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

Financial Guidance 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	$418K	Hold	5,425	–	–	0.16%	67
2026 Q1	$366K	Sell	5,425 -500	-8%	-$34.7K	0.15%	71
2025 Q4	$391K	Hold	5,925	–	–	0.16%	68
2025 Q3	$387K	Hold	5,925	–	–	0.17%	64
2025 Q2	$367K	Sell	5,925 -250	-4%	-$14.7K	0.18%	63
2025 Q1	$360K	Buy	6,175 +250	+4%	+$15.5K	0.19%	55
2024 Q4	$369K	Sell	5,925 -815	-12%	-$52.3K	0.2%	56
2024 Q3	$420K	Hold	6,740	–	–	0.25%	54
2024 Q2	$394K	Hold	6,740	–	–	0.24%	54
2024 Q1	$409K	Hold	6,740	–	–	0.27%	43
2023 Q4	$374K	Hold	6,740	–	–	0.26%	43
2023 Q3	$336K	Hold	6,740	–	–	0.25%	44
2023 Q2	$352K	Hold	6,740	–	–	0.26%	42
2023 Q1	$337K	Sell	6,740 -835	-11%	-$42.5K	0.26%	41
2022 Q4	$366K	Buy	7,575 +835	+12%	+$40.3K	0.3%	40
2022 Q3	$296K	Sell	6,740 -1,200	-15%	-$58K	0.24%	41
2022 Q2	$359K	Buy	7,940 +1,200	+18%	+$59.2K	0.28%	37
2022 Q1	$362K	Buy	+6,740	New	+$359K	0.25%	36

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

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

Financial Guidance Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,425 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #67.

Financial Guidance Group first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. The position peaked at $420K in Q3 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Financial Guidance Group held 5,425 shares of iShares Core S&P Mid-Cap ETF worth $418K as of Q2 2026.
Financial Guidance Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.16% of Financial Guidance Group's portfolio in Q2 2026, its #67 holding.
Financial Guidance Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Financial Guidance Group's iShares Core S&P Mid-Cap ETF position peaked at $420K in Q3 2024.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.