Independent Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Independent Family Office’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	$1.24M	Sell	16,040 -5,850	-27%	-$429K	0.5%	37
2026 Q1	$1.48M	Hold	21,890	–	–	0.61%	29
2025 Q4	$1.44M	Hold	21,890	–	–	0.6%	28
2025 Q3	$1.43M	Sell	21,890 -7,800	-26%	-$501K	0.6%	26
2025 Q2	$1.84M	Hold	29,690	–	–	0.85%	21
2025 Q1	$1.73M	Hold	29,690	–	–	0.91%	17
2024 Q4	$1.85M	Buy	29,690 +2,925	+11%	+$188K	0.96%	17
2024 Q3	$1.65M	Buy	26,765 +1,165	+5%	+$70.3K	0.83%	21
2024 Q2	$1.5M	Buy	25,600 +10,490	+69%	+$616K	0.85%	21
2024 Q1	$918K	Hold	15,110	–	–	0.49%	38
2023 Q4	$838K	Hold	15,110	–	–	0.47%	37
2023 Q3	$754K	Buy	15,110 +5,985	+66%	+$314K	0.47%	40
2023 Q2	$477K	Hold	9,125	–	–	0.29%	43
2023 Q1	$457K	Buy	+9,125	New	+$465K	0.26%	44

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

Independent Family Office's IJH Position: Q2 2026 in Review

Independent Family Office reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 27% in Q2 2026, selling an estimated $429K and leaving 16,040 shares worth $1.24M. The position accounts for 0.5% of the portfolio, ranked #37.

Independent Family Office first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.85M in Q4 2024. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Independent Family Office held 16,040 shares of iShares Core S&P Mid-Cap ETF worth $1.24M as of Q2 2026.
Independent Family Office sold 5,850 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $429K.
iShares Core S&P Mid-Cap ETF made up 0.5% of Independent Family Office's portfolio in Q2 2026, its #37 holding.
Independent Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Independent Family Office's iShares Core S&P Mid-Cap ETF position peaked at $1.85M in Q4 2024.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.