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

Financial Strategies 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	$4.16M	Sell	54,944 -506	-0.9%	-$37.1K	0.66%	33
2026 Q1	$4.04M	Sell	55,450 -723	-1%	-$50.2K	0.68%	33
2025 Q4	$3.86M	Buy	56,173 +874	+2%	+$57.3K	0.7%	33
2025 Q3	$3.59M	Sell	55,299 -803	-1%	-$51.6K	0.68%	33
2025 Q2	$3.56M	Buy	56,102 +341	+0.6%	+$20K	0.74%	30
2025 Q1	$3.07M	Buy	55,761 +4,339	+8%	+$269K	0.73%	31
2024 Q4	$3.18M	Sell	51,422 -1,005	-2%	-$64.5K	0.76%	30
2024 Q3	$3.32M	Sell	52,427 -95	-0.2%	-$5.73K	0.78%	30
2024 Q2	$3.03M	Sell	52,522 -1,854	-3%	-$109K	0.76%	30
2024 Q1	$3.26M	Sell	54,376 -5,974	-10%	-$338K	0.88%	30
2023 Q4	$3.3M	Sell	60,350 -8,725	-13%	-$443K	0.94%	27
2023 Q3	$3.46M	Buy	69,075 +3,745	+6%	+$196K	1.09%	19
2023 Q2	$3.42M	Sell	65,330 -465	-0.7%	-$23.1K	1.09%	20
2023 Q1	$3.29M	Sell	65,795 -1,870	-3%	-$95.3K	1.27%	16
2022 Q4	$3.27M	Sell	67,665 -2,855	-4%	-$138K	1.36%	18
2022 Q3	$3.09M	Sell	70,520 -19,885	-22%	-$961K	1.4%	15
2022 Q2	$4.09M	Buy	90,405 +18,690	+26%	+$923K	1.71%	14
2022 Q1	$3.85M	Sell	71,715 -560	-0.8%	-$29.8K	1.53%	15
2021 Q4	$4.09M	Buy	72,275 +320	+0.4%	+$17.8K	1.67%	15
2021 Q3	$3.79M	Sell	71,955 -525	-0.7%	-$28.2K	1.69%	15
2021 Q2	$3.9M	Sell	72,480 -1,325	-2%	-$71.5K	1.8%	14
2021 Q1	$3.84M	Sell	73,805 -8,235	-10%	-$411K	1.99%	13
2020 Q4	$3.77M	Sell	82,040 -785	-0.9%	-$33.1K	2.1%	13
2020 Q3	$3.07M	Sell	82,825 -9,855	-11%	-$368K	2.07%	13
2020 Q2	$3.3M	Sell	92,680 -1,175	-1%	-$39K	2.45%	12
2020 Q1	$2.7M	Buy	93,855 +8,460	+10%	+$315K	2.45%	13
2019 Q4	$3.52M	Buy	+85,395	New	+$3.38M	2.83%	9

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 Strategies Group's IJH Position: Q2 2026 in Review

Financial Strategies Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.91% in Q2 2026, selling an estimated $37.1K and leaving 54,944 shares worth $4.16M. The position accounts for 0.66% of the portfolio, ranked #33.

Financial Strategies Group first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Financial Strategies Group held 54,944 shares of iShares Core S&P Mid-Cap ETF worth $4.16M as of Q2 2026.
Financial Strategies Group sold 506 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $37.1K.
iShares Core S&P Mid-Cap ETF made up 0.66% of Financial Strategies Group's portfolio in Q2 2026, its #33 holding.
Financial Strategies Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 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 Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.