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

Journey 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 		$13.7M Sell
177,072
-17,352
-9% -$1.27M 1.04% 26
2026
Q1 		$13.1M Sell
194,424
-475,289
-71% -$33M 1.12% 25
2025
Q4 		$44.2M Sell
669,713
-14,107
-2% -$924K 3.72% 2
2025
Q3 		$44.6M Buy
683,820
+572
+0.1% +$36.8K 3.3% 3
2025
Q2 		$42.4M Sell
683,248
-54,433
-7% -$3.2M 3.29% 3
2025
Q1 		$43M Sell
737,681
-9,213
-1% -$572K 3.52% 2
2024
Q4 		$43.7M Hold
746,894
– – 5.23% 1
2024
Q3 		$43.7M Sell
746,894
-175
-0% -$10.6K 5.23% 1
2024
Q2 		$43.7M Buy
747,069
+8,638
+1% +$507K 5.23% 1
2024
Q1 		$44.9M Buy
738,431
+28,946
+4% +$1.64M 5.53% 1
2023
Q4 		$39.3M Buy
709,485
+69,760
+11% +$3.54M 5.35% 1
2023
Q3 		$31.9M Buy
639,725
+166,770
+35% +$8.74M 4.77% 1
2023
Q2 		$24.7M Buy
472,955
+31,345
+7% +$1.56M 3.68% 3
2023
Q1 		$22.1M Buy
441,610
+113,300
+35% +$5.77M 3.47% 4
2022
Q4 		$15.9M Buy
328,310
+2,110
+0.6% +$102K 3.95% 4
2022
Q3 		$14.3M Buy
326,200
+11,145
+4% +$539K 3.65% 5
2022
Q2 		$15.8M Buy
315,055
+46,345
+17% +$2.29M 3.63% 4
2022
Q1 		$14.4M Buy
268,710
+69,535
+35% +$3.7M 3.65% 5
2021
Q4 		$11.3M Buy
199,175
+13,180
+7% +$734K 3.12% 4
2021
Q3 		$9.79M Sell
185,995
-1,690
-0.9% -$90.9K 3.17% 5
2021
Q2 		$10.1M Buy
187,685
+5,520
+3% +$298K 3.2% 4
2021
Q1 		$9.48M Buy
182,165
+685
+0.4% +$34.2K 3.32% 3
2020
Q4 		$8.34M Buy
+181,480
New +$7.65M 3.12% 3

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Journey Advisory Group's IJH Position: Q2 2026 in Review

Journey Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.9% in Q2 2026, selling an estimated $1.27M and leaving 177,072 shares worth $13.7M. The position accounts for 1.04% of the portfolio, ranked #26.

Journey Advisory Group first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $44.9M in Q1 2024. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Journey Advisory Group held 177,072 shares of iShares Core S&P Mid-Cap ETF worth $13.7M as of Q2 2026.
  • Journey Advisory Group sold 17,352 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.27M.
  • iShares Core S&P Mid-Cap ETF made up 1.04% of Journey Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Journey Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $44.9M in Q1 2024.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.