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JT Stratford LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

JT Stratford LLC’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 		$968K Buy
12,548
+119
+1% +$8.73K 0.11% 160
2026
Q1 		$839K Buy
12,429
+120
+1% +$8.32K 0.11% 169
2025
Q4 		$812K Buy
12,309
+5,765
+88% +$378K 0.1% 166
2025
Q3 		$427K Sell
6,544
-469
-7% -$30.1K 0.06% 227
2025
Q2 		$435K Buy
7,013
+185
+3% +$10.9K 0.07% 203
2025
Q1 		$398K Sell
6,828
-93
-1% -$5.78K 0.07% 211
2024
Q4 		$431K Buy
6,921
+58
+0.8% +$3.72K 0.07% 207
2024
Q3 		$428K Buy
6,863
+708
+12% +$42.7K 0.07% 211
2024
Q2 		$360K Sell
6,155
-98
-2% -$5.76K 0.07% 216
2024
Q1 		$380K Sell
6,253
-192
-3% -$10.9K 0.08% 206
2023
Q4 		$357K Sell
6,445
-1,560
-19% -$79.1K 0.08% 200
2023
Q3 		$399K Buy
8,005
+1,670
+26% +$87.5K 0.1% 178
2023
Q2 		$331K Buy
6,335
+450
+8% +$22.4K 0.09% 190
2023
Q1 		$295K Buy
+5,885
New +$300K 0.08% 194
2022
Q3 		– Sell
-5,195
Closed -$235K – 206
2022
Q2 		$235K Buy
+5,195
New +$256K 0.07% 190
2017
Q4 		– Sell
-12,455
Closed -$446K – 106
2017
Q3 		$446K Buy
12,455
+760
+6% +$26.5K 0.29% 71
2017
Q2 		$407K Buy
11,695
+350
+3% +$12.1K 0.29% 75
2017
Q1 		$389K Buy
11,345
+230
+2% +$7.83K 0.29% 76
2016
Q4 		$368K Buy
+11,115
New +$352K 0.31% 77

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

JT Stratford LLC's IJH Position: Q2 2026 in Review

JT Stratford LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.96% in Q2 2026, buying an estimated $8.73K and bringing the position to 12,548 shares worth $968K. The position accounts for 0.11% of the portfolio, ranked #160.

JT Stratford LLC first reported a position in IJH in Q4 2016 and has held it in 19 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • JT Stratford LLC held 12,548 shares of iShares Core S&P Mid-Cap ETF worth $968K as of Q2 2026.
  • JT Stratford LLC bought 119 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.73K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of JT Stratford LLC's portfolio in Q2 2026, its #160 holding.
  • JT Stratford LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 19 quarters since.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.