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

Fortitude Family Office’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	$7.8M	Sell	101,203 -878	-0.9%	-$64.4K	1.51%	19
2026 Q1	$6.89M	Sell	102,081 -173	-0.2%	-$12K	1.54%	16
2025 Q4	$6.75M	Sell	102,254 -3,277	-3%	-$215K	1.57%	15
2025 Q3	$6.89M	Sell	105,531 -2,741	-3%	-$176K	1.85%	15
2025 Q2	$6.72M	Buy	108,272 +57,200	+112%	+$3.36M	2.2%	11
2025 Q1	$2.98M	Buy	51,072 +13,796	+37%	+$857K	1.06%	18
2024 Q4	$2.32M	Sell	37,276 -2,419	-6%	-$155K	0.83%	27
2024 Q3	$2.47M	Sell	39,695 -196	-0.5%	-$11.8K	0.98%	20
2024 Q2	$2.33M	Buy	39,891 +553	+1%	+$32.5K	1.32%	15
2024 Q1	$2.39M	Sell	39,338 -1,927	-5%	-$109K	1.61%	13
2023 Q4	$2.29M	Buy	+41,265	New	+$2.09M	1.7%	8

Other funds holding IJH

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

AIM

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Fortitude Family Office's IJH Position: Q2 2026 in Review

Fortitude Family Office reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.86% in Q2 2026, selling an estimated $64.4K and leaving 101,203 shares worth $7.8M. The position accounts for 1.51% of the portfolio, ranked #19.

Fortitude Family Office first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fortitude Family Office held 101,203 shares of iShares Core S&P Mid-Cap ETF worth $7.8M as of Q2 2026.
Fortitude Family Office sold 878 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $64.4K.
iShares Core S&P Mid-Cap ETF made up 1.51% of Fortitude Family Office's portfolio in Q2 2026, its #19 holding.
Fortitude Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.