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

Finley Financial’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	$14.9M	Sell	193,032 -2,930	-1%	-$215K	5.99%	7
2026 Q1	$13.2M	Buy	195,962 +3,445	+2%	+$239K	6.2%	5
2025 Q4	$12.7M	Buy	192,517 +2,430	+1%	+$159K	5.82%	6
2025 Q3	$12.4M	Buy	190,087 +40,758	+27%	+$2.62M	5.74%	6
2025 Q2	$9.26M	Buy	149,329 +7,576	+5%	+$445K	4.66%	8
2025 Q1	$8.09M	Buy	141,753 +2,478	+2%	+$154K	4.51%	9
2024 Q4	$8.9M	Buy	+139,275	New	+$8.93M	4.63%	7

Other funds holding IJH

MRC

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Finley Financial's IJH Position: Q2 2026 in Review

Finley Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, selling an estimated $215K and leaving 193,032 shares worth $14.9M. The position accounts for 5.99% of the portfolio, ranked #7.

Finley Financial first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Finley Financial held 193,032 shares of iShares Core S&P Mid-Cap ETF worth $14.9M as of Q2 2026.
Finley Financial sold 2,930 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $215K.
iShares Core S&P Mid-Cap ETF made up 5.99% of Finley Financial's portfolio in Q2 2026, its #7 holding.
Finley Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.