Keystone Financial Group (Georgia)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Keystone Financial Group (Georgia)’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	$166K	Hold	2,158	–	–	0.09%	57
2026 Q1	$146K	Hold	2,158	–	–	0.08%	63
2025 Q4	$142K	Hold	2,158	–	–	0.07%	66
2025 Q3	$141K	Hold	2,158	–	–	0.08%	68
2025 Q2	$137K	Hold	2,158	–	–	0.09%	67
2025 Q1	$125K	Hold	2,158	–	–	0.09%	65
2024 Q4	$134K	Buy	+2,158	New	+$138K	0.11%	72

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Keystone Financial Group (Georgia)'s IJH Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 2,158 shares worth $166K. The position accounts for 0.09% of the portfolio, ranked #57.

Keystone Financial Group (Georgia) first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Keystone Financial Group (Georgia) held 2,158 shares of iShares Core S&P Mid-Cap ETF worth $166K as of Q2 2026.
Keystone Financial Group (Georgia) left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.09% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #57 holding.
Keystone Financial Group (Georgia) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.