Graves Light Lenhart Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Graves Light Lenhart Wealth’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	$40.9M	Buy	530,909 +20,896	+4%	+$1.53M	3.82%	5
2026 Q1	$34.4M	Buy	510,013 +15,538	+3%	+$1.08M	3.58%	6
2025 Q4	$32.6M	Buy	494,475 +14,419	+3%	+$945K	3.46%	6
2025 Q3	$31.3M	Sell	480,056 -11,331	-2%	-$728K	3.48%	6
2025 Q2	$30.5M	Buy	491,387 +1,222	+0.2%	+$71.7K	3.63%	5
2025 Q1	$28.6M	Buy	490,165 +8,733	+2%	+$542K	3.51%	5
2024 Q4	$30M	Buy	481,432 +5,459	+1%	+$350K	3.73%	6
2024 Q3	$29.7M	Sell	475,973 -46,034	-9%	-$2.78M	3.65%	5
2024 Q2	$30.3M	Buy	522,007 +9,853	+2%	+$579K	3.46%	6
2024 Q1	$31.1M	Buy	512,154 +28,289	+6%	+$1.6M	3.6%	5
2023 Q4	$26.8M	Buy	483,865 +7,145	+1%	+$362K	3.33%	7
2023 Q3	$23.3M	Buy	476,720 +17,665	+4%	+$926K	3.17%	9
2023 Q2	$24M	Buy	459,055 +14,925	+3%	+$742K	3.24%	10
2023 Q1	$22.2M	Buy	444,130 +17,780	+4%	+$906K	3.44%	10
2022 Q4	$20.6M	Buy	426,350 +22,500	+6%	+$1.09M	3.17%	11
2022 Q3	$17.7M	Buy	403,850 +22,755	+6%	+$1.1M	2.95%	12
2022 Q2	$17.2M	Buy	381,095 +19,310	+5%	+$953K	2.63%	12
2022 Q1	$19.4M	Buy	361,785 +57,900	+19%	+$3.08M	2.71%	10
2021 Q4	$17.2M	Buy	303,885 +28,120	+10%	+$1.57M	2.45%	11
2021 Q3	$14.5M	Buy	275,765 +19,885	+8%	+$1.07M	2.29%	12
2021 Q2	$13.8M	Buy	255,880 +11,085	+5%	+$598K	2.21%	11
2021 Q1	$12.7M	Buy	244,795 +2,725	+1%	+$136K	2.18%	12
2020 Q4	$11.1M	Buy	242,070 +3,250	+1%	+$137K	2.07%	14
2020 Q3	$8.85M	Buy	238,820 +49,680	+26%	+$1.86M	1.96%	16
2020 Q2	$6.73M	Buy	189,140 +43,450	+30%	+$1.44M	1.58%	19
2020 Q1	$4.19M	Sell	145,690 -675	-0.5%	-$25.1K	1.13%	26
2019 Q4	$6.03M	Sell	146,365 -250	-0.2%	-$9.91K	1.27%	25
2019 Q3	$5.73M	Buy	146,615 +4,110	+3%	+$158K	1.26%	25
2019 Q2	$5.54M	Buy	142,505 +1,045	+0.7%	+$40.1K	1.32%	26
2019 Q1	$5.36M	Buy	141,460 +2,950	+2%	+$109K	1.36%	24
2018 Q4	$4.6M	Buy	+138,510	New	+$5.05M	1.35%	25

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Graves Light Lenhart Wealth's IJH Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q2 2026, buying an estimated $1.53M and bringing the position to 530,909 shares worth $40.9M. The position accounts for 3.82% of the portfolio, ranked #5.

Graves Light Lenhart Wealth first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Graves Light Lenhart Wealth held 530,909 shares of iShares Core S&P Mid-Cap ETF worth $40.9M as of Q2 2026.
Graves Light Lenhart Wealth bought 20,896 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.53M.
iShares Core S&P Mid-Cap ETF made up 3.82% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #5 holding.
Graves Light Lenhart Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.