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

Fortress Financial 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	$269K	Sell	3,488 -18,689	-84%	-$1.37M	0.13%	68
2026 Q1	$1.5M	Buy	22,177 +821	+4%	+$57K	1.11%	21
2025 Q4	$1.41M	Buy	21,356 +277	+1%	+$18.1K	1.04%	22
2025 Q3	$1.38M	Buy	21,079 +230	+1%	+$14.8K	1.05%	22
2025 Q2	$1.29M	Buy	20,849 +8,556	+70%	+$502K	1.1%	21
2025 Q1	$717K	Buy	12,293 +296	+2%	+$18.4K	0.72%	26
2024 Q4	$748K	Buy	+11,997	New	+$769K	0.74%	27

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 22.96% 1-Year Est. Return

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

Fortress Financial Group's IJH Position: Q2 2026 in Review

Fortress Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 84% in Q2 2026, selling an estimated $1.37M and leaving 3,488 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #68.

Fortress Financial Group first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q1 2026. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fortress Financial Group held 3,488 shares of iShares Core S&P Mid-Cap ETF worth $269K as of Q2 2026.
Fortress Financial Group sold 18,689 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.37M.
iShares Core S&P Mid-Cap ETF made up 0.13% of Fortress Financial Group's portfolio in Q2 2026, its #68 holding.
Fortress Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Fortress Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $1.5M in Q1 2026.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.