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

IFC 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	$2.5M	Buy	32,434 +39	+0.1%	+$2.86K	0.32%	49
2026 Q1	$2.19M	Hold	32,395	–	–	0.31%	50
2025 Q4	$2.14M	Sell	32,395 -26,212	-45%	-$1.72M	0.31%	56
2025 Q3	$3.82M	Hold	58,607	–	–	0.7%	30
2025 Q2	$3.63M	Buy	58,607 +2,250	+4%	+$132K	0.68%	30
2025 Q1	$3.29M	Hold	56,357	–	–	0.69%	30
2024 Q4	$3.51M	Buy	+56,357	New	+$3.61M	0.77%	26

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IFC Advisors's IJH Position: Q2 2026 in Review

IFC Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q2 2026, buying an estimated $2.86K and bringing the position to 32,434 shares worth $2.5M. The position accounts for 0.32% of the portfolio, ranked #49.

IFC Advisors first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.82M in Q3 2025. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

IFC Advisors held 32,434 shares of iShares Core S&P Mid-Cap ETF worth $2.5M as of Q2 2026.
IFC Advisors bought 39 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.86K.
iShares Core S&P Mid-Cap ETF made up 0.32% of IFC Advisors's portfolio in Q2 2026, its #49 holding.
IFC Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
IFC Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.82M in Q3 2025.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.