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

Fiducient 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	$2.6M	Buy	33,655 +18	+0.1%	+$1.32K	0.37%	47
2026 Q1	$2.27M	Sell	33,637 -47,556	-59%	-$3.3M	0.3%	49
2025 Q4	$5.36M	Buy	81,193 +48,205	+146%	+$3.16M	0.66%	33
2025 Q3	$2.15M	Buy	32,988 +148	+0.5%	+$9.51K	0.25%	50
2025 Q2	$2.04M	Buy	32,840 +4,784	+17%	+$281K	0.25%	53
2025 Q1	$1.64M	Buy	28,056 +2,357	+9%	+$146K	0.2%	53
2024 Q4	$1.6M	Buy	25,699 +6	+0%	+$385	0.2%	44
2024 Q3	$1.6M	Sell	25,693 -144	-0.6%	-$8.68K	0.18%	47
2024 Q2	$1.51M	Sell	25,837 -1,246	-5%	-$73.2K	0.21%	41
2024 Q1	$1.65M	Buy	27,083 +1,633	+6%	+$92.5K	0.33%	33
2023 Q4	$1.41M	Sell	25,450 -3,065	-11%	-$155K	0.26%	31
2023 Q3	$1.43M	Buy	+28,515	New	+$1.49M	0.08%	35
2023 Q2	–	Sell	-14,010	Closed	-$701K	–	55
2023 Q1	$701K	Sell	14,010 -2,420	-15%	-$123K	0.23%	31
2022 Q4	$795K	Buy	16,430 +1,345	+9%	+$65K	0.23%	55
2022 Q3	$662K	Sell	15,085 -27,330	-64%	-$1.32M	0.31%	26
2022 Q2	$1.92M	Buy	42,415 +27,470	+184%	+$1.36M	0.72%	17
2022 Q1	$802K	Hold	14,945	–	–	0.3%	27
2021 Q4	$846K	Buy	14,945 +5	+0%	+$278	0.26%	27
2021 Q3	$786K	Sell	14,940 -195	-1%	-$10.5K	0.24%	29
2021 Q2	$813K	Buy	15,135 +6,135	+68%	+$331K	0.25%	27
2021 Q1	$468K	Buy	9,000 +525	+6%	+$26.2K	0.15%	45
2020 Q4	$389K	Buy	+8,475	New	+$357K	0.14%	48

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

Fiducient Advisors's IJH Position: Q2 2026 in Review

Fiducient Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.05% in Q2 2026, buying an estimated $1.32K and bringing the position to 33,655 shares worth $2.6M. The position accounts for 0.37% of the portfolio, ranked #47.

Fiducient Advisors first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.36M in Q4 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fiducient Advisors held 33,655 shares of iShares Core S&P Mid-Cap ETF worth $2.6M as of Q2 2026.
Fiducient Advisors bought 18 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.32K.
iShares Core S&P Mid-Cap ETF made up 0.37% of Fiducient Advisors's portfolio in Q2 2026, its #47 holding.
Fiducient Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Fiducient Advisors's iShares Core S&P Mid-Cap ETF position peaked at $5.36M in Q4 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.