Heritage Family Offices’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Heritage Family Offices’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	$212K	Sell	2,748 -1,790	-39%	-$131K	0.08%	215
2026 Q1	$306K	Sell	4,538 -72	-2%	-$5K	0.14%	139
2025 Q4	$304K	Sell	4,610 -828	-15%	-$54.2K	0.14%	139
2025 Q3	$355K	Sell	5,438 -82	-1%	-$5.27K	0.17%	115
2025 Q2	$321K	Hold	5,520	–	–	0.16%	119
2025 Q1	$322K	Buy	5,520 +4	+0.1%	+$248	0.16%	117
2024 Q4	$344K	Buy	5,516 +5	+0.1%	+$321	0.17%	114
2024 Q3	$343K	Sell	5,511 -55	-1%	-$3.32K	0.18%	117
2024 Q2	$326K	Buy	+5,566	New	+$327K	0.18%	108

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Heritage Family Offices's IJH Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 39% in Q2 2026, selling an estimated $131K and leaving 2,748 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #215.

Heritage Family Offices first reported a position in IJH in Q2 2024 and has held it in 9 quarters since. The position peaked at $355K in Q3 2025. 2,750 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Heritage Family Offices held 2,748 shares of iShares Core S&P Mid-Cap ETF worth $212K as of Q2 2026.
Heritage Family Offices sold 1,790 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $131K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Heritage Family Offices's portfolio in Q2 2026, its #215 holding.
Heritage Family Offices first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares Core S&P Mid-Cap ETF position peaked at $355K in Q3 2025.
2,750 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.