KPP Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.05M Sell
52,526
-1,441
-3% -$106K 0.51% 47
2026
Q1
$3.64M Sell
53,967
-880
-2% -$61K 0.53% 47
2025
Q4
$3.62M Sell
54,847
-1,549
-3% -$101K 0.53% 47
2025
Q3
$3.68M Sell
56,396
-1,048
-2% -$67.3K 0.54% 47
2025
Q2
$3.56M Buy
57,444
+881
+2% +$51.7K 0.59% 44
2025
Q1
$3.3M Buy
56,563
+19,395
+52% +$1.2M 0.63% 41
2024
Q4
$2.32M Sell
37,168
-6,188
-14% -$397K 0.55% 50
2024
Q3
$2.7M Sell
43,356
-47,427
-52% -$2.86M 0.65% 41
2024
Q2
$5.31M Buy
90,783
+8,610
+10% +$506K 1.41% 16
2024
Q1
$4.99M Buy
+82,173
New +$4.65M 1.37% 16
2023
Q4
Sell
-57,710
Closed -$2.88M 168
2023
Q3
$2.88M Buy
+57,710
New +$3.02M 0.95% 25

Other funds holding IJH

KPP Advisory Services's IJH Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, selling an estimated $106K and leaving 52,526 shares worth $4.05M. The position accounts for 0.51% of the portfolio, ranked #47.

KPP Advisory Services first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.31M in Q2 2024. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • KPP Advisory Services held 52,526 shares of iShares Core S&P Mid-Cap ETF worth $4.05M as of Q2 2026.
  • KPP Advisory Services sold 1,441 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $106K.
  • iShares Core S&P Mid-Cap ETF made up 0.51% of KPP Advisory Services's portfolio in Q2 2026, its #47 holding.
  • KPP Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • KPP Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $5.31M in Q2 2024.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.