Founders Capital Management (Texas)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Founders Capital Management (Texas)’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	$24.2K	Buy	314 +1	+0.3%	+$73	0.01%	244
2026 Q1	$21.1K	Sell	313 -969	-76%	-$67.2K	0.01%	242
2025 Q4	$84.6K	Buy	1,282 +1	+0.1%	+$66	0.04%	98
2025 Q3	$83.6K	Buy	1,281 +1	+0.1%	+$64	0.04%	95
2025 Q2	$79.4K	Buy	1,280 +1	+0.1%	+$59	0.05%	95
2025 Q1	$74.6K	Buy	1,279 +1	+0.1%	+$62	0.05%	96
2024 Q4	$79.6K	Buy	1,278 +1	+0.1%	+$64	0.05%	98
2024 Q3	$79.6K	Buy	1,277 +2	+0.2%	+$121	0.05%	99
2024 Q2	$74.6K	Hold	1,275	–	–	0.05%	101
2024 Q1	$77.4K	Hold	1,275	–	–	0.05%	104
2023 Q4	$70.6K	Buy	1,275 +5	+0.4%	+$254	0.05%	109
2023 Q3	$63.4K	Hold	1,270	–	–	0.05%	114
2023 Q2	$66.5K	Hold	1,270	–	–	0.05%	120
2023 Q1	$64K	Buy	1,270 +970	+323%	+$49.4K	0.05%	117
2022 Q4	$14K	Hold	300	–	–	0.01%	269
2022 Q3	$13K	Sell	300 -45	-13%	-$2.18K	0.01%	270
2022 Q2	$16K	Hold	345	–	–	0.01%	253
2022 Q1	$19K	Hold	345	–	–	0.01%	216
2021 Q4	$19K	Hold	345	–	–	0.01%	216
2021 Q3	$18K	Buy	345 +5	+1%	+$269	0.01%	224
2021 Q2	$18K	Sell	340 -25	-7%	-$1.35K	0.01%	217
2021 Q1	$19K	Hold	365	–	–	0.01%	199
2020 Q4	$17K	Buy	+365	New	+$15.4K	0.01%	206
2020 Q1	$10K	Hold	360	–	–	0.01%	215
2019 Q4	$15K	Buy	360 +5	+1%	+$198	0.01%	214
2019 Q3	$14K	Hold	355	–	–	0.01%	218
2019 Q2	$14K	Hold	355	–	–	0.01%	223
2019 Q1	$13K	Buy	355 +5	+1%	+$185	0.01%	232
2018 Q4	$12K	Hold	350	–	–	0.01%	226
2018 Q3	$14K	Sell	350 -250	-42%	-$10K	0.01%	212
2018 Q2	$23K	Hold	600	–	–	0.02%	171
2018 Q1	$22K	Hold	600	–	–	0.02%	201
2017 Q4	$23K	Hold	600	–	–	0.02%	201
2017 Q3	$21K	Buy	600 +5	+0.8%	+$174	0.02%	203
2017 Q2	$21K	Hold	595	–	–	0.02%	198
2017 Q1	$20K	Buy	+595	New	+$20.2K	0.02%	208

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

Founders Capital Management (Texas)'s IJH Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.32% in Q2 2026, buying an estimated $73 and bringing the position to 314 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #244.

Founders Capital Management (Texas) first reported a position in IJH in Q1 2017 and has held it in 36 quarters since. The position peaked at $84.6K in Q4 2025. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Founders Capital Management (Texas) held 314 shares of iShares Core S&P Mid-Cap ETF worth $24.2K as of Q2 2026.
Founders Capital Management (Texas) bought 1 iShares Core S&P Mid-Cap ETF share in Q2 2026, an estimated $73.
iShares Core S&P Mid-Cap ETF made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #244 holding.
Founders Capital Management (Texas) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 36 quarters since.
Founders Capital Management (Texas)'s iShares Core S&P Mid-Cap ETF position peaked at $84.6K in Q4 2025.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.