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

Global Financial Private Client’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	$598K	Hold	7,749	–	–	0.16%	149
2026 Q1	$523K	Hold	7,749	–	–	0.17%	145
2025 Q4	$511K	Hold	7,749	–	–	0.18%	142
2025 Q3	$506K	Sell	7,749 -2,081	-21%	-$134K	0.18%	143
2025 Q2	$610K	Buy	9,830 +3,795	+63%	+$223K	0.23%	119
2025 Q1	$352K	Hold	6,035	–	–	0.13%	157
2024 Q4	$376K	Hold	6,035	–	–	0.14%	156
2024 Q3	$376K	Buy	6,035 +2,700	+81%	+$163K	0.15%	151
2024 Q2	$195K	Hold	3,335	–	–	0.08%	185
2024 Q1	$201K	Buy	3,335 +1,830	+122%	+$104K	0.09%	179
2023 Q4	$83.4K	Sell	1,505 -695	-32%	-$35.3K	0.04%	247
2023 Q3	$108K	Buy	2,200 +550	+33%	+$28.8K	0.06%	210
2023 Q2	$86.5K	Buy	+1,650	New	+$82K	0.04%	238

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

Global Financial Private Client's IJH Position: Q2 2026 in Review

Global Financial Private Client held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 7,749 shares worth $598K. The position accounts for 0.16% of the portfolio, ranked #149.

Global Financial Private Client first reported a position in IJH in Q2 2023 and has held it in 13 quarters since. The position peaked at $610K in Q2 2025. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Global Financial Private Client held 7,749 shares of iShares Core S&P Mid-Cap ETF worth $598K as of Q2 2026.
Global Financial Private Client left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.16% of Global Financial Private Client's portfolio in Q2 2026, its #149 holding.
Global Financial Private Client first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Global Financial Private Client's iShares Core S&P Mid-Cap ETF position peaked at $610K in Q2 2025.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.