GoalVest Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

GoalVest Advisory’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	Hold	3,242	–	–	0.05%	111
2026 Q1	$219K	Sell	3,242 -350	-10%	-$24.3K	0.04%	140
2025 Q4	$237K	Hold	3,592	–	–	0.05%	139
2025 Q3	$234K	Buy	3,592 +778	+28%	+$50K	0.05%	124
2025 Q2	$175K	Sell	2,814 -336	-11%	-$19.7K	0.04%	134
2025 Q1	$184K	Hold	3,150	–	–	0.05%	121
2024 Q4	$196K	Hold	3,150	–	–	0.05%	113
2024 Q3	$196K	Hold	3,150	–	–	0.06%	106
2024 Q2	$184K	Hold	3,150	–	–	0.06%	106
2024 Q1	$191K	Hold	3,150	–	–	0.06%	107
2023 Q4	$175K	Hold	3,150	–	–	0.08%	73
2023 Q3	$157K	Hold	3,150	–	–	0.08%	80
2023 Q2	$165K	Buy	3,150 +2,250	+250%	+$112K	0.09%	76
2023 Q1	$45K	Buy	900 +875	+3,500%	+$44.6K	0.03%	119
2022 Q4	$1.21K	Hold	25	–	–	﹤0.01%	228
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	246
2022 Q2	$1K	Buy	+25	New	+$1.23K	﹤0.01%	293
2021 Q2	$24K	Buy	+450	New	+$24.3K	0.01%	174
2021 Q1	–	Sell	-505	Closed	-$23K	–	198
2020 Q4	$23K	Buy	+505	New	+$21.3K	0.02%	148

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

GoalVest Advisory's IJH Position: Q2 2026 in Review

GoalVest Advisory held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,242 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #111.

GoalVest Advisory first reported a position in IJH in Q4 2020 and has held it in 19 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

GoalVest Advisory held 3,242 shares of iShares Core S&P Mid-Cap ETF worth $250K as of Q2 2026.
GoalVest Advisory left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of GoalVest Advisory's portfolio in Q2 2026, its #111 holding.
GoalVest Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 19 quarters since.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.