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

Investment Research & 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	$1.09M	Buy	14,112 +17	+0.1%	+$1.25K	0.34%	48
2026 Q1	$952K	Sell	14,095 -1,452	-9%	-$101K	0.33%	47
2025 Q4	$1.03M	Buy	15,547 +1,037	+7%	+$67.9K	0.34%	47
2025 Q3	$947K	Buy	14,510 +38	+0.3%	+$2.44K	0.32%	47
2025 Q2	$898K	Buy	14,472 +25	+0.2%	+$1.47K	0.33%	46
2025 Q1	$843K	Sell	14,447 -110,231	-88%	-$6.85M	0.35%	44
2024 Q4	$777K	Buy	124,678 +112,285	+906%	+$7.2M	0.32%	47
2024 Q3	$772K	Buy	12,393 +716	+6%	+$43.2K	0.33%	46
2024 Q2	$683K	Buy	11,677 +84	+0.7%	+$4.93K	0.3%	48
2024 Q1	$704K	Buy	11,593 +78	+0.7%	+$4.42K	0.32%	46
2023 Q4	$638K	Buy	11,515 +320	+3%	+$16.2K	0.33%	47
2023 Q3	$558K	Sell	11,195 -1,365	-11%	-$71.5K	0.32%	47
2023 Q2	$657K	Buy	12,560 +1,170	+10%	+$58.1K	0.38%	46
2023 Q1	$570K	Hold	11,390	–	–	0.37%	46
2022 Q4	$551K	Hold	11,390	–	–	0.36%	46
2022 Q3	$499K	Hold	11,390	–	–	0.37%	46
2022 Q2	$515K	Hold	11,390	–	–	0.37%	44
2022 Q1	$611K	Buy	11,390 +540	+5%	+$28.8K	0.38%	43
2021 Q4	$614K	Hold	10,850	–	–	0.37%	41
2021 Q3	$575K	Buy	10,850 +5,160	+91%	+$278K	0.38%	45
2021 Q2	$306K	Buy	5,690 +445	+8%	+$24K	0.2%	52
2021 Q1	$273K	Hold	5,245	–	–	0.2%	50
2020 Q4	$241K	Hold	5,245	–	–	0.18%	53
2020 Q3	$194K	Hold	5,245	–	–	0.16%	58
2020 Q2	$186K	Hold	5,245	–	–	0.17%	56
2020 Q1	$151K	Hold	5,245	–	–	0.14%	52
2019 Q4	$216K	Buy	+5,245	New	+$208K	0.2%	48

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIM

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

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

Investment Research & Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q2 2026, buying an estimated $1.25K and bringing the position to 14,112 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #48.

Investment Research & Advisory Group first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 1,216 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Investment Research & Advisory Group held 14,112 shares of iShares Core S&P Mid-Cap ETF worth $1.09M as of Q2 2026.
Investment Research & Advisory Group bought 17 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.25K.
iShares Core S&P Mid-Cap ETF made up 0.34% of Investment Research & Advisory Group's portfolio in Q2 2026, its #48 holding.
Investment Research & Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.