Hoese & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Hoese & Co’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	$76.3K	Sell	989 -686	-41%	-$50.3K	0.05%	94
2026 Q1	$113K	Hold	1,675	–	–	0.08%	60
2025 Q4	$111K	Hold	1,675	–	–	0.08%	60
2025 Q3	$109K	Hold	1,675	–	–	0.08%	57
2025 Q2	$104K	Sell	1,675 -290	-15%	-$17K	0.08%	61
2025 Q1	$115K	Hold	1,965	–	–	0.1%	40
2024 Q4	$122K	Sell	1,965 -1,130	-37%	-$72.5K	0.11%	39
2024 Q3	$193K	Hold	3,095	–	–	0.16%	31
2024 Q2	$185K	Sell	3,095 -1,910	-38%	-$112K	0.16%	30
2024 Q1	$289K	Sell	5,005 -550	-10%	-$31.1K	0.26%	26
2023 Q4	$284K	Sell	5,555 -315	-5%	-$16K	0.28%	28
2023 Q3	$293K	Hold	5,870	–	–	0.3%	29
2023 Q2	$307K	Buy	5,870 +270	+5%	+$13.4K	0.29%	32
2023 Q1	$290K	Hold	5,600	–	–	0.33%	35
2022 Q4	$287K	Hold	5,600	–	–	0.3%	35
2022 Q3	$246K	Sell	5,600 -2,750	-33%	-$133K	0.29%	36
2022 Q2	$378K	Sell	8,350 -775	-8%	-$38.3K	0.42%	35
2022 Q1	$490K	Sell	9,125 -3,000	-25%	-$160K	0.51%	28
2021 Q4	$686K	Hold	12,125	–	–	0.68%	26
2021 Q3	$638K	Hold	12,125	–	–	0.69%	24
2021 Q2	$652K	Hold	12,125	–	–	0.73%	24
2021 Q1	$631K	Buy	+12,125	New	+$606K	0.78%	25

Other funds holding IJH

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

OWM

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

SFG

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Hoese & Co's IJH Position: Q2 2026 in Review

Hoese & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 41% in Q2 2026, selling an estimated $50.3K and leaving 989 shares worth $76.3K. The position accounts for 0.05% of the portfolio, ranked #94.

Hoese & Co first reported a position in IJH in Q1 2021 and has held it in 22 quarters since. The position peaked at $686K in Q4 2021. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hoese & Co held 989 shares of iShares Core S&P Mid-Cap ETF worth $76.3K as of Q2 2026.
Hoese & Co sold 686 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $50.3K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Hoese & Co's portfolio in Q2 2026, its #94 holding.
Hoese & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
Hoese & Co's iShares Core S&P Mid-Cap ETF position peaked at $686K in Q4 2021.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.