HIG
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Heritage Investment Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Heritage Investment 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 		$243K Hold
3,156
– – 0.03% 122
2026
Q1 		$213K Hold
3,156
– – 0.03% 121
2025
Q4 		$208K Hold
3,156
– – 0.03% 124
2025
Q3 		$206K Buy
+3,156
New +$203K 0.03% 110
2024
Q2 		– Sell
-3,340
Closed -$203K – 101
2024
Q1 		$203K Buy
+3,340
New +$189K 0.04% 102

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Heritage Investment Group's IJH Position: Q2 2026 in Review

Heritage Investment Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,156 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #122.

Heritage Investment Group first reported a position in IJH in Q1 2024 and has held it in 5 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Heritage Investment Group held 3,156 shares of iShares Core S&P Mid-Cap ETF worth $243K as of Q2 2026.
  • Heritage Investment Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Heritage Investment Group's portfolio in Q2 2026, its #122 holding.
  • Heritage Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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