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

Kelleher Financial Advisors’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	$81K	Buy	1,050 +525	+100%	+$38.5K	0.01%	395
2026 Q1	$35.5K	Hold	525	–	–	0.01%	420
2025 Q4	$34.6K	Hold	525	–	–	0.01%	451
2025 Q3	$34.3K	Sell	525 -7,700	-94%	-$495K	0.01%	375
2025 Q2	$510K	Hold	8,225	–	–	0.18%	77
2025 Q1	$480K	Hold	8,225	–	–	0.19%	71
2024 Q4	$513K	Hold	8,225	–	–	0.19%	69
2024 Q3	$513K	Hold	8,225	–	–	0.2%	64
2024 Q2	$481K	Hold	8,225	–	–	0.2%	67
2024 Q1	$500K	Hold	8,225	–	–	0.21%	68
2023 Q4	$456K	Hold	8,225	–	–	0.21%	63
2023 Q3	$410K	Hold	8,225	–	–	0.21%	67
2023 Q2	$430K	Hold	8,225	–	–	0.25%	69
2023 Q1	$412K	Buy	+8,225	New	+$419K	0.27%	66

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

Kelleher Financial Advisors's IJH Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 100% in Q2 2026, buying an estimated $38.5K and bringing the position to 1,050 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #395.

Kelleher Financial Advisors first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $513K in Q3 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Kelleher Financial Advisors held 1,050 shares of iShares Core S&P Mid-Cap ETF worth $81K as of Q2 2026.
Kelleher Financial Advisors bought 525 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $38.5K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #395 holding.
Kelleher Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Kelleher Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $513K in Q3 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.