388
-145
-2% -$9.32K 0.12% 130
2025
Q2 		$467K Sell
7,533
-1,144
-13% -$67.2K 0.12% 134
2025
Q1 		$506K Buy
8,677
+2,288
+36% +$142K 0.09% 160
2024
Q4 		$398K Sell
6,389
-1,270
-17% -$81.5K 0.07% 167
2024
Q3 		$477K Sell
7,659
-93
-1% -$5.61K 0.1% 125
2024
Q2 		$454K Buy
7,752
+192
+3% +$11.3K 0.1% 115
2024
Q1 		$459K Buy
7,560
+3,830
+103% +$217K 0.1% 113
2023
Q4 		$207K Buy
+3,730
New +$189K 0.05% 175
2022
Q2 		– Sell
-5,790
Closed -$311K – 177
2022
Q1 		$311K Buy
5,790
+430
+8% +$22.9K 0.12% 121
2021
Q4 		$303K Sell
5,360
-525
-9% -$29.2K 0.11% 130
2021
Q3 		$310K Buy
+5,885
New +$317K 0.14% 119

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Fermata Advisors's IJH Position: Q2 2026 in Review

Fermata Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, buying an estimated $7.56K and bringing the position to 6,299 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #155.

Fermata Advisors first reported a position in IJH in Q3 2021 and has held it in 14 quarters since. The position peaked at $506K in Q1 2025. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Fermata Advisors held 6,299 shares of iShares Core S&P Mid-Cap ETF worth $486K as of Q2 2026.
  • Fermata Advisors bought 103 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.56K.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of Fermata Advisors's portfolio in Q2 2026, its #155 holding.
  • Fermata Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 14 quarters since.
  • Fermata Advisors's iShares Core S&P Mid-Cap ETF position peaked at $506K in Q1 2025.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.