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

Hummer Financial 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	$659K	Buy	8,545 +85	+1%	+$6.24K	0.43%	53
2026 Q1	$571K	Hold	8,460	–	–	0.4%	54
2025 Q4	$558K	Hold	8,460	–	–	0.39%	53
2025 Q3	$552K	Hold	8,460	–	–	0.4%	54
2025 Q2	$525K	Hold	8,460	–	–	0.39%	54
2025 Q1	$494K	Buy	8,460 +250	+3%	+$15.5K	0.4%	52
2024 Q4	$512K	Hold	8,210	–	–	0.4%	51
2024 Q3	$512K	Sell	8,210 -250	-3%	-$15.1K	0.4%	51
2024 Q2	$495K	Hold	8,460	–	–	0.43%	46
2024 Q1	$514K	Hold	8,460	–	–	0.42%	47
2023 Q4	$469K	Hold	8,460	–	–	0.43%	49
2023 Q3	$424K	Hold	8,460	–	–	0.43%	49
2023 Q2	$442K	Hold	8,460	–	–	0.43%	50
2023 Q1	$423K	Hold	8,460	–	–	0.45%	53
2022 Q4	$409K	Hold	8,460	–	–	0.45%	53
2022 Q3	$371K	Hold	8,460	–	–	0.44%	56
2022 Q2	$383K	Hold	8,460	–	–	0.43%	61
2022 Q1	$454K	Hold	8,460	–	–	0.41%	59
2021 Q4	$479K	Hold	8,460	–	–	0.4%	55
2021 Q3	$445K	Hold	8,460	–	–	0.41%	60
2021 Q2	$455K	Hold	8,460	–	–	0.42%	56
2021 Q1	$440K	Hold	8,460	–	–	0.43%	59
2020 Q4	$389K	Sell	8,460 -250	-3%	-$10.5K	0.41%	61
2020 Q3	$323K	Buy	8,710 +250	+3%	+$9.35K	0.38%	64
2020 Q2	$301K	Hold	8,460	–	–	0.38%	60
2020 Q1	$243K	Buy	+8,460	New	+$315K	0.37%	68

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Hummer Financial Advisory Services's IJH Position: Q2 2026 in Review

Hummer Financial Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q2 2026, buying an estimated $6.24K and bringing the position to 8,545 shares worth $659K. The position accounts for 0.43% of the portfolio, ranked #53.

Hummer Financial Advisory Services first reported a position in IJH in Q1 2020 and has held it in 26 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hummer Financial Advisory Services held 8,545 shares of iShares Core S&P Mid-Cap ETF worth $659K as of Q2 2026.
Hummer Financial Advisory Services bought 85 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.24K.
iShares Core S&P Mid-Cap ETF made up 0.43% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #53 holding.
Hummer Financial Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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