JBA
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Johnson Bixby & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Johnson Bixby & 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 		$481K Sell
6,237
-332
-5% -$24.4K 0.05% 76
2026
Q1 		$444K Buy
6,569
+3
+0% +$208 0.06% 81
2025
Q4 		$433K Sell
6,566
-2,044
-24% -$134K 0.05% 80
2025
Q3 		$562K Sell
8,610
-681
-7% -$43.8K 0.07% 65
2025
Q2 		$576K Sell
9,291
-127
-1% -$7.46K 0.08% 60
2025
Q1 		$550K Sell
9,418
-203
-2% -$12.6K 0.08% 62
2024
Q4 		$599K Sell
9,621
-2,304
-19% -$148K 0.09% 59
2024
Q3 		$743K Sell
11,925
-2,128
-15% -$128K 0.11% 52
2024
Q2 		$822K Sell
14,053
-1,190
-8% -$69.9K 0.14% 49
2024
Q1 		$926K Sell
15,243
-1,197
-7% -$67.8K 0.16% 46
2023
Q4 		$911K Sell
16,440
-2,245
-12% -$114K 0.17% 47
2023
Q3 		$932K Sell
18,685
-785
-4% -$41.1K 0.19% 44
2023
Q2 		$1.02M Sell
19,470
-950
-5% -$47.2K 0.21% 43
2023
Q1 		$1.02M Sell
20,420
-350
-2% -$17.8K 0.23% 44
2022
Q4 		$1M Sell
20,770
-430
-2% -$20.8K 0.23% 44
2022
Q3 		$930K Sell
21,200
-3,230
-13% -$156K 0.23% 43
2022
Q2 		$1.1M Sell
24,430
-940
-4% -$46.4K 0.27% 38
2022
Q1 		$1.36M Sell
25,370
-1,005
-4% -$53.5K 0.35% 32
2021
Q4 		$1.49M Buy
26,375
+815
+3% +$45.4K 0.4% 29
2021
Q3 		$1.34M Sell
25,560
-185
-0.7% -$9.95K 0.39% 29
2021
Q2 		$1.37M Sell
25,745
-4,070
-14% -$220K 0.4% 29
2021
Q1 		$1.55M Sell
29,815
-4,380
-13% -$219K 0.49% 27
2020
Q4 		$1.57M Buy
+34,195
New +$1.44M 0.52% 27

Other funds holding IJH

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
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Johnson Bixby & Associates's IJH Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.1% in Q2 2026, selling an estimated $24.4K and leaving 6,237 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #76.

Johnson Bixby & Associates first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q4 2020. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Johnson Bixby & Associates held 6,237 shares of iShares Core S&P Mid-Cap ETF worth $481K as of Q2 2026.
  • Johnson Bixby & Associates sold 332 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $24.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Johnson Bixby & Associates's portfolio in Q2 2026, its #76 holding.
  • Johnson Bixby & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Johnson Bixby & Associates's iShares Core S&P Mid-Cap ETF position peaked at $1.57M in Q4 2020.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.