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

Independent Financial Group’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	$22.6M	Buy	293,654 +4,363	+2%	+$320K	0.42%	32
2026 Q1	$19.5M	Sell	289,291 -7,547	-3%	-$524K	0.44%	34
2025 Q4	$19.6M	Buy	296,838 +3,788	+1%	+$248K	0.44%	34
2025 Q3	$19.1M	Buy	293,050 +13,632	+5%	+$876K	0.46%	29
2025 Q2	$17.3M	Sell	279,418 -3,727	-1%	-$219K	0.48%	31
2025 Q1	$16.5M	Sell	283,145 -6,516	-2%	-$405K	0.57%	27
2024 Q4	$18M	Buy	289,661 +24,131	+9%	+$1.55M	0.6%	26
2024 Q3	$16.5M	Buy	265,530 +7,245	+3%	+$437K	0.61%	24
2024 Q2	$15.1M	Buy	258,285 +6,358	+3%	+$374K	0.61%	24
2024 Q1	$15.3M	Buy	251,927 +20,662	+9%	+$1.17M	0.7%	20
2023 Q4	$12.8M	Buy	231,265 +17,305	+8%	+$878K	0.69%	18
2023 Q3	$10.7M	Buy	213,960 +10,450	+5%	+$548K	0.69%	17
2023 Q2	$10.6M	Buy	203,510 +4,880	+2%	+$243K	0.73%	15
2023 Q1	$9.94M	Buy	198,630 +8,355	+4%	+$426K	0.8%	14
2022 Q4	$9.21M	Buy	190,275 +8,345	+5%	+$403K	0.79%	15
2022 Q3	$7.98M	Buy	181,930 +3,760	+2%	+$182K	0.72%	15
2022 Q2	$8.06M	Sell	178,170 -770	-0.4%	-$38K	0.86%	12
2022 Q1	$9.6M	Buy	178,940 +4,215	+2%	+$224K	0.78%	16
2021 Q4	$9.89M	Buy	174,725 +7,725	+5%	+$430K	0.82%	15
2021 Q3	$8.79M	Buy	167,000 +28,005	+20%	+$1.51M	0.9%	12
2021 Q2	$7.47M	Buy	138,995 +5,995	+5%	+$324K	0.79%	13
2021 Q1	$6.92M	Buy	133,000 +57,580	+76%	+$2.88M	0.9%	12
2020 Q4	$3.47M	Buy	75,420 +62,875	+501%	+$2.65M	0.51%	32
2020 Q3	$465K	Sell	12,545 -3,825	-23%	-$143K	0.09%	254
2020 Q2	$582K	Sell	16,370 -1,605	-9%	-$53.3K	0.13%	189
2020 Q1	$517K	Buy	+17,975	New	+$668K	0.15%	165

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Financial Group's IJH Position: Q2 2026 in Review

Independent Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, buying an estimated $320K and bringing the position to 293,654 shares worth $22.6M. The position accounts for 0.42% of the portfolio, ranked #32.

Independent Financial Group first reported a position in IJH in Q1 2020 and has held it in 26 quarters since. 2,645 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Independent Financial Group held 293,654 shares of iShares Core S&P Mid-Cap ETF worth $22.6M as of Q2 2026.
Independent Financial Group bought 4,363 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $320K.
iShares Core S&P Mid-Cap ETF made up 0.42% of Independent Financial Group's portfolio in Q2 2026, its #32 holding.
Independent Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.