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

Fiduciary Financial Group’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	$534K	Sell	6,920 -633	-8%	-$46.4K	0.06%	181
2026 Q1	$510K	Buy	7,553 +625	+9%	+$43.4K	0.07%	171
2025 Q4	$457K	Buy	6,928 +3,510	+103%	+$230K	0.06%	178
2025 Q3	$223K	Sell	3,418 -162	-5%	-$10.4K	0.04%	296
2025 Q2	$225K	Buy	+3,580	New	+$210K	0.04%	276
2025 Q1	–	Sell	-3,591	Closed	-$222K	–	305
2024 Q4	$222K	Buy	+3,591	New	+$230K	0.05%	255

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Fiduciary Financial Group's IJH Position: Q2 2026 in Review

Fiduciary Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.4% in Q2 2026, selling an estimated $46.4K and leaving 6,920 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #181.

Fiduciary Financial Group first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 918 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fiduciary Financial Group held 6,920 shares of iShares Core S&P Mid-Cap ETF worth $534K as of Q2 2026.
Fiduciary Financial Group sold 633 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $46.4K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #181 holding.
Fiduciary Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
918 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.