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

Insight 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	$694K	Sell	9,004 -1,803	-17%	-$132K	0.12%	108
2026 Q1	$730K	Sell	10,807 -53,043	-83%	-$3.68M	0.14%	98
2025 Q4	$4.21M	Buy	63,850 +12,652	+25%	+$829K	0.64%	26
2025 Q3	$3.34M	Buy	51,198 +52	+0.1%	+$3.34K	0.51%	32
2025 Q2	$3.17M	Buy	51,146 +1,822	+4%	+$107K	0.51%	34
2025 Q1	$2.88M	Buy	49,324 +9,500	+24%	+$590K	0.5%	34
2024 Q4	$2.48M	Buy	39,824 +4,651	+13%	+$298K	0.42%	38
2024 Q3	$2.19M	Buy	35,173 +24,824	+240%	+$1.5M	0.38%	43
2024 Q2	$606K	Buy	10,349 +166	+2%	+$9.75K	0.11%	128
2024 Q1	$619K	Buy	10,183 +433	+4%	+$24.5K	0.12%	130
2023 Q4	$540K	Sell	9,750 -485	-5%	-$24.6K	0.11%	132
2023 Q3	$510K	Sell	10,235 -70	-0.7%	-$3.67K	0.12%	134
2023 Q2	$539K	Sell	10,305 -20	-0.2%	-$994	0.12%	129
2023 Q1	$517K	Sell	10,325 -50	-0.5%	-$2.55K	0.12%	135
2022 Q4	$499K	Sell	10,375 -225	-2%	-$10.9K	0.17%	155
2022 Q3	$465K	Sell	10,600 -50	-0.5%	-$2.42K	0.18%	143
2022 Q2	$530K	Sell	10,650 -435	-4%	-$21.5K	0.18%	142
2022 Q1	$595K	Sell	11,085 -2,015	-15%	-$107K	0.18%	141
2021 Q4	$742K	Buy	13,100 +455	+4%	+$25.3K	0.22%	110
2021 Q3	$726K	Buy	12,645 +70	+0.6%	+$3.77K	0.22%	123
2021 Q2	$676K	Buy	12,575 +1,480	+13%	+$79.9K	0.21%	122
2021 Q1	$603K	Sell	11,095 -210	-2%	-$10.5K	0.19%	139
2020 Q4	$520K	Buy	+11,305	New	+$476K	0.2%	128

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

Insight Advisors's IJH Position: Q2 2026 in Review

Insight Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2026, selling an estimated $132K and leaving 9,004 shares worth $694K. The position accounts for 0.12% of the portfolio, ranked #108.

Insight Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.21M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Insight Advisors held 9,004 shares of iShares Core S&P Mid-Cap ETF worth $694K as of Q2 2026.
Insight Advisors sold 1,803 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $132K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Insight Advisors's portfolio in Q2 2026, its #108 holding.
Insight Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Insight Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.21M in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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