FFA
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Founders Financial Alliance’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Founders Financial Alliance’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 		$923K Sell
11,975
-4,401
-27% -$323K 0.12% 161
2026
Q1 		$1.11M Buy
16,376
+266
+2% +$18.5K 0.2% 115
2025
Q4 		$1.06M Sell
16,110
-93
-0.6% -$6.09K 0.2% 110
2025
Q3 		$1.06M Sell
16,203
-162
-1% -$10.4K 0.2% 106
2025
Q2 		$1.02M Buy
16,365
+732
+5% +$43K 0.23% 101
2025
Q1 		$912K Buy
15,633
+6,344
+68% +$394K 0.22% 99
2024
Q4 		$579K Buy
9,289
+151
+2% +$9.69K 0.16% 127
2024
Q3 		$569K Sell
9,138
-125
-1% -$7.54K 0.16% 127
2024
Q2 		$542K Sell
9,263
-1,749
-16% -$103K 0.16% 124
2024
Q1 		$669K Buy
11,012
+3,447
+46% +$195K 0.2% 106
2023
Q4 		$419K Sell
7,565
-110
-1% -$5.58K 0.16% 133
2023
Q3 		$383K Sell
7,675
-280
-4% -$14.7K 0.17% 124
2023
Q2 		$416K Buy
7,955
+3,855
+94% +$192K 0.16% 135
2023
Q1 		$204K Sell
4,100
-3,975
-49% -$203K 0.1% 200
2022
Q4 		$391K Sell
8,075
-280
-3% -$13.5K 0.18% 126
2022
Q3 		$366K Sell
8,355
-100
-1% -$4.83K 0.19% 123
2022
Q2 		$383K Sell
8,455
-50
-0.6% -$2.47K 0.19% 118
2022
Q1 		$456K Sell
8,505
-230
-3% -$12.2K 0.2% 112
2021
Q4 		$494K Sell
8,735
-50
-0.6% -$2.78K 0.2% 112
2021
Q3 		$462K Buy
8,785
+255
+3% +$13.7K 0.22% 108
2021
Q2 		$456K Sell
8,530
-2,375
-22% -$128K 0.21% 114
2021
Q1 		$589K Sell
10,905
-275
-2% -$13.7K 0.29% 78
2020
Q4 		$515K Sell
11,180
-3,290
-23% -$139K 0.29% 79
2020
Q3 		$568K Buy
+14,470
New +$541K 0.34% 67

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 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Founders Financial Alliance's IJH Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 27% in Q2 2026, selling an estimated $323K and leaving 11,975 shares worth $923K. The position accounts for 0.12% of the portfolio, ranked #161.

Founders Financial Alliance first reported a position in IJH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.11M in Q1 2026. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Founders Financial Alliance held 11,975 shares of iShares Core S&P Mid-Cap ETF worth $923K as of Q2 2026.
  • Founders Financial Alliance sold 4,401 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $323K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Founders Financial Alliance's portfolio in Q2 2026, its #161 holding.
  • Founders Financial Alliance first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Core S&P Mid-Cap ETF position peaked at $1.11M in Q1 2026.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.