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

Fox Financial’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	$250K	Sell	3,237 -233	-7%	-$17.1K	0.17%	11
2026 Q1	$234K	Hold	3,470	–	–	0.19%	11
2025 Q4	$229K	Sell	3,470 -1,917	-36%	-$126K	0.18%	11
2025 Q3	$352K	Sell	5,387 -453	-8%	-$29.1K	0.28%	10
2025 Q2	$362K	Hold	5,840	–	–	0.31%	10
2025 Q1	$341K	Hold	5,840	–	–	0.32%	10
2024 Q4	$364K	Sell	5,840 -190	-3%	-$12.2K	0.33%	10
2024 Q3	$376K	Hold	6,030	–	–	0.33%	12
2024 Q2	$353K	Sell	6,030 -125	-2%	-$7.34K	0.33%	12
2024 Q1	$374K	Hold	6,155	–	–	0.34%	12
2023 Q4	$341K	Buy	+6,155	New	+$312K	0.33%	12

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 22.9% 1-Year Est. Return

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

Fox Financial's IJH Position: Q2 2026 in Review

Fox Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.7% in Q2 2026, selling an estimated $17.1K and leaving 3,237 shares worth $250K. The position accounts for 0.17% of the portfolio, ranked #11.

Fox Financial first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $376K in Q3 2024. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fox Financial held 3,237 shares of iShares Core S&P Mid-Cap ETF worth $250K as of Q2 2026.
Fox Financial sold 233 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $17.1K.
iShares Core S&P Mid-Cap ETF made up 0.17% of Fox Financial's portfolio in Q2 2026, its #11 holding.
Fox Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Fox Financial's iShares Core S&P Mid-Cap ETF position peaked at $376K in Q3 2024.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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