Forum Private Client Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Forum Private Client 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	$3.18M	Sell	41,215 -11,587	-22%	-$850K	0.95%	21
2026 Q1	$3.55M	Sell	52,802 -8,091	-13%	-$561K	1.18%	19
2025 Q4	$4.02M	Sell	60,893 -9,658	-14%	-$633K	1.37%	20
2025 Q3	$4.6M	Sell	70,551 -5,514	-7%	-$354K	1.64%	17
2025 Q2	$4.72M	Buy	76,065 +6,458	+9%	+$379K	1.82%	17
2025 Q1	$4.06M	Sell	69,607 -1,183	-2%	-$73.5K	1.76%	18
2024 Q4	$4.41M	Sell	70,790 -1,626	-2%	-$104K	1.96%	16
2024 Q3	$4.51M	Sell	72,416 -346	-0.5%	-$20.9K	2%	15
2024 Q2	$4.26M	Sell	72,762 -2,637	-3%	-$155K	2.02%	15
2024 Q1	$4.58M	Buy	75,399 +1,179	+2%	+$66.7K	2.22%	15
2023 Q4	$4.11M	Buy	+74,220	New	+$3.76M	2.15%	14
2023 Q3	–	Sell	-79,500	Closed	-$4.16M	–	27
2023 Q2	$4.16M	Sell	79,500 -1,185	-1%	-$58.9K	2.38%	15
2023 Q1	$4.04M	Sell	80,685 -640	-0.8%	-$32.6K	2.55%	13
2022 Q4	$3.93M	Sell	81,325 -1,305	-2%	-$63K	2.72%	12
2022 Q3	$3.62M	Sell	82,630 -1,305	-2%	-$63.1K	2.71%	12
2022 Q2	$3.8M	Buy	83,935 +4,855	+6%	+$240K	2.76%	11
2022 Q1	$4.24M	Buy	+79,080	New	+$4.21M	3.3%	8

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

Forum Private Client Group's IJH Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q2 2026, selling an estimated $850K and leaving 41,215 shares worth $3.18M. The position accounts for 0.95% of the portfolio, ranked #21.

Forum Private Client Group first reported a position in IJH in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.72M in Q2 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Forum Private Client Group held 41,215 shares of iShares Core S&P Mid-Cap ETF worth $3.18M as of Q2 2026.
Forum Private Client Group sold 11,587 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $850K.
iShares Core S&P Mid-Cap ETF made up 0.95% of Forum Private Client Group's portfolio in Q2 2026, its #21 holding.
Forum Private Client Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Forum Private Client Group's iShares Core S&P Mid-Cap ETF position peaked at $4.72M in Q2 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.