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

Fort Sheridan 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	$644K	Hold	8,354	–	–	0.07%	162
2026 Q1	$564K	Hold	8,354	–	–	0.07%	172
2025 Q4	$551K	Hold	8,354	–	–	0.07%	157
2025 Q3	$545K	Hold	8,354	–	–	0.07%	156
2025 Q2	$518K	Hold	8,354	–	–	0.07%	154
2025 Q1	$487K	Buy	8,354 +195	+2%	+$12.1K	0.07%	152
2024 Q4	$508K	Hold	8,159	–	–	0.07%	151
2024 Q3	$508K	Hold	8,159	–	–	0.08%	151
2024 Q2	$477K	Buy	8,159 +34	+0.4%	+$2K	0.08%	150
2024 Q1	$494K	Buy	8,125 +70	+0.9%	+$3.96K	0.09%	133
2023 Q4	$446K	Buy	8,055 +80	+1%	+$4.06K	0.09%	132
2023 Q3	$398K	Hold	7,975	–	–	0.09%	127
2023 Q2	$417K	Hold	7,975	–	–	0.1%	129
2023 Q1	$399K	Buy	7,975 +240	+3%	+$12.2K	0.1%	131
2022 Q4	$374K	Sell	7,735 -4,840	-38%	-$234K	0.12%	124
2022 Q3	$551K	Sell	12,575 -100	-0.8%	-$4.83K	0.19%	96
2022 Q2	$573K	Hold	12,675	–	–	0.19%	91
2022 Q1	$680K	Sell	12,675 -50	-0.4%	-$2.66K	0.2%	87
2021 Q4	$720K	Hold	12,725	–	–	0.21%	79
2021 Q3	$670K	Buy	12,725 +295	+2%	+$15.9K	0.22%	82
2021 Q2	$668K	Buy	12,430 +825	+7%	+$44.5K	0.22%	79
2021 Q1	$604K	Buy	+11,605	New	+$580K	0.24%	66

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fort Sheridan Advisors's IJH Position: Q2 2026 in Review

Fort Sheridan Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 8,354 shares worth $644K. The position accounts for 0.07% of the portfolio, ranked #162.

Fort Sheridan Advisors first reported a position in IJH in Q1 2021 and has held it in 22 quarters since. The position peaked at $720K in Q4 2021. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fort Sheridan Advisors held 8,354 shares of iShares Core S&P Mid-Cap ETF worth $644K as of Q2 2026.
Fort Sheridan Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.07% of Fort Sheridan Advisors's portfolio in Q2 2026, its #162 holding.
Fort Sheridan Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
Fort Sheridan Advisors's iShares Core S&P Mid-Cap ETF position peaked at $720K in Q4 2021.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.