First Heartland Consultants’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

First Heartland Consultants’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	$3.12M	Buy	40,496 +3,108	+8%	+$228K	0.2%	108
2026 Q1	$2.52M	Buy	37,388 +4,749	+15%	+$329K	0.19%	102
2025 Q4	$2.15M	Buy	32,639 +1,563	+5%	+$102K	0.16%	115
2025 Q3	$2.03M	Buy	31,076 +2,420	+8%	+$156K	0.16%	113
2025 Q2	$1.78M	Buy	28,656 +3,126	+12%	+$184K	0.16%	117
2025 Q1	$1.49M	Buy	25,530 +1,786	+8%	+$111K	0.15%	117
2024 Q4	$1.48M	Buy	23,744 +4,132	+21%	+$265K	0.15%	117
2024 Q3	$1.22M	Buy	19,612 +1,726	+10%	+$104K	0.13%	125
2024 Q2	$1.05K	Buy	17,886 +1,161	+7%	+$68.2K	0.07%	170
2024 Q1	$1.02M	Buy	16,725 +920	+6%	+$52.1K	0.11%	162
2023 Q4	$876K	Buy	15,805 +65	+0.4%	+$3.3K	0.11%	155
2023 Q3	$785K	Buy	15,740 +3,690	+31%	+$193K	0.1%	161
2023 Q2	$630K	Buy	12,050 +1,330	+12%	+$66.1K	0.08%	174
2023 Q1	$536K	Sell	10,720 -30	-0.3%	-$1.53K	0.08%	188
2022 Q4	$520K	Sell	10,750 -2,225	-17%	-$107K	0.08%	192
2022 Q3	$569	Buy	12,975 +1,050	+9%	+$50.8K	0.05%	170
2022 Q2	$539K	Buy	11,925 +785	+7%	+$38.8K	0.08%	183
2022 Q1	$598K	Buy	11,140 +2,525	+29%	+$134K	0.09%	164
2021 Q4	$488	Sell	8,615 -400	-4%	-$22.3K	0.02%	202
2021 Q3	$474K	Buy	9,015 +70	+0.8%	+$3.77K	0.07%	205
2021 Q2	$481K	Buy	8,945 +1,170	+15%	+$63.2K	0.07%	215
2021 Q1	$405K	Hold	7,775	–	–	0.06%	238
2020 Q4	$357K	Sell	7,775 -610	-7%	-$25.7K	0.06%	218
2020 Q3	$311K	Sell	8,385 -360	-4%	-$13.5K	0.06%	204
2020 Q2	$311K	Sell	8,745 -545	-6%	-$18.1K	0.06%	210
2020 Q1	$267K	Sell	9,290 -1,215	-12%	-$45.2K	0.07%	205
2019 Q4	$432K	Buy	10,505 +1,060	+11%	+$42K	0.09%	190
2019 Q3	$365K	Buy	9,445 +4,170	+79%	+$160K	0.08%	198
2019 Q2	$205K	Sell	5,275 -775	-13%	-$29.7K	0.05%	270
2019 Q1	$229K	Sell	6,050 -240	-4%	-$8.86K	0.06%	243
2018 Q4	$209K	Sell	6,290 -3,615	-36%	-$132K	0.08%	228
2018 Q3	$399K	Sell	9,905 -2,290	-19%	-$92K	0.12%	161
2018 Q2	$475K	Sell	12,195 -36,265	-75%	-$1.4M	0.17%	137
2018 Q1	$1.82M	Buy	48,460 +25,035	+107%	+$958K	0.54%	58
2017 Q4	$889K	Sell	23,425 -120	-0.5%	-$4.44K	0.27%	95
2017 Q3	$842K	Buy	23,545 +600	+3%	+$20.9K	0.2%	142
2017 Q2	$798K	Buy	22,945 +4,965	+28%	+$171K	0.21%	140
2017 Q1	$616K	Buy	17,980 +1,250	+7%	+$42.5K	0.17%	161
2016 Q4	$553K	Sell	16,730 -1,570	-9%	-$49.8K	0.17%	164
2016 Q3	$566K	Buy	18,300 +485	+3%	+$15K	0.16%	153
2016 Q2	$532	Buy	17,815 +295	+2%	+$8.65K	0.06%	149
2016 Q1	$505K	Sell	17,520 -137,875	-89%	-$3.68M	0.19%	136
2015 Q4	$4.33M	Buy	155,395 +1,995	+1%	+$57K	1.64%	9
2015 Q3	$4.19M	Buy	153,400 +3,830	+3%	+$111K	1.75%	10
2015 Q2	$4.49K	Buy	149,570 +14,090	+10%	+$430K	1.22%	15
2015 Q1	$4.12M	Buy	135,480 +18,485	+16%	+$547K	1.57%	11
2014 Q4	$3.39M	Buy	116,995 +660	+0.6%	+$18.5K	1.4%	11
2014 Q3	$3.18M	Sell	116,335 -11,310	-9%	-$319K	1.4%	13
2014 Q2	$3.65M	Sell	127,645 -4,105	-3%	-$113K	1.65%	10
2014 Q1	$3.62M	Buy	131,750 +9,080	+7%	+$244K	1.78%	7
2013 Q4	$3.28M	Buy	122,670 +8,395	+7%	+$217K	1.85%	9
2013 Q3	$2.87M	Buy	114,275 +2,635	+2%	+$64.3K	1.74%	10
2013 Q2	$2.58M	Buy	+111,640	New	+$2.59M	1.5%	11

Other funds holding IJH

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

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

First Heartland Consultants's IJH Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.3% in Q2 2026, buying an estimated $228K and bringing the position to 40,496 shares worth $3.12M. The position accounts for 0.2% of the portfolio, ranked #108.

First Heartland Consultants first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.33M in Q4 2015. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

First Heartland Consultants held 40,496 shares of iShares Core S&P Mid-Cap ETF worth $3.12M as of Q2 2026.
First Heartland Consultants bought 3,108 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $228K.
iShares Core S&P Mid-Cap ETF made up 0.2% of First Heartland Consultants's portfolio in Q2 2026, its #108 holding.
First Heartland Consultants first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
First Heartland Consultants's iShares Core S&P Mid-Cap ETF position peaked at $4.33M in Q4 2015.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.