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

Financial Council’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 		$8.53M Sell
110,607
-121
-0.1% -$8.88K 2.77% 10
2026
Q1 		$7.48M Buy
110,728
+2,052
+2% +$142K 2.88% 10
2025
Q4 		$7.17M Buy
108,676
+1,261
+1% +$82.6K 2.86% 9
2025
Q3 		$7.01M Buy
107,415
+82
+0.1% +$5.27K 3.11% 8
2025
Q2 		$6.66M Buy
107,333
+342
+0.3% +$20.1K 3.21% 8
2025
Q1 		$6.24M Buy
106,991
+144
+0.1% +$8.94K 3.37% 8
2024
Q4 		$6.66M Buy
106,847
+1,537
+1% +$98.6K 3.43% 8
2024
Q3 		$6.56M Buy
105,310
+515
+0.5% +$31.1K 3.42% 7
2024
Q2 		$6.13M Buy
104,795
+5,445
+5% +$320K 3.43% 7
2024
Q1 		$6.03M Sell
99,350
-155
-0.2% -$8.78K 3.57% 7
2023
Q4 		$5.52M Sell
99,505
-65
-0.1% -$3.3K 3.7% 7
2023
Q3 		$4.97M Buy
99,570
+3,670
+4% +$192K 3.95% 7
2023
Q2 		$5.02M Sell
95,900
-1,970
-2% -$97.9K 3.83% 7
2023
Q1 		$4.9M Buy
97,870
+5,560
+6% +$283K 3.99% 7
2022
Q4 		$4.47M Buy
92,310
+3,900
+4% +$188K 2.8% 11
2022
Q3 		$3.88M Sell
88,410
-30
-0% -$1.45K 4.48% 9
2022
Q2 		$4M Buy
88,440
+4,005
+5% +$198K 4.99% 9
2022
Q1 		$4.53M Buy
84,435
+5,285
+7% +$281K 5.49% 8
2021
Q4 		$4.48M Buy
79,150
+7,865
+11% +$438K 5.35% 7
2021
Q3 		$3.75M Buy
+71,285
New +$3.84M 5.29% 7

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Council's IJH Position: Q2 2026 in Review

Financial Council reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.11% in Q2 2026, selling an estimated $8.88K and leaving 110,607 shares worth $8.53M. The position accounts for 2.77% of the portfolio, ranked #10.

Financial Council first reported a position in IJH in Q3 2021 and has held it in 20 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Financial Council held 110,607 shares of iShares Core S&P Mid-Cap ETF worth $8.53M as of Q2 2026.
  • Financial Council sold 121 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.88K.
  • iShares Core S&P Mid-Cap ETF made up 2.77% of Financial Council's portfolio in Q2 2026, its #10 holding.
  • Financial Council first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.