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

Fiduciary Family Office’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	$253K	Hold	3,275	–	–	0.06%	159
2026 Q1	$221K	Hold	3,275	–	–	0.06%	171
2025 Q4	$216K	Hold	3,275	–	–	0.06%	179
2025 Q3	$214K	Hold	3,275	–	–	0.06%	181
2025 Q2	$203K	Sell	3,275 -915	-22%	-$53.7K	0.07%	184
2025 Q1	$244K	Sell	4,190 -358,086	-99%	-$22.2M	0.08%	167
2024 Q4	$22.6M	Buy	362,276 +356,701	+6,398%	+$22.9M	6.64%	8
2024 Q3	$347K	Hold	5,575	–	–	0.11%	155
2024 Q2	$326K	Buy	5,575 +1,242	+29%	+$73K	0.13%	155
2024 Q1	$331K	Sell	4,333 -1,232	-22%	-$69.8K	0.13%	159
2023 Q4	$308K	Buy	+5,565	New	+$282K	0.13%	162

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 Family Office's IJH Position: Q2 2026 in Review

Fiduciary Family Office held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,275 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #159.

Fiduciary Family Office first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.6M in Q4 2024. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fiduciary Family Office held 3,275 shares of iShares Core S&P Mid-Cap ETF worth $253K as of Q2 2026.
Fiduciary Family Office left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Fiduciary Family Office's portfolio in Q2 2026, its #159 holding.
Fiduciary Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Fiduciary Family Office's iShares Core S&P Mid-Cap ETF position peaked at $22.6M in Q4 2024.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.