Holland Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Holland Advisory Services’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	$20.3M	Sell	262,847 -1,845	-0.7%	-$135K	22.39%	2
2026 Q1	$17.9M	Sell	264,692 -3,121	-1%	-$217K	23.95%	2
2025 Q4	$17.7M	Buy	267,813 +4,986	+2%	+$327K	23.85%	2
2025 Q3	$17.2M	Sell	262,827 -3,756	-1%	-$241K	23.56%	2
2025 Q2	$16.5M	Sell	266,583 -867	-0.3%	-$50.9K	24.15%	2
2025 Q1	$15.6M	Buy	267,450 +56,365	+27%	+$3.5M	23.67%	2
2024 Q4	$13.2M	Buy	211,085 +6,664	+3%	+$427K	17.17%	2
2024 Q3	$12.7M	Buy	204,421 +16,626	+9%	+$1M	16.66%	2
2024 Q2	$11M	Buy	187,795 +4,941	+3%	+$290K	13.58%	3
2024 Q1	$11.1M	Sell	182,854 -3,851	-2%	-$218K	12.17%	4
2023 Q4	$10.3M	Sell	186,705 -187,890	-50%	-$9.53M	11.85%	4
2023 Q3	$18.7M	Buy	374,595 +1,135	+0.3%	+$59.5K	23.75%	2
2023 Q2	$19.5M	Buy	373,460 +3,375	+0.9%	+$168K	24.9%	2
2023 Q1	$18.5M	Sell	370,085 -38,785	-9%	-$1.98M	21.68%	1
2022 Q4	$19.8M	Buy	408,870 +168,970	+70%	+$8.16M	23.57%	1
2022 Q3	$10.5M	Buy	239,900 +43,595	+22%	+$2.11M	13.01%	2
2022 Q2	$8.88M	Buy	196,305 +55,755	+40%	+$2.75M	10.63%	2
2022 Q1	$7.54M	Buy	140,550 +13,155	+10%	+$700K	8.77%	4
2021 Q4	$7.21M	Buy	+127,395	New	+$7.09M	8.34%	5

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Holland Advisory Services's IJH Position: Q2 2026 in Review

Holland Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.7% in Q2 2026, selling an estimated $135K and leaving 262,847 shares worth $20.3M. The position accounts for 22.39% of the portfolio, ranked #2.

Holland Advisory Services first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Holland Advisory Services held 262,847 shares of iShares Core S&P Mid-Cap ETF worth $20.3M as of Q2 2026.
Holland Advisory Services sold 1,845 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $135K.
iShares Core S&P Mid-Cap ETF made up 22.39% of Holland Advisory Services's portfolio in Q2 2026, its #2 holding.
Holland Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.