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

FLC Capital 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	$2.75M	Sell	35,607 -3,498	-9%	-$257K	0.44%	42
2026 Q1	$2.64M	Sell	39,105 -2,134	-5%	-$148K	0.47%	41
2025 Q4	$2.72M	Sell	41,239 -381	-0.9%	-$25K	0.5%	39
2025 Q3	$2.72M	Buy	41,620 +427	+1%	+$27.4K	0.53%	39
2025 Q2	$2.55M	Sell	41,193 -4,337	-10%	-$255K	0.53%	39
2025 Q1	$2.66M	Buy	45,530 +2,723	+6%	+$169K	0.6%	36
2024 Q4	$2.67M	Sell	42,807 -3,288	-7%	-$211K	0.61%	36
2024 Q3	$2.87M	Sell	46,095 -597	-1%	-$36K	0.66%	37
2024 Q2	$2.73M	Buy	46,692 +2	+0%	+$117	0.67%	37
2024 Q1	$2.84M	Hold	46,690	–	–	0.72%	36
2023 Q4	$2.59M	Sell	46,690 -1,470	-3%	-$74.6K	0.7%	35
2023 Q3	$2.4M	Sell	48,160 -7,525	-14%	-$394K	0.73%	33
2023 Q2	$2.91M	Sell	55,685 -1,185	-2%	-$58.9K	0.85%	28
2023 Q1	$2.85M	Sell	56,870 -1,000	-2%	-$50.9K	0.87%	27
2022 Q4	$2.8M	Sell	57,870 -3,060	-5%	-$148K	0.87%	28
2022 Q3	$2.67M	Sell	60,930 -5,050	-8%	-$244K	0.93%	28
2022 Q2	$2.98M	Hold	65,980	–	–	0.99%	27
2022 Q1	$3.54M	Sell	65,980 -1,205	-2%	-$64.2K	0.99%	28
2021 Q4	$3.8M	Sell	67,185 -55	-0.1%	-$3.06K	1.06%	23
2021 Q3	$3.54M	Sell	67,240 -1,405	-2%	-$75.6K	1.04%	26
2021 Q2	$3.69M	Sell	68,645 -11,035	-14%	-$596K	1.09%	24
2021 Q1	$4.15M	Sell	79,680 -7,445	-9%	-$372K	1.3%	21
2020 Q4	$4M	Sell	87,125 -1,865	-2%	-$78.6K	1.33%	19
2020 Q3	$3.52M	Sell	88,990 -40,520	-31%	-$1.51M	1.29%	20
2020 Q2	$4.64M	Sell	129,510 -124,740	-49%	-$4.14M	1.84%	19
2020 Q1	$6.96M	Sell	254,250 -9,065	-3%	-$337K	3.23%	8
2019 Q4	$10.8M	Buy	263,315 +3,850	+1%	+$153K	4.34%	8
2019 Q3	$10M	Sell	259,465 -5,865	-2%	-$225K	4.25%	8
2019 Q2	$10.3M	Buy	265,330 +1,670	+0.6%	+$64K	4.25%	8
2019 Q1	$9.99M	Buy	263,660 +84,465	+47%	+$3.12M	4.52%	8
2018 Q4	$5.95M	Buy	+179,195	New	+$6.54M	4.01%	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

FLC Capital Advisors's IJH Position: Q2 2026 in Review

FLC Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.9% in Q2 2026, selling an estimated $257K and leaving 35,607 shares worth $2.75M. The position accounts for 0.44% of the portfolio, ranked #42.

FLC Capital Advisors first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.8M in Q4 2019. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

FLC Capital Advisors held 35,607 shares of iShares Core S&P Mid-Cap ETF worth $2.75M as of Q2 2026.
FLC Capital Advisors sold 3,498 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $257K.
iShares Core S&P Mid-Cap ETF made up 0.44% of FLC Capital Advisors's portfolio in Q2 2026, its #42 holding.
FLC Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
FLC Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $10.8M in Q4 2019.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.