HCR Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

HCR Wealth Advisors’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	$2.41M	Hold	31,210	–	–	0.22%	73
2026 Q1	$2.11M	Hold	31,210	–	–	0.22%	70
2025 Q4	$2.06M	Buy	+31,210	New	+$2.04M	0.2%	76
2021 Q1	–	Sell	-300	Closed	-$14K	–	205
2020 Q4	$14K	Hold	300	–	–	﹤0.01%	245
2020 Q3	$11K	Hold	300	–	–	﹤0.01%	221
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	224
2020 Q1	$9K	Hold	300	–	–	﹤0.01%	212
2019 Q4	$12K	Buy	+300	New	+$11.9K	﹤0.01%	206

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

HCR Wealth Advisors's IJH Position: Q2 2026 in Review

HCR Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 31,210 shares worth $2.41M. The position accounts for 0.22% of the portfolio, ranked #73.

HCR Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 8 quarters since. 908 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

HCR Wealth Advisors held 31,210 shares of iShares Core S&P Mid-Cap ETF worth $2.41M as of Q2 2026.
HCR Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.22% of HCR Wealth Advisors's portfolio in Q2 2026, its #73 holding.
HCR Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 8 quarters since.
908 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.