Kozak & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kozak & Associates’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	$19.5K	Hold	256	–	–	﹤0.01%	212
2026 Q1	$18.2K	Hold	256	–	–	﹤0.01%	210
2025 Q4	$17.7K	Buy	256 +1	+0.4%	+$66	﹤0.01%	207
2025 Q3	$16.1K	Hold	255	–	–	﹤0.01%	209
2025 Q2	$16.3K	Hold	255	–	–	﹤0.01%	204
2025 Q1	$14.1K	Hold	255	–	–	﹤0.01%	192
2024 Q4	$16.1K	Hold	255	–	–	﹤0.01%	191
2024 Q3	$16.3K	Hold	255	–	–	﹤0.01%	200
2024 Q2	$14.9K	Hold	255	–	–	﹤0.01%	194
2024 Q1	$15.4K	Buy	+255	New	+$14.4K	﹤0.01%	198
2023 Q1	–	Sell	-45	Closed	-$2K	–	349
2022 Q4	$2K	Buy	+45	New	+$2.17K	﹤0.01%	305
2022 Q3	–	Sell	-90	Closed	-$4K	–	355
2022 Q2	$4K	Sell	90 -90	-50%	-$4.44K	﹤0.01%	303
2022 Q1	$9K	Hold	180	–	–	0.01%	268
2021 Q4	$9K	Buy	+180	New	+$10K	0.01%	268

Other funds holding IJH

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

OWM

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

SFG

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Kozak & Associates's IJH Position: Q2 2026 in Review

Kozak & Associates held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 256 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Kozak & Associates first reported a position in IJH in Q4 2021 and has held it in 14 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Kozak & Associates held 256 shares of iShares Core S&P Mid-Cap ETF worth $19.5K as of Q2 2026.
Kozak & Associates left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #212 holding.
Kozak & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.