JSF Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

JSF Financial’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	$2.13M	Sell	27,671 -1,280	-4%	-$93.9K	0.34%	39
2026 Q1	$1.96M	Sell	28,951 -138,155	-83%	-$9.58M	0.38%	35
2025 Q4	$11M	Sell	167,106 -156	-0.1%	-$10.2K	2.29%	11
2025 Q3	$10.9M	Sell	167,262 -1,788	-1%	-$115K	2.42%	10
2025 Q2	$10.5M	Buy	169,050 +11,523	+7%	+$676K	2.49%	9
2025 Q1	$9.19M	Sell	157,527 -569	-0.4%	-$35.3K	2.42%	9
2024 Q4	$9.85M	Sell	158,096 -9,434	-6%	-$605K	2.63%	9
2024 Q3	$10.4M	Sell	167,530 -121,844	-42%	-$7.35M	3.05%	9
2024 Q2	$16.9M	Sell	289,374 -39,437	-12%	-$2.32M	5.19%	5
2024 Q1	$20M	Sell	328,811 -2,029	-0.6%	-$115K	6.25%	2
2023 Q4	$18.3M	Buy	330,840 +8,775	+3%	+$445K	6.36%	3
2023 Q3	$16.1M	Buy	322,065 +241,895	+302%	+$12.7M	6.22%	3
2023 Q2	$4.19M	Sell	80,170 -1,445	-2%	-$71.8K	1.48%	20
2023 Q1	$4.08M	Sell	81,615 -125,815	-61%	-$6.41M	1.53%	19
2022 Q4	$10M	Buy	207,430 +2,685	+1%	+$130K	3.75%	6
2022 Q3	$8.98M	Buy	204,745 +31,845	+18%	+$1.54M	3.41%	8
2022 Q2	$7.82M	Buy	172,900 +30,735	+22%	+$1.52M	3.54%	7
2022 Q1	$7.63M	Buy	142,165 +121,290	+581%	+$6.46M	3.25%	9
2021 Q4	$1.18M	Buy	20,875 +2,330	+13%	+$130K	0.58%	25
2021 Q3	$976K	Sell	18,545 -1,185	-6%	-$63.8K	0.48%	26
2021 Q2	$1.06M	Sell	19,730 -5,030	-20%	-$272K	0.62%	21
2021 Q1	$1.29M	Sell	24,760 -3,470	-12%	-$173K	0.81%	21
2020 Q4	$1.3M	Sell	28,230 -4,480	-14%	-$189K	0.91%	19
2020 Q3	$1.21M	Sell	32,710 -675	-2%	-$25.2K	0.95%	17
2020 Q2	$1.19M	Sell	33,385 -17,405	-34%	-$578K	1.03%	15
2020 Q1	$1.46M	Sell	50,790 -318,740	-86%	-$11.9M	1.48%	7
2019 Q4	$15.2M	Buy	369,530 +4,775	+1%	+$189K	15.04%	2
2019 Q3	$14.1M	Buy	364,755 +27,725	+8%	+$1.07M	15.34%	2
2019 Q2	$13.1M	Buy	337,030 +17,475	+5%	+$670K	14.22%	2
2019 Q1	$12.1M	Buy	319,555 +30,960	+11%	+$1.14M	13.37%	2
2018 Q4	$9.59M	Buy	+288,595	New	+$10.5M	9.82%	3

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

JSF Financial's IJH Position: Q2 2026 in Review

JSF Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.4% in Q2 2026, selling an estimated $93.9K and leaving 27,671 shares worth $2.13M. The position accounts for 0.34% of the portfolio, ranked #39.

JSF Financial first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. The position peaked at $20M in Q1 2024. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

JSF Financial held 27,671 shares of iShares Core S&P Mid-Cap ETF worth $2.13M as of Q2 2026.
JSF Financial sold 1,280 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $93.9K.
iShares Core S&P Mid-Cap ETF made up 0.34% of JSF Financial's portfolio in Q2 2026, its #39 holding.
JSF Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
JSF Financial's iShares Core S&P Mid-Cap ETF position peaked at $20M in Q1 2024.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.