KLI
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Kelman-Lazarov Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kelman-Lazarov Inc’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 		$21.6M Sell
279,751
-1,809
-0.6% -$133K 2.83% 14
2026
Q1 		$19M Buy
281,560
+8,762
+3% +$608K 2.73% 16
2025
Q4 		$18M Buy
272,798
+7,502
+3% +$491K 2.57% 16
2025
Q3 		$17.3M Buy
265,296
+3,020
+1% +$194K 2.57% 15
2025
Q2 		$16.3M Buy
262,276
+8,265
+3% +$485K 2.64% 15
2025
Q1 		$14.8M Buy
254,011
+4,011
+2% +$249K 2.69% 15
2024
Q4 		$15.6M Buy
250,000
+1,046
+0.4% +$67.1K 2.8% 13
2024
Q3 		$15.5M Buy
248,954
+5,000
+2% +$302K 2.67% 13
2024
Q2 		$14.3M Buy
243,954
+4,930
+2% +$290K 2.66% 13
2024
Q1 		$14.5M Buy
239,024
+4,494
+2% +$254K 2.84% 12
2023
Q4 		$13M Buy
234,530
+13,655
+6% +$693K 2.81% 13
2023
Q3 		$11M Buy
220,875
+1,280
+0.6% +$67.1K 2.6% 14
2023
Q2 		$11.5M Buy
219,595
+10,315
+5% +$513K 2.76% 13
2023
Q1 		$10.5M Buy
209,280
+38,535
+23% +$1.96M 2.72% 12
2022
Q4 		$8.26M Buy
170,745
+81,875
+92% +$3.96M 2.32% 13
2022
Q3 		$3.9M Buy
88,870
+5,180
+6% +$250K 1.33% 14
2022
Q2 		$3.79M Buy
83,690
+1,890
+2% +$93.3K 1.28% 14
2022
Q1 		$4.39M Buy
81,800
+3,930
+5% +$209K 1.46% 11
2021
Q4 		$4.41M Buy
77,870
+6,840
+10% +$381K 1.42% 11
2021
Q3 		$3.74M Sell
71,030
-1,155
-2% -$62.1K 1.31% 11
2021
Q2 		$3.88M Sell
72,185
-11,400
-14% -$615K 1.35% 11
2021
Q1 		$4.35M Sell
83,585
-370
-0.4% -$18.5K 1.55% 12
2020
Q4 		$3.86M Sell
83,955
-2,285
-3% -$96.3K 1.48% 12
2020
Q3 		$3.2M Sell
86,240
-7,920
-8% -$296K 1.45% 11
2020
Q2 		$3.35M Sell
94,160
-11,080
-11% -$368K 1.55% 12
2020
Q1 		$3.03M Buy
105,240
+15,185
+17% +$565K 1.62% 12
2019
Q4 		$3.71M Buy
90,055
+6,895
+8% +$273K 1.67% 12
2019
Q3 		$3.21M Buy
83,160
+12,265
+17% +$471K 1.58% 15
2019
Q2 		$2.75M Buy
70,895
+3,885
+6% +$149K 1.41% 18
2019
Q1 		$2.54M Buy
67,010
+33,880
+102% +$1.25M 1.34% 19
2018
Q4 		$1.1M Buy
+33,130
New +$1.21M 0.68% 34

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

Kelman-Lazarov Inc's IJH Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.64% in Q2 2026, selling an estimated $133K and leaving 279,751 shares worth $21.6M. The position accounts for 2.83% of the portfolio, ranked #14.

Kelman-Lazarov Inc first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Kelman-Lazarov Inc held 279,751 shares of iShares Core S&P Mid-Cap ETF worth $21.6M as of Q2 2026.
  • Kelman-Lazarov Inc sold 1,809 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $133K.
  • iShares Core S&P Mid-Cap ETF made up 2.83% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #14 holding.
  • Kelman-Lazarov Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.