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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.33M Sell
82,144
-2,578
-3% -$189K 0.71% 24
2026
Q1
$5.72M Buy
84,722
+69,351
+451% +$4.81M 0.75% 27
2025
Q4
$1.01M Buy
15,371
+634
+4% +$41.5K 0.15% 120
2025
Q3
$962K Sell
14,737
-19,788
-57% -$1.27M 0.15% 112
2025
Q2
$2.14M Buy
34,525
+554
+2% +$32.5K 0.38% 39
2025
Q1
$1.98M Buy
33,971
+25,002
+279% +$1.55M 0.4% 35
2024
Q4
$555K Sell
8,969
-24,216
-73% -$1.55M 0.19% 104
2024
Q3
$2.07M Buy
33,185
+25,456
+329% +$1.54M 0.69% 22
2024
Q2
$452K Buy
7,729
+1,171
+18% +$68.8K 0.16% 108
2024
Q1
$398K Buy
+6,558
New +$371K 0.17% 109
2023
Q3
Sell
-6,900
Closed -$361K 112
2023
Q2
$361K Sell
6,900
-4,140
-38% -$206K 0.21% 64
2023
Q1
$552K Buy
11,040
+6,880
+165% +$351K 0.3% 51
2022
Q4
$201K Buy
+4,160
New +$201K 0.12% 121

Other funds holding IJH

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

Fortis Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q2 2026, selling an estimated $189K and leaving 82,144 shares worth $6.33M. The position accounts for 0.71% of the portfolio, ranked #24.

Fortis Capital Advisors first reported a position in IJH in Q4 2022 and has held it in 13 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Fortis Capital Advisors held 82,144 shares of iShares Core S&P Mid-Cap ETF worth $6.33M as of Q2 2026.
  • Fortis Capital Advisors sold 2,578 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $189K.
  • iShares Core S&P Mid-Cap ETF made up 0.71% of Fortis Capital Advisors's portfolio in Q2 2026, its #24 holding.
  • Fortis Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.