HFS
IJH icon

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

Howard Financial 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 		$981K Buy
12,717
+20
+0.2% +$1.47K 0.1% 91
2026
Q1 		$857K Buy
12,697
+3,723
+41% +$258K 0.1% 88
2025
Q4 		$592K Buy
8,974
+22
+0.2% +$1.44K 0.07% 102
2025
Q3 		$584K Buy
8,952
+19
+0.2% +$1.22K 0.07% 94
2025
Q2 		$554K Sell
8,933
-38,615
-81% -$2.27M 0.07% 92
2025
Q1 		$2.77M Buy
47,548
+20
+0% +$1.24K 0.38% 38
2024
Q4 		$2.96M Buy
47,528
+38,655
+436% +$2.48M 0.4% 36
2024
Q3 		$553K Sell
8,873
-3,010
-25% -$182K 0.08% 86
2024
Q2 		$695K Sell
11,883
-930
-7% -$54.6K 0.11% 68
2024
Q1 		$778K Sell
12,813
-142
-1% -$8.04K 0.13% 64
2023
Q4 		$718K Buy
12,955
+545
+4% +$27.6K 0.14% 63
2023
Q3 		$619K Sell
12,410
-55
-0.4% -$2.88K 0.14% 63
2023
Q2 		$652K Buy
12,465
+605
+5% +$30.1K 0.16% 63
2023
Q1 		$593K Buy
11,860
+85
+0.7% +$4.33K 0.14% 63
2022
Q4 		$570K Sell
11,775
-245
-2% -$11.8K 0.15% 63
2022
Q3 		$527K Buy
12,020
+130
+1% +$6.29K 0.17% 60
2022
Q2 		$538K Buy
11,890
+35
+0.3% +$1.73K 0.18% 49
2022
Q1 		$636K Hold
11,855
– – 0.19% 45
2021
Q4 		$671K Hold
11,855
– – 0.2% 44
2021
Q3 		$624K Hold
11,855
– – 0.23% 45
2021
Q2 		$637K Hold
11,855
– – 0.25% 45
2021
Q1 		$617K Buy
+11,855
New +$592K 0.28% 40

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

Howard Financial Services's IJH Position: Q2 2026 in Review

Howard Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.16% in Q2 2026, buying an estimated $1.47K and bringing the position to 12,717 shares worth $981K. The position accounts for 0.1% of the portfolio, ranked #91.

Howard Financial Services first reported a position in IJH in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.96M in Q4 2024. 1,146 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Howard Financial Services held 12,717 shares of iShares Core S&P Mid-Cap ETF worth $981K as of Q2 2026.
  • Howard Financial Services bought 20 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of Howard Financial Services's portfolio in Q2 2026, its #91 holding.
  • Howard Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Howard Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $2.96M in Q4 2024.
  • 1,146 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.