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

Forum Financial Management’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	$344K	Sell	4,464 -827	-16%	-$60.7K	﹤0.01%	256
2026 Q1	$357K	Sell	5,291 -5	-0.1%	-$347	0.01%	239
2025 Q4	$350K	Hold	5,296	–	–	﹤0.01%	666
2025 Q3	$346K	Sell	5,296 -850	-14%	-$54.6K	﹤0.01%	660
2025 Q2	$381K	Buy	6,146 +1,328	+28%	+$78K	0.01%	530
2025 Q1	$281K	Sell	4,818 -794	-14%	-$49.3K	﹤0.01%	626
2024 Q4	$350K	Sell	5,612 -684	-11%	-$43.9K	0.01%	527
2024 Q3	$392K	Buy	6,296 +401	+7%	+$24.2K	0.01%	410
2024 Q2	$345K	Buy	5,895 +1,279	+28%	+$75.1K	0.01%	427
2024 Q1	$280K	Buy	4,616 +136	+3%	+$7.7K	﹤0.01%	526
2023 Q4	$248K	Buy	4,480 +165	+4%	+$8.37K	﹤0.01%	544
2023 Q3	$215K	Sell	4,315 -65	-1%	-$3.41K	﹤0.01%	561
2023 Q2	$229K	Sell	4,380 -420	-9%	-$20.9K	0.01%	554
2023 Q1	$240K	Buy	+4,800	New	+$245K	0.01%	477

Other funds holding IJH

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

OWM

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

SFG

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Forum Financial Management's IJH Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, selling an estimated $60.7K and leaving 4,464 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Forum Financial Management first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $392K in Q3 2024. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Forum Financial Management held 4,464 shares of iShares Core S&P Mid-Cap ETF worth $344K as of Q2 2026.
Forum Financial Management sold 827 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $60.7K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #256 holding.
Forum Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Forum Financial Management's iShares Core S&P Mid-Cap ETF position peaked at $392K in Q3 2024.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.