Fortitude Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fortitude Advisory Group’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	$952K	Buy	12,345 +3,314	+37%	+$243K	0.36%	59
2026 Q1	$610K	Buy	9,031 +2,686	+42%	+$186K	0.27%	76
2025 Q4	$419K	Buy	+6,345	New	+$416K	0.18%	97
2023 Q3	–	Sell	-3,875	Closed	-$203K	–	212
2023 Q2	$203K	Sell	3,875 -1,080	-22%	-$53.7K	0.15%	179
2023 Q1	$248K	Buy	4,955 +480	+11%	+$24.5K	0.19%	148
2022 Q4	$217K	Buy	+4,475	New	+$216K	0.18%	175
2022 Q3	–	Sell	-4,560	Closed	-$206K	–	209
2022 Q2	$206K	Sell	4,560 -4,620	-50%	-$228K	0.19%	169
2022 Q1	$492K	Buy	9,180 +75	+0.8%	+$3.99K	0.26%	69
2021 Q4	$516K	Buy	+9,105	New	+$507K	0.26%	64

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Fortitude Advisory Group's IJH Position: Q2 2026 in Review

Fortitude Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 37% in Q2 2026, buying an estimated $243K and bringing the position to 12,345 shares worth $952K. The position accounts for 0.36% of the portfolio, ranked #59.

Fortitude Advisory Group first reported a position in IJH in Q4 2021 and has held it in 9 quarters since. 1,212 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fortitude Advisory Group held 12,345 shares of iShares Core S&P Mid-Cap ETF worth $952K as of Q2 2026.
Fortitude Advisory Group bought 3,314 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $243K.
iShares Core S&P Mid-Cap ETF made up 0.36% of Fortitude Advisory Group's portfolio in Q2 2026, its #59 holding.
Fortitude Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
1,212 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.