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Helen Stephens Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Helen Stephens Group’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 		$258K Sell
3,352
-64
-2% -$4.7K 0.04% 119
2026
Q1 		$231K Buy
3,416
+4
+0.1% +$277 0.05% 111
2025
Q4 		$225K Buy
+3,412
New +$224K 0.05% 109

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Helen Stephens Group's IJH Position: Q2 2026 in Review

Helen Stephens Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q2 2026, selling an estimated $4.7K and leaving 3,352 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #119.

Helen Stephens Group first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Helen Stephens Group held 3,352 shares of iShares Core S&P Mid-Cap ETF worth $258K as of Q2 2026.
  • Helen Stephens Group sold 64 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Helen Stephens Group's portfolio in Q2 2026, its #119 holding.
  • Helen Stephens Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.