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

FORM Wealth 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	$36.7M	Sell	475,865 -120,732	-20%	-$8.86M	4.04%	8
2026 Q1	$40.3M	Sell	596,597 -90,679	-13%	-$6.29M	4.72%	8
2025 Q4	$45.4M	Buy	+687,276	New	+$45M	5.31%	6
2025 Q2	$44M	Buy	708,892 +70,608	+11%	+$4.14M	5.32%	6
2025 Q1	$37.2M	Buy	+638,284	New	+$39.6M	5.06%	6

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

FORM Wealth Advisors's IJH Position: Q2 2026 in Review

FORM Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q2 2026, selling an estimated $8.86M and leaving 475,865 shares worth $36.7M. The position accounts for 4.04% of the portfolio, ranked #8.

FORM Wealth Advisors first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. The position peaked at $45.4M in Q4 2025. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

FORM Wealth Advisors held 475,865 shares of iShares Core S&P Mid-Cap ETF worth $36.7M as of Q2 2026.
FORM Wealth Advisors sold 120,732 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.86M.
iShares Core S&P Mid-Cap ETF made up 4.04% of FORM Wealth Advisors's portfolio in Q2 2026, its #8 holding.
FORM Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $45.4M in Q4 2025.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.