Forthright Family Wealth Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-4,560	Closed	-$277K	–	74
2026 Q1	$277K	Buy	+4,560	New	+$316K	0.19%	49
2025 Q4	–	Sell	-6,891	Closed	-$450K	–	51
2025 Q3	$450K	Buy	6,891 +673	+11%	+$43.3K	0.28%	41
2025 Q2	$386K	Buy	6,218 +2,578	+71%	+$151K	0.24%	39
2025 Q1	$212K	Hold	3,640	–	–	0.14%	52
2024 Q4	$227K	Hold	3,640	–	–	0.15%	51
2024 Q3	$243K	Sell	3,640 -910	-20%	-$54.9K	0.16%	55
2024 Q2	$266K	Sell	4,550 -10	-0.2%	-$587	0.17%	54
2024 Q1	$277K	Buy	+4,560	New	+$258K	0.19%	49

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

Forthright Family Wealth Advisory's IJH Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 4,560 shares — an estimated $277K sold.

Forthright Family Wealth Advisory first reported a position in IJH in Q1 2024 and held it in 8 quarters. The position peaked at $450K in Q3 2025. 836 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 4,560 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $277K.
Forthright Family Wealth Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 8 quarters.
Forthright Family Wealth Advisory's iShares Core S&P Mid-Cap ETF position peaked at $450K in Q3 2025.
836 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.