KFP
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KMG Fiduciary Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

KMG Fiduciary Partners’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 		$17.4M Buy
225,150
+9,731
+5% +$714K 1.61% 16
2026
Q1 		$14.5M Buy
215,419
+10,712
+5% +$743K 1.08% 20
2025
Q4 		$13.5M Sell
204,707
-7,656
-4% -$502K 0.96% 21
2025
Q3 		$13.9M Buy
212,363
+15,194
+8% +$976K 0.93% 22
2025
Q2 		$12.2M Buy
197,169
+7,426
+4% +$436K 0.91% 23
2025
Q1 		$11.1M Sell
189,743
-26,298
-12% -$1.63M 0.92% 25
2024
Q4 		$13.5M Buy
216,041
+12,468
+6% +$800K 1.11% 17
2024
Q3 		$12.7M Buy
203,573
+193,568
+1,935% +$11.7M 1.1% 22
2024
Q2 		$586K Buy
10,005
+862
+9% +$50.6K 0.06% 177
2024
Q1 		$555K Buy
9,143
+163
+2% +$9.23K 0.06% 173
2023
Q4 		$498K Buy
8,980
+20
+0.2% +$1.01K 0.06% 177
2023
Q3 		$447K Sell
8,960
-280
-3% -$14.7K 0.06% 173
2023
Q2 		$483K Sell
9,240
-380
-4% -$18.9K 0.06% 174
2023
Q1 		$481K Buy
9,620
+1,775
+23% +$90.4K 0.07% 174
2022
Q4 		$379K Buy
7,845
+2,995
+62% +$145K 0.06% 185
2022
Q3 		$213K Sell
4,850
-295
-6% -$14.3K 0.04% 184
2022
Q2 		$233K Sell
5,145
-285
-5% -$14.1K 0.04% 188
2022
Q1 		$291K Sell
5,430
-280
-5% -$14.9K 0.05% 178
2021
Q4 		$323K Buy
5,710
+295
+5% +$16.4K 0.05% 166
2021
Q3 		$285K Buy
5,415
+20
+0.4% +$1.08K 0.05% 171
2021
Q2 		$290K Sell
5,395
-430
-7% -$23.2K 0.05% 168
2021
Q1 		$303K Hold
5,825
– – 0.06% 145
2020
Q4 		$267K Sell
5,825
-80
-1% -$3.37K 0.06% 148
2020
Q3 		$219K Buy
5,905
+20
+0.3% +$748 0.05% 138
2020
Q2 		$209K Buy
+5,885
New +$195K 0.06% 128
2020
Q1 		– Sell
-5,865
Closed -$241K – 139
2019
Q4 		$241K Sell
5,865
-705
-11% -$27.9K 0.07% 115
2019
Q3 		$254K Hold
6,570
– – 0.09% 103
2019
Q2 		$255K Hold
6,570
– – 0.09% 97
2019
Q1 		$249K Buy
6,570
+375
+6% +$13.8K 0.09% 101
2018
Q4 		$206K Buy
+6,195
New +$226K 0.09% 98

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

KMG Fiduciary Partners's IJH Position: Q2 2026 in Review

KMG Fiduciary Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.5% in Q2 2026, buying an estimated $714K and bringing the position to 225,150 shares worth $17.4M. The position accounts for 1.61% of the portfolio, ranked #16.

KMG Fiduciary Partners first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. 500 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • KMG Fiduciary Partners held 225,150 shares of iShares Core S&P Mid-Cap ETF worth $17.4M as of Q2 2026.
  • KMG Fiduciary Partners bought 9,731 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $714K.
  • iShares Core S&P Mid-Cap ETF made up 1.61% of KMG Fiduciary Partners's portfolio in Q2 2026, its #16 holding.
  • KMG Fiduciary Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 500 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.