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

Financial Freedom LLC’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	–	Sell	-59	Closed	-$3.97K	–	243
2026 Q1	$3.97K	Hold	59	–	–	﹤0.01%	369
2025 Q4	$3.87K	Buy	59 +1	+2%	+$66	﹤0.01%	302
2025 Q3	$3.81K	Hold	58	–	–	﹤0.01%	321
2025 Q2	$3.61K	Hold	58	–	–	﹤0.01%	318
2025 Q1	$3.38K	Hold	58	–	–	﹤0.01%	326
2024 Q4	$3.6K	Hold	58	–	–	﹤0.01%	323
2024 Q3	$3.59K	Buy	58 +1	+2%	+$60	﹤0.01%	322
2024 Q2	$3.36K	Hold	57	–	–	﹤0.01%	331
2024 Q1	$3.47K	Buy	57 +2	+4%	+$113	﹤0.01%	319
2023 Q4	$3.16K	Hold	55	–	–	﹤0.01%	320
2023 Q3	$2.82K	Hold	55	–	–	﹤0.01%	332
2023 Q2	$2.96K	Hold	55	–	–	﹤0.01%	342
2023 Q1	$2.82K	Hold	55	–	–	﹤0.01%	341
2022 Q4	$2.72K	Buy	+55	New	+$2.66K	﹤0.01%	339

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

Financial Freedom LLC's IJH Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 59 shares — an estimated $3.97K sold.

Financial Freedom LLC first reported a position in IJH in Q4 2022 and held it in 14 quarters. The position peaked at $3.97K in Q1 2026. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Financial Freedom LLC reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 59 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.97K.
Financial Freedom LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's iShares Core S&P Mid-Cap ETF position peaked at $3.97K in Q1 2026.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.