Fiduciary Alliance’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fiduciary Alliance’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	$463K	Sell	6,003 -1,610	-21%	-$118K	0.03%	376
2026 Q1	$543K	Buy	7,613 +1,090	+17%	+$75.6K	0.03%	359
2025 Q4	$431K	Buy	6,523 +2,261	+53%	+$148K	0.03%	361
2025 Q3	$278K	Buy	4,262 +59	+1%	+$3.79K	0.02%	424
2025 Q2	$261K	Sell	4,203 -831	-17%	-$48.8K	0.02%	415
2025 Q1	$294K	Buy	5,034 +1,702	+51%	+$106K	0.03%	322
2024 Q4	$208K	Buy	+3,332	New	+$214K	0.02%	337
2023 Q3	–	Sell	-2,495	Closed	-$131K	–	525
2023 Q2	$131K	Buy	+2,495	New	+$124K	0.03%	182

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

Fiduciary Alliance's IJH Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q2 2026, selling an estimated $118K and leaving 6,003 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #376.

Fiduciary Alliance first reported a position in IJH in Q2 2023 and has held it in 8 quarters since. The position peaked at $543K in Q1 2026. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fiduciary Alliance held 6,003 shares of iShares Core S&P Mid-Cap ETF worth $463K as of Q2 2026.
Fiduciary Alliance sold 1,610 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $118K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #376 holding.
Fiduciary Alliance first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 8 quarters since.
Fiduciary Alliance's iShares Core S&P Mid-Cap ETF position peaked at $543K in Q1 2026.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.