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

Foundations Investment 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 		$2.48M Buy
32,186
+1,345
+4% +$98.7K 0.03% 358
2026
Q1 		$2.08M Buy
30,841
+608
+2% +$42.2K 0.03% 370
2025
Q4 		$2M Buy
30,233
+8,674
+40% +$568K 0.03% 349
2025
Q3 		$1.41M Buy
21,559
+857
+4% +$55.1K 0.02% 389
2025
Q2 		$1.28M Sell
20,702
-3,382
-14% -$199K 0.02% 376
2025
Q1 		$1.41M Sell
24,084
-13,066
-35% -$811K 0.03% 343
2024
Q4 		$2.31M Buy
37,150
+14,543
+64% +$933K 0.04% 264
2024
Q3 		$1.41M Sell
22,607
-1,731
-7% -$104K 0.03% 315
2024
Q2 		$1.42M Sell
24,338
-59,842
-71% -$3.52M 0.03% 284
2024
Q1 		$5.11M Buy
84,180
+25,520
+44% +$1.44M 0.13% 135
2023
Q4 		$3.24M Sell
58,660
-195,015
-77% -$9.89M 0.09% 171
2023
Q3 		$12.7M Buy
253,675
+217,015
+592% +$11.4M 0.39% 54
2023
Q2 		$1.92M Buy
36,660
+31,860
+664% +$1.58M 0.06% 198
2023
Q1 		$240K Sell
4,800
-385
-7% -$19.6K 0.01% 437
2022
Q4 		$251K Buy
5,185
+110
+2% +$5.31K 0.01% 375
2022
Q3 		$223K Sell
5,075
-455
-8% -$22K 0.01% 362
2022
Q2 		$251K Buy
+5,530
New +$273K 0.01% 331
2021
Q3 		– Sell
-3,905
Closed -$211K – 323
2021
Q2 		$211K Buy
+3,905
New +$211K 0.01% 282
2019
Q1 		– Sell
-14,980
Closed -$558K – 107
2018
Q4 		$558K Buy
+14,980
New +$547K 0.12% 53

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Foundations Investment Advisors's IJH Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.4% in Q2 2026, buying an estimated $98.7K and bringing the position to 32,186 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #358.

Foundations Investment Advisors first reported a position in IJH in Q4 2018 and has held it in 19 quarters since. The position peaked at $12.7M in Q3 2023. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Foundations Investment Advisors held 32,186 shares of iShares Core S&P Mid-Cap ETF worth $2.48M as of Q2 2026.
  • Foundations Investment Advisors bought 1,345 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $98.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #358 holding.
  • Foundations Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 19 quarters since.
  • Foundations Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $12.7M in Q3 2023.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.