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

Financial Life 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	$205K	Buy	+2,663	New	+$195K	0.06%	59
2025 Q1	–	Sell	-3,672	Closed	-$229K	–	52
2024 Q4	$229K	Hold	3,672	–	–	0.09%	43
2024 Q3	$229K	Sell	3,672 -1,146	-24%	-$69.1K	0.09%	46
2024 Q2	$282K	Hold	4,818	–	–	0.11%	46
2024 Q1	$293K	Buy	4,818 +83	+2%	+$4.7K	0.12%	50
2023 Q4	$262K	Sell	4,735 -650	-12%	-$33K	0.11%	54
2023 Q3	$269K	Sell	5,385 -1,505	-22%	-$78.9K	0.12%	45
2023 Q2	$360K	Sell	6,890 -16,240	-70%	-$807K	0.15%	46
2023 Q1	$1.16M	Sell	23,130 -5,385	-19%	-$274K	0.5%	38
2022 Q4	$1.38M	Sell	28,515 -45,690	-62%	-$2.21M	0.64%	37
2022 Q3	$3.25M	Sell	74,205 -10,745	-13%	-$519K	1.63%	16
2022 Q2	$3.84M	Sell	84,950 -480	-0.6%	-$23.7K	1.8%	16
2022 Q1	$4.58M	Buy	85,430 +75	+0.1%	+$3.99K	1.9%	15
2021 Q4	$4.83M	Buy	85,355 +3,335	+4%	+$186K	1.9%	14
2021 Q3	$4.32M	Buy	82,020 +6,700	+9%	+$360K	1.81%	16
2021 Q2	$4.05M	Sell	75,320 -3,625	-5%	-$196K	1.74%	16
2021 Q1	$4.11M	Sell	78,945 -605	-0.8%	-$30.2K	1.91%	15
2020 Q4	$3.66M	Sell	79,550 -715	-0.9%	-$30.1K	1.89%	14
2020 Q3	$2.97M	Buy	80,265 +2,825	+4%	+$106K	1.56%	15
2020 Q2	$2.75M	Sell	77,440 -6,855	-8%	-$228K	1.63%	16
2020 Q1	$2.42M	Buy	84,295 +14,855	+21%	+$552K	1.66%	16
2019 Q4	$2.86M	Sell	69,440 -2,725	-4%	-$108K	1.73%	15
2019 Q3	$2.79M	Buy	72,165 +4,795	+7%	+$184K	1.77%	15
2019 Q2	$2.62M	Buy	67,370 +4,990	+8%	+$191K	1.73%	15
2019 Q1	$2.36M	Buy	62,380 +5,425	+10%	+$200K	1.63%	15
2018 Q4	$1.89M	Buy	56,955 +1,270	+2%	+$46.3K	1.46%	18
2018 Q3	$2.24M	Buy	55,685 +8,425	+18%	+$339K	1.64%	18
2018 Q2	$1.84M	Buy	47,260 +13,870	+42%	+$536K	1.51%	20
2018 Q1	$1.22M	Sell	33,390 -6,185	-16%	-$237K	1.12%	23
2017 Q4	$1.5M	Buy	+39,575	New	+$1.46M	1.21%	23

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 Life Advisors's IJH Position: Q2 2026 in Review

Financial Life Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,663 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #59 among its holdings. This is a return to the name: Financial Life Advisors previously reported a position in IJH as recently as Q4 2024.

Financial Life Advisors first reported a position in IJH in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.83M in Q4 2021. 1,417 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Financial Life Advisors held 2,663 shares of iShares Core S&P Mid-Cap ETF worth $205K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Financial Life Advisors position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Financial Life Advisors's portfolio in Q2 2026, its #59 holding.
Financial Life Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 30 quarters since.
Financial Life Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.83M in Q4 2021.
1,417 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.