JFS Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

JFS Wealth Advisors’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	$55.8M	Buy	724,208 +10,827	+2%	+$794K	2.78%	7
2026 Q1	$48.2M	Buy	713,381 +2,803	+0.4%	+$194K	2.7%	8
2025 Q4	$46.9M	Buy	710,578 +15,385	+2%	+$1.01M	2.64%	8
2025 Q3	$45.4M	Buy	695,193 +62	+0%	+$3.98K	2.65%	8
2025 Q2	$43.1M	Sell	695,131 -3,137	-0.4%	-$184K	2.74%	8
2025 Q1	$40.7M	Sell	698,268 -333	-0%	-$20.7K	2.76%	9
2024 Q4	$43.5M	Buy	698,601 +10,040	+1%	+$644K	2.97%	8
2024 Q3	$42.9M	Buy	688,561 +17,556	+3%	+$1.06M	2.87%	8
2024 Q2	$39.3M	Sell	671,005 -3,097	-0.5%	-$182K	3.1%	7
2024 Q1	$40.9M	Sell	674,102 -39,788	-6%	-$2.25M	3.25%	7
2023 Q4	$39.6M	Buy	713,890 +6,205	+0.9%	+$315K	3.36%	7
2023 Q3	$35.3M	Buy	707,685 +10,495	+2%	+$550K	3.33%	7
2023 Q2	$36.5M	Buy	697,190 +1,295	+0.2%	+$64.4K	3.28%	7
2023 Q1	$34.8M	Sell	695,895 -11,645	-2%	-$593K	3.28%	7
2022 Q4	$34.2M	Buy	707,540 +4,330	+0.6%	+$209K	3.35%	7
2022 Q3	$30.8M	Sell	703,210 -2,745	-0.4%	-$133K	3.38%	7
2022 Q2	$31.9M	Buy	705,955 +3,845	+0.5%	+$190K	3.37%	7
2022 Q1	$37.7M	Buy	702,110 +9,280	+1%	+$494K	3.56%	6
2021 Q4	$39.2M	Buy	692,830 +27,865	+4%	+$1.55M	3.7%	6
2021 Q3	$35M	Buy	664,965 +294,825	+80%	+$15.9M	3.59%	7
2021 Q2	$19.9M	Sell	370,140 -3,345	-0.9%	-$181K	2.97%	7
2021 Q1	$19.4M	Sell	373,485 -470	-0.1%	-$23.5K	3.97%	5
2020 Q4	$17.2M	Buy	373,955 +25,115	+7%	+$1.06M	3.61%	5
2020 Q3	$12.9M	Sell	348,840 -12,495	-3%	-$467K	3.07%	6
2020 Q2	$12.8M	Sell	361,335 -27,005	-7%	-$897K	3.33%	6
2020 Q1	$11.2M	Sell	388,340 -13,960	-3%	-$519K	3.35%	6
2019 Q4	$16.6M	Sell	402,300 -1,540	-0.4%	-$61K	4.08%	5
2019 Q3	$15.6M	Sell	403,840 -21,305	-5%	-$819K	3.98%	5
2019 Q2	$16.5M	Sell	425,145 -28,580	-6%	-$1.1M	4.18%	5
2019 Q1	$17.2M	Sell	453,725 -4,620	-1%	-$171K	4.48%	5
2018 Q4	$15.2M	Sell	458,345 -20,415	-4%	-$745K	4.08%	5
2018 Q3	$19.3M	Sell	478,760 -26,770	-5%	-$1.08M	4.96%	5
2018 Q2	$19.7M	Sell	505,530 -4,570	-0.9%	-$177K	5.18%	4
2018 Q1	$19.1M	Sell	510,100 -10,910	-2%	-$417K	5.05%	4
2017 Q4	$19.8M	Buy	521,010 +4,325	+0.8%	+$160K	4.84%	4
2017 Q3	$18.5M	Buy	516,685 +6,135	+1%	+$214K	4.78%	4
2017 Q2	$17.8M	Sell	510,550 -13,080	-2%	-$452K	4.88%	5
2017 Q1	$17.3M	Hold	523,630	–	–	4.69%	4
2016 Q4	$17.3M	Buy	523,630 +34,020	+7%	+$1.08M	4.69%	4
2016 Q3	$15M	Sell	489,610 -2,760	-0.6%	-$85.3K	4.3%	5
2016 Q2	$14.7M	Sell	492,370 -7,555	-2%	-$222K	4.06%	5
2016 Q1	$14.4M	Buy	499,925 +6,865	+1%	+$183K	4.25%	6
2015 Q4	$13.7M	Buy	493,060 +380,355	+337%	+$10.9M	3.96%	6
2015 Q3	$3.08M	Buy	112,705 +108,410	+2,524%	+$3.15M	1.36%	21
2015 Q2	$129K	Buy	4,295 +2,140	+99%	+$65.3K	0.07%	111
2015 Q1	$66K	Sell	2,155 -145	-6%	-$4.29K	0.03%	157
2014 Q4	$67K	Sell	2,300 -1,815	-44%	-$51K	0.01%	156
2014 Q3	$113K	Buy	4,115 +2,070	+101%	+$58.3K	0.02%	115
2014 Q2	$59K	Buy	+2,045	New	+$56.2K	0.01%	168

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

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFS Wealth Advisors's IJH Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, buying an estimated $794K and bringing the position to 724,208 shares worth $55.8M. The position accounts for 2.78% of the portfolio, ranked #7.

JFS Wealth Advisors first reported a position in IJH in Q2 2014 and has held it in 49 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

JFS Wealth Advisors held 724,208 shares of iShares Core S&P Mid-Cap ETF worth $55.8M as of Q2 2026.
JFS Wealth Advisors bought 10,827 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $794K.
iShares Core S&P Mid-Cap ETF made up 2.78% of JFS Wealth Advisors's portfolio in Q2 2026, its #7 holding.
JFS Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 49 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.