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

Fortune Financial Advisors’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	$1.13M	Sell	14,657 -37	-0.3%	-$2.71K	0.48%	58
2026 Q1	$992K	Sell	14,694 -28	-0.2%	-$1.94K	0.51%	54
2025 Q4	$972K	Sell	14,722 -2,461	-14%	-$161K	0.66%	45
2025 Q3	$1.12M	Sell	17,183 -1,241	-7%	-$79.8K	0.84%	36
2025 Q2	$1.14M	Sell	18,424 -422	-2%	-$24.8K	0.92%	34
2025 Q1	$1.1M	Sell	18,846 -297	-2%	-$18.4K	0.95%	35
2024 Q4	$1.19M	Buy	19,143 +5	+0%	+$321	1.08%	33
2024 Q3	$1.19M	Sell	19,138 -1,668	-8%	-$101K	1.08%	33
2024 Q2	$1.22M	Sell	20,806 -1,258	-6%	-$73.9K	0.75%	44
2024 Q1	$1.34M	Sell	22,064 -541	-2%	-$30.6K	0.85%	33
2023 Q4	$1.25M	Sell	22,605 -2,180	-9%	-$111K	0.87%	35
2023 Q3	$1.24M	Sell	24,785 -225	-0.9%	-$11.8K	0.95%	32
2023 Q2	$1.31M	Buy	+25,010	New	+$1.24M	0.98%	33

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Fortune Financial Advisors's IJH Position: Q2 2026 in Review

Fortune Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q2 2026, selling an estimated $2.71K and leaving 14,657 shares worth $1.13M. The position accounts for 0.48% of the portfolio, ranked #58.

Fortune Financial Advisors first reported a position in IJH in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q1 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fortune Financial Advisors held 14,657 shares of iShares Core S&P Mid-Cap ETF worth $1.13M as of Q2 2026.
Fortune Financial Advisors sold 37 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.71K.
iShares Core S&P Mid-Cap ETF made up 0.48% of Fortune Financial Advisors's portfolio in Q2 2026, its #58 holding.
Fortune Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.34M in Q1 2024.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.