Joel Adams & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Joel Adams & Associates’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	$3.31M	Sell	42,959 -2,821	-6%	-$207K	2.13%	11
2026 Q1	$3.09M	Sell	45,780 -5,690	-11%	-$395K	2.3%	10
2025 Q4	$3.4M	Sell	51,470 -2,860	-5%	-$187K	2.55%	9
2025 Q3	$3.55M	Sell	54,330 -1,092	-2%	-$70.2K	2.86%	9
2025 Q2	$3.44M	Buy	55,422 +1,460	+3%	+$85.7K	3.04%	8
2025 Q1	$3.15M	Buy	53,962 +1,301	+2%	+$80.8K	2.83%	9
2024 Q4	$3.28M	Buy	+52,661	New	+$3.38M	2.98%	9

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Joel Adams & Associates's IJH Position: Q2 2026 in Review

Joel Adams & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.2% in Q2 2026, selling an estimated $207K and leaving 42,959 shares worth $3.31M. The position accounts for 2.13% of the portfolio, ranked #11.

Joel Adams & Associates first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.55M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Joel Adams & Associates held 42,959 shares of iShares Core S&P Mid-Cap ETF worth $3.31M as of Q2 2026.
Joel Adams & Associates sold 2,821 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $207K.
iShares Core S&P Mid-Cap ETF made up 2.13% of Joel Adams & Associates's portfolio in Q2 2026, its #11 holding.
Joel Adams & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Joel Adams & Associates's iShares Core S&P Mid-Cap ETF position peaked at $3.55M in Q3 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.