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

HHM 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	$1.17M	Sell	15,188 -407	-3%	-$29.9K	0.12%	73
2026 Q1	$1.05M	Buy	15,595 +5,025	+48%	+$349K	0.12%	69
2025 Q4	$698K	Sell	10,570 -50	-0.5%	-$3.27K	0.08%	92
2025 Q3	$693K	Hold	10,620	–	–	0.08%	90
2025 Q2	$659K	Hold	10,620	–	–	0.08%	91
2025 Q1	$620K	Sell	10,620 -3	-0%	-$186	0.08%	87
2024 Q4	$662K	Hold	10,623	–	–	0.09%	86
2024 Q3	$662K	Hold	10,623	–	–	0.09%	77
2024 Q2	$622K	Buy	10,623 +203	+2%	+$11.9K	0.09%	81
2024 Q1	$633K	Hold	10,420	–	–	0.1%	66
2023 Q4	$578K	Hold	10,420	–	–	0.1%	70
2023 Q3	$520K	Hold	10,420	–	–	0.1%	70
2023 Q2	$545K	Buy	10,420 +665	+7%	+$33K	0.1%	72
2023 Q1	$488K	Sell	9,755 -1,515	-13%	-$77.2K	0.1%	69
2022 Q4	$545K	Sell	11,270 -80	-0.7%	-$3.87K	0.12%	64
2022 Q3	$498K	Hold	11,350	–	–	0.13%	56
2022 Q2	$513K	Buy	11,350 +160	+1%	+$7.9K	0.13%	62
2022 Q1	$601K	Buy	11,190 +445	+4%	+$23.7K	0.14%	63
2021 Q4	$608K	Sell	10,745 -880	-8%	-$49K	0.15%	62
2021 Q3	$612K	Buy	11,625 +110	+1%	+$5.92K	0.17%	59
2021 Q2	$619K	Sell	11,515 -195	-2%	-$10.5K	0.17%	62
2021 Q1	$609K	Buy	11,710 +670	+6%	+$33.5K	0.19%	52
2020 Q4	$507K	Buy	11,040 +3,885	+54%	+$164K	0.17%	50
2020 Q3	$265K	Buy	7,155 +65	+0.9%	+$2.43K	0.11%	70
2020 Q2	$252K	Buy	7,090 +40	+0.6%	+$1.33K	0.11%	73
2020 Q1	$203K	Buy	7,050 +415	+6%	+$15.4K	0.1%	77
2019 Q4	$273K	Sell	6,635 -315	-5%	-$12.5K	0.13%	66
2019 Q3	$269K	Sell	6,950 -50	-0.7%	-$1.92K	0.15%	64
2019 Q2	$272K	Sell	7,000 -300	-4%	-$11.5K	0.16%	56
2019 Q1	$277K	Sell	7,300 -260	-3%	-$9.6K	0.18%	50
2018 Q4	$251K	Buy	+7,560	New	+$276K	0.18%	47

Other funds holding IJH

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

HHM Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, selling an estimated $29.9K and leaving 15,188 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #73.

HHM Wealth Advisors first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 1,033 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

HHM Wealth Advisors held 15,188 shares of iShares Core S&P Mid-Cap ETF worth $1.17M as of Q2 2026.
HHM Wealth Advisors sold 407 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $29.9K.
iShares Core S&P Mid-Cap ETF made up 0.12% of HHM Wealth Advisors's portfolio in Q2 2026, its #73 holding.
HHM Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,033 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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