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

Investment Advisory Services’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	$2.04M	Sell	26,456 -101	-0.4%	-$7.41K	0.59%	44
2026 Q1	$1.79M	Sell	26,557 -1,749	-6%	-$121K	0.57%	45
2025 Q4	$1.87M	Sell	28,306 -2,169	-7%	-$142K	0.58%	42
2025 Q3	$1.99M	Sell	30,475 -1,655	-5%	-$106K	0.63%	40
2025 Q2	$1.99M	Sell	32,130 -14,591	-31%	-$857K	0.66%	37
2025 Q1	$2.73M	Buy	46,721 +847	+2%	+$52.6K	0.99%	28
2024 Q4	$2.86M	Buy	45,874 +4,413	+11%	+$283K	1.01%	26
2024 Q3	$2.58M	Buy	41,461 +1,417	+4%	+$85.5K	0.91%	27
2024 Q2	$2.34M	Buy	40,044 +1,834	+5%	+$108K	0.86%	30
2024 Q1	$2.32M	Buy	38,210 +440	+1%	+$24.9K	0.85%	31
2023 Q4	$2.09M	Buy	37,770 +2,840	+8%	+$144K	0.83%	30
2023 Q3	$1.74M	Buy	34,930 +900	+3%	+$47.2K	0.75%	31
2023 Q2	$1.78M	Buy	34,030 +5,330	+19%	+$265K	0.75%	31
2023 Q1	$1.44M	Sell	28,700 -780	-3%	-$39.7K	0.71%	35
2022 Q4	$1.43M	Sell	29,480 -440	-1%	-$21.3K	0.73%	35
2022 Q3	$1.31M	Sell	29,920 -5,565	-16%	-$269K	0.78%	34
2022 Q2	$1.6M	Sell	35,485 -4,075	-10%	-$201K	0.93%	33
2022 Q1	$2.12M	Sell	39,560 -40	-0.1%	-$2.13K	1.18%	27
2021 Q4	$2.24M	Buy	39,600 +6,600	+20%	+$367K	1.22%	23
2021 Q3	$1.74M	Buy	33,000 +485	+1%	+$26.1K	1.06%	28
2021 Q2	$1.75M	Buy	+32,515	New	+$1.76M	1.08%	31
2020 Q4	$1.24M	Sell	26,905 -750	-3%	-$31.6K	0.87%	38
2020 Q3	$1.02M	Sell	27,655 -475	-2%	-$17.8K	0.81%	41
2020 Q2	$1M	Sell	28,130 -1,205	-4%	-$40K	0.85%	36
2020 Q1	$844K	Sell	29,335 -16,185	-36%	-$602K	0.9%	34
2019 Q4	$1.88M	Buy	+45,520	New	+$1.8M	1.69%	20

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Investment Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.38% in Q2 2026, selling an estimated $7.41K and leaving 26,456 shares worth $2.04M. The position accounts for 0.59% of the portfolio, ranked #44.

Investment Advisory Services first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.86M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Investment Advisory Services held 26,456 shares of iShares Core S&P Mid-Cap ETF worth $2.04M as of Q2 2026.
Investment Advisory Services sold 101 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.41K.
iShares Core S&P Mid-Cap ETF made up 0.59% of Investment Advisory Services's portfolio in Q2 2026, its #44 holding.
Investment Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Investment Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $2.86M in Q4 2024.
1,028 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.