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

Heck Capital 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	$1.4M	Sell	18,178 -21	-0.1%	-$1.54K	0.08%	109
2026 Q1	$1.23M	Sell	18,199 -2,074	-10%	-$144K	0.09%	105
2025 Q4	$1.34M	Sell	20,273 -4,457	-18%	-$292K	0.1%	104
2025 Q3	$1.61M	Sell	24,730 -1,449	-6%	-$93.1K	0.12%	87
2025 Q2	$1.62M	Sell	26,179 -1,324	-5%	-$77.7K	0.14%	80
2025 Q1	$1.6M	Sell	27,503 -1,130	-4%	-$70.2K	0.18%	76
2024 Q4	$1.78M	Sell	28,633 -1,932	-6%	-$124K	0.2%	66
2024 Q3	$1.9M	Sell	30,565 -137,132	-82%	-$8.27M	0.22%	65
2024 Q2	$9.81M	Buy	167,697 +8,964	+6%	+$527K	1.22%	23
2024 Q1	$9.64M	Buy	158,733 +119,773	+307%	+$6.78M	1.47%	22
2023 Q4	$2.16M	Sell	38,960 -17,980	-32%	-$912K	0.35%	54
2023 Q3	$2.84M	Buy	56,940 +6,730	+13%	+$353K	0.53%	50
2023 Q2	$2.63M	Buy	50,210 +12,540	+33%	+$623K	0.45%	52
2023 Q1	$1.88M	Sell	37,670 -8,535	-18%	-$435K	0.36%	53
2022 Q4	$2.24M	Buy	46,205 +24,165	+110%	+$1.17M	0.43%	51
2022 Q3	$967K	Sell	22,040 -1,010	-4%	-$48.8K	0.2%	65
2022 Q2	$1.04M	Sell	23,050 -24,660	-52%	-$1.22M	0.21%	65
2022 Q1	$2.56M	Sell	47,710 -500	-1%	-$26.6K	0.46%	49
2021 Q4	$2.73M	Sell	48,210 -12,915	-21%	-$719K	0.5%	44
2021 Q3	$3.22M	Buy	61,125 +3,925	+7%	+$211K	0.64%	36
2021 Q2	$3.07M	Buy	57,200 +29,820	+109%	+$1.61M	0.61%	36
2021 Q1	$1.43M	Buy	27,380 +12,220	+81%	+$610K	0.31%	47
2020 Q4	$697K	Buy	15,160 +7,270	+92%	+$306K	0.17%	61
2020 Q3	$292K	Sell	7,890 -1,095	-12%	-$40.9K	0.08%	79
2020 Q2	$320K	Sell	8,985 -28,635	-76%	-$951K	0.07%	76
2020 Q1	$1.08M	Sell	37,620 -5,250	-12%	-$195K	0.31%	30
2019 Q4	$1.76M	Buy	42,870 +1,805	+4%	+$71.5K	0.42%	28
2019 Q3	$1.59M	Sell	41,065 -1,875	-4%	-$72.1K	0.49%	28
2019 Q2	$1.67M	Sell	42,940 -695	-2%	-$26.6K	0.45%	27
2019 Q1	$1.65M	Buy	43,635 +3,035	+7%	+$112K	0.49%	24
2018 Q4	$1.35M	Buy	40,600 +200	+0.5%	+$7.3K	0.5%	25
2018 Q3	$1.63M	Sell	40,400 -165	-0.4%	-$6.63K	0.54%	26
2018 Q2	$1.58M	Buy	40,565 +1,125	+3%	+$43.5K	0.58%	25
2018 Q1	$1.48M	Buy	39,440 +1,185	+3%	+$45.3K	0.65%	23
2017 Q4	$1.45M	Buy	38,255 +2,730	+8%	+$101K	0.71%	22
2017 Q3	$1.27M	Buy	35,525 +3,070	+9%	+$107K	0.68%	22
2017 Q2	$1.13M	Sell	32,455 -7,990	-20%	-$276K	0.66%	22
2017 Q1	$1.38M	Buy	40,445 +975	+2%	+$33.2K	0.85%	19
2016 Q4	$1.31M	Buy	+39,470	New	+$1.25M	0.95%	19

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

Heck Capital Advisors's IJH Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q2 2026, selling an estimated $1.54K and leaving 18,178 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #109.

Heck Capital Advisors first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.81M in Q2 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Heck Capital Advisors held 18,178 shares of iShares Core S&P Mid-Cap ETF worth $1.4M as of Q2 2026.
Heck Capital Advisors sold 21 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.54K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Heck Capital Advisors's portfolio in Q2 2026, its #109 holding.
Heck Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
Heck Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $9.81M in Q2 2024.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.