IAG
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Investment Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Investment Advisory 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 		$6.81M Buy
88,254
+561
+0.6% +$41.2K 1.48% 12
2026
Q1 		$5.92M Sell
87,693
-1,493
-2% -$104K 1.51% 14
2025
Q4 		$5.89M Buy
89,186
+496
+0.6% +$32.5K 1.51% 13
2025
Q3 		$5.79M Buy
88,690
+10,414
+13% +$669K 1.57% 14
2025
Q2 		$4.85M Buy
78,276
+6,960
+10% +$409K 1.47% 18
2025
Q1 		$4.16M Buy
71,316
+11,554
+19% +$718K 1.39% 18
2024
Q4 		$3.72M Buy
59,762
+8,993
+18% +$577K 1.25% 19
2024
Q3 		$3.16M Buy
50,769
+17,373
+52% +$1.05M 1.1% 23
2024
Q2 		$1.95M Buy
33,396
+9,911
+42% +$582K 0.76% 33
2024
Q1 		$1.43M Buy
23,485
+2,670
+13% +$151K 0.59% 40
2023
Q4 		$1.15M Buy
20,815
+2,655
+15% +$135K 0.53% 44
2023
Q3 		$906K Buy
18,160
+645
+4% +$33.8K 0.47% 50
2023
Q2 		$916K Buy
17,515
+450
+3% +$22.4K 0.47% 48
2023
Q1 		$854K Sell
17,065
-2,535
-13% -$129K 0.49% 46
2022
Q4 		$948K Buy
19,600
+2,200
+13% +$106K 0.58% 39
2022
Q3 		$763K Buy
17,400
+290
+2% +$14K 0.53% 44
2022
Q2 		$775K Buy
17,110
+465
+3% +$23K 0.53% 44
2022
Q1 		$893K Sell
16,645
-375
-2% -$20K 0.54% 44
2021
Q4 		$910K Buy
+17,020
New +$947K 0.58% 39

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Investment Advisory Group's IJH Position: Q2 2026 in Review

Investment Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.64% in Q2 2026, buying an estimated $41.2K and bringing the position to 88,254 shares worth $6.81M. The position accounts for 1.48% of the portfolio, ranked #12.

Investment Advisory Group first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Investment Advisory Group held 88,254 shares of iShares Core S&P Mid-Cap ETF worth $6.81M as of Q2 2026.
  • Investment Advisory Group bought 561 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $41.2K.
  • iShares Core S&P Mid-Cap ETF made up 1.48% of Investment Advisory Group's portfolio in Q2 2026, its #12 holding.
  • Investment Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.