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Jackson Grant Investment Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Jackson Grant Investment Advisers’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 		$199K Buy
2,575
+50
+2% +$3.67K 0.06% 124
2026
Q1 		$171K Buy
2,525
+25
+1% +$1.73K 0.06% 128
2025
Q4 		$165K Hold
2,500
– – 0.05% 128
2025
Q3 		$163K Buy
+2,500
New +$161K 0.05% 128

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jackson Grant Investment Advisers's IJH Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q2 2026, buying an estimated $3.67K and bringing the position to 2,575 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #124.

Jackson Grant Investment Advisers first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 1,429 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Jackson Grant Investment Advisers held 2,575 shares of iShares Core S&P Mid-Cap ETF worth $199K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 50 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.67K.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #124 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.