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

Financial Management Professionals’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	$22.7K	Buy	294 +94	+47%	+$6.9K	﹤0.01%	416
2026 Q1	$13.5K	Sell	200 -33,236	-99%	-$2.31M	﹤0.01%	487
2025 Q4	$2.21M	Buy	33,436 +238	+0.7%	+$15.6K	0.23%	40
2025 Q3	$2.17M	Buy	33,198 +32,998	+16,499%	+$2.12M	0.23%	41
2025 Q2	$12.4K	Hold	200	–	–	﹤0.01%	503
2025 Q1	$11.7K	Hold	200	–	–	﹤0.01%	501
2024 Q4	$12.5K	Sell	200 -111,159	-100%	-$7.13M	﹤0.01%	483
2024 Q3	$6.94M	Buy	111,359 +111,244	+96,734%	+$6.71M	0.86%	27
2024 Q2	$7K	Sell	115 -542	-82%	-$31.8K	﹤0.01%	539
2024 Q1	$40K	Buy	+657	New	+$37.2K	0.01%	311
2023 Q2	–	Sell	-142,325	Closed	-$7.12M	–	1014
2023 Q1	$7.12M	Buy	+142,325	New	+$7.25M	1.37%	20
2022 Q4	–	Sell	-151,795	Closed	-$6.66M	–	996
2022 Q3	$6.66M	Buy	+151,795	New	+$7.34M	1.52%	18
2022 Q1	–	Sell	-160,175	Closed	-$9.07M	–	1085
2021 Q4	$9.07M	Buy	+160,175	New	+$8.92M	1.92%	18
2021 Q1	–	Sell	-150	Closed	-$7K	–	683
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	409
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	377
2020 Q2	$5K	Hold	150	–	–	﹤0.01%	388
2020 Q1	$4K	Sell	150 -60	-29%	-$2.23K	﹤0.01%	216
2019 Q4	$9K	Hold	210	–	–	﹤0.01%	194
2019 Q3	$8K	Buy	210 +60	+40%	+$2.31K	﹤0.01%	196
2019 Q2	$6K	Hold	150	–	–	﹤0.01%	229
2019 Q1	$6K	Hold	150	–	–	﹤0.01%	190
2018 Q4	$5K	Hold	150	–	–	﹤0.01%	188
2018 Q3	$6K	Hold	150	–	–	﹤0.01%	202
2018 Q2	$6K	Hold	150	–	–	﹤0.01%	190
2018 Q1	$6K	Hold	150	–	–	﹤0.01%	191
2017 Q4	$5K	Hold	150	–	–	﹤0.01%	173
2017 Q3	$5K	Hold	150	–	–	﹤0.01%	174
2017 Q2	$5K	Hold	150	–	–	﹤0.01%	191
2017 Q1	$5K	Hold	150	–	–	﹤0.01%	213
2016 Q4	$4K	Hold	150	–	–	﹤0.01%	212
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	234
2016 Q2	$4K	Hold	150	–	–	﹤0.01%	325
2016 Q1	$4K	Hold	150	–	–	﹤0.01%	198
2015 Q4	$4K	Hold	150	–	–	﹤0.01%	197
2015 Q3	$4K	Hold	150	–	–	﹤0.01%	213
2015 Q2	$4K	Hold	150	–	–	﹤0.01%	211
2015 Q1	$5K	Hold	150	–	–	﹤0.01%	222
2014 Q4	$4K	Hold	150	–	–	﹤0.01%	247
2014 Q3	$4K	Hold	150	–	–	﹤0.01%	211
2014 Q2	$4K	Hold	150	–	–	﹤0.01%	213
2014 Q1	$4K	Hold	150	–	–	﹤0.01%	213
2013 Q4	$4K	Hold	150	–	–	﹤0.01%	223
2013 Q3	$4K	Hold	150	–	–	﹤0.01%	220
2013 Q2	$3K	Buy	+150	New	+$3.48K	﹤0.01%	222

Other funds holding IJH

VFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Management Professionals's IJH Position: Q2 2026 in Review

Financial Management Professionals increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 47% in Q2 2026, buying an estimated $6.9K and bringing the position to 294 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Financial Management Professionals first reported a position in IJH in Q2 2013 and has held it in 44 quarters since. The position peaked at $9.07M in Q4 2021. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Financial Management Professionals held 294 shares of iShares Core S&P Mid-Cap ETF worth $22.7K as of Q2 2026.
Financial Management Professionals bought 94 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.9K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #416 holding.
Financial Management Professionals first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 44 quarters since.
Financial Management Professionals's iShares Core S&P Mid-Cap ETF position peaked at $9.07M in Q4 2021.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.