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

Friedenthal 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	$7.58M	Buy	98,239 +2,130	+2%	+$156K	3.5%	3
2026 Q1	$6.49M	Buy	96,109 +1,109	+1%	+$76.9K	3.25%	3
2025 Q4	$6.27M	Sell	95,000 -2,922	-3%	-$191K	3.22%	4
2025 Q3	$6.39M	Buy	97,922 +6,904	+8%	+$444K	3.3%	5
2025 Q2	$5.64M	Buy	91,018 +7,105	+8%	+$417K	3.09%	5
2025 Q1	$4.9M	Buy	83,913 +76,311	+1,004%	+$4.74M	2.93%	6
2024 Q4	$474K	Sell	7,602 -21	-0.3%	-$1.35K	0.28%	95
2024 Q3	$475K	Buy	7,623 +946	+14%	+$57K	0.28%	94
2024 Q2	$391K	Sell	6,677 -1,284	-16%	-$75.4K	0.24%	95
2024 Q1	$484K	Buy	+7,961	New	+$451K	0.3%	92
2018 Q4	–	Sell	-91,170	Closed	-$3.67M	–	53
2018 Q3	$3.67M	Buy	+91,170	New	+$3.66M	3.03%	18
2015 Q3	–	Sell	-215,525	Closed	-$6.46M	–	42
2015 Q2	$6.46M	Buy	+215,525	New	+$6.57M	5.61%	10

Other funds holding IJH

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Friedenthal Financial's IJH Position: Q2 2026 in Review

Friedenthal Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q2 2026, buying an estimated $156K and bringing the position to 98,239 shares worth $7.58M. The position accounts for 3.5% of the portfolio, ranked #3.

Friedenthal Financial first reported a position in IJH in Q2 2015 and has held it in 12 quarters since. 648 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Friedenthal Financial held 98,239 shares of iShares Core S&P Mid-Cap ETF worth $7.58M as of Q2 2026.
Friedenthal Financial bought 2,130 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $156K.
iShares Core S&P Mid-Cap ETF made up 3.5% of Friedenthal Financial's portfolio in Q2 2026, its #3 holding.
Friedenthal Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 12 quarters since.
648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.