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

Intrua Financial’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	$3.58M	Sell	46,423 -4,154	-8%	-$305K	0.33%	58
2026 Q1	$3.42M	Sell	50,577 -13,599	-21%	-$943K	0.35%	52
2025 Q4	$4.24M	Buy	64,176 +7,876	+14%	+$516K	0.45%	43
2025 Q3	$3.67M	Buy	56,300 +608	+1%	+$39.1K	0.4%	44
2025 Q2	$3.45M	Sell	55,692 -3,838	-6%	-$225K	0.46%	38
2025 Q1	$3.47M	Buy	59,530 +22,863	+62%	+$1.42M	0.51%	40
2024 Q4	$2.28M	Sell	36,667 -2,619	-7%	-$168K	0.35%	54
2024 Q3	$2.45M	Sell	39,286 -2,754	-7%	-$166K	0.36%	54
2024 Q2	$2.46M	Sell	42,040 -3,621	-8%	-$213K	0.37%	51
2024 Q1	$2.77M	Sell	45,661 -12,984	-22%	-$735K	0.4%	51
2023 Q4	$3.25M	Sell	58,645 -10,625	-15%	-$539K	0.48%	49
2023 Q3	$3.45M	Sell	69,270 -3,510	-5%	-$184K	0.58%	38
2023 Q2	$3.81M	Sell	72,780 -3,830	-5%	-$190K	0.64%	34
2023 Q1	$3.72M	Sell	76,610 -8,485	-10%	-$432K	0.77%	33
2022 Q4	$4.27M	Sell	85,095 -12,415	-13%	-$600K	0.99%	20
2022 Q3	$4.28M	Sell	97,510 -1,730	-2%	-$83.6K	1.14%	19
2022 Q2	$4.49M	Sell	99,240 -4,065	-4%	-$201K	0.96%	24
2022 Q1	$5.54M	Sell	103,305 -6,660	-6%	-$355K	0.99%	24
2021 Q4	$6.23M	Buy	109,965 +880	+0.8%	+$49K	1.09%	21
2021 Q3	$5.98M	Buy	109,085 +1,875	+2%	+$101K	1.1%	19
2021 Q2	$5.87M	Buy	107,210 +680	+0.6%	+$36.7K	1.4%	13
2021 Q1	$5.87M	Buy	+106,530	New	+$5.32M	1.49%	12
2020 Q3	–	Sell	-33,355	Closed	-$1.3M	–	229
2020 Q2	$1.3M	Buy	+33,355	New	+$1.11M	0.5%	45

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

Intrua Financial's IJH Position: Q2 2026 in Review

Intrua Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.2% in Q2 2026, selling an estimated $305K and leaving 46,423 shares worth $3.58M. The position accounts for 0.33% of the portfolio, ranked #58.

Intrua Financial first reported a position in IJH in Q2 2020 and has held it in 23 quarters since. The position peaked at $6.23M in Q4 2021. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Intrua Financial held 46,423 shares of iShares Core S&P Mid-Cap ETF worth $3.58M as of Q2 2026.
Intrua Financial sold 4,154 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $305K.
iShares Core S&P Mid-Cap ETF made up 0.33% of Intrua Financial's portfolio in Q2 2026, its #58 holding.
Intrua Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 23 quarters since.
Intrua Financial's iShares Core S&P Mid-Cap ETF position peaked at $6.23M in Q4 2021.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.