Focus Partners Advisor Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Focus Partners Advisor Solutions’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	$8.68M	Sell	112,574 -2,490	-2%	-$183K	0.07%	126
2026 Q1	$7.77M	Buy	115,064 +12,576	+12%	+$872K	0.08%	119
2025 Q4	$6.76M	Sell	102,488 -16,169	-14%	-$1.06M	0.08%	113
2025 Q3	$7.75M	Buy	118,657 +47,988	+68%	+$3.08M	0.09%	122
2025 Q2	$4.38M	Sell	70,669 -7,935	-10%	-$466K	0.06%	160
2025 Q1	$4.59M	Buy	78,604 +8,068	+11%	+$501K	0.07%	142
2024 Q4	$4.4M	Buy	70,536 +6,366	+10%	+$408K	0.07%	137
2024 Q3	$4M	Sell	64,170 -397	-0.6%	-$23.9K	0.08%	121
2024 Q2	$3.78M	Sell	64,567 -10,302	-14%	-$605K	0.1%	104
2024 Q1	$4.55M	Buy	74,869 +20,444	+38%	+$1.16M	0.13%	86
2023 Q4	$3.02M	Buy	54,425 +15,100	+38%	+$766K	0.14%	73
2023 Q3	$1.96M	Sell	39,325 -7,010	-15%	-$367K	0.1%	102
2023 Q2	$2.42M	Buy	46,335 +19,375	+72%	+$963K	0.13%	71
2023 Q1	$1.35M	Sell	26,960 -112,875	-81%	-$5.75M	0.09%	102
2022 Q4	$6.76M	Buy	139,835 +22,785	+19%	+$1.1M	0.52%	28
2022 Q3	$5.13M	Buy	117,050 +3,680	+3%	+$178K	0.3%	39
2022 Q2	$5.13M	Buy	113,370 +12,450	+12%	+$615K	0.43%	33
2022 Q1	$5.42M	Buy	+100,920	New	+$5.37M	0.54%	30

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

Focus Partners Advisor Solutions's IJH Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q2 2026, selling an estimated $183K and leaving 112,574 shares worth $8.68M. The position accounts for 0.07% of the portfolio, ranked #126.

Focus Partners Advisor Solutions first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Focus Partners Advisor Solutions held 112,574 shares of iShares Core S&P Mid-Cap ETF worth $8.68M as of Q2 2026.
Focus Partners Advisor Solutions sold 2,490 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $183K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #126 holding.
Focus Partners Advisor Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.