LAM Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

LAM Group’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	$713K	Hold	9,250	–	–	0.35%	59
2026 Q1	$625K	Hold	9,250	–	–	0.34%	58
2025 Q4	$611K	Hold	9,250	–	–	0.35%	59
2025 Q3	$604K	Hold	9,250	–	–	0.37%	55
2025 Q2	$574K	Hold	9,250	–	–	0.38%	55
2025 Q1	$540K	Hold	9,250	–	–	0.4%	53
2024 Q4	$576K	Hold	9,250	–	–	0.41%	52
2024 Q3	$576K	Hold	9,250	–	–	0.41%	55
2024 Q2	$541K	Hold	9,250	–	–	0.46%	51
2024 Q1	$562K	Buy	+9,250	New	+$524K	0.46%	53
2023 Q1	–	Sell	-9,250	Closed	-$447K	–	118
2022 Q4	$447K	Buy	+9,250	New	+$447K	0.46%	43

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LAM Group's IJH Position: Q2 2026 in Review

LAM Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 9,250 shares worth $713K. The position accounts for 0.35% of the portfolio, ranked #59.

LAM Group first reported a position in IJH in Q4 2022 and has held it in 11 quarters since. 1,365 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

LAM Group held 9,250 shares of iShares Core S&P Mid-Cap ETF worth $713K as of Q2 2026.
LAM Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.35% of LAM Group's portfolio in Q2 2026, its #59 holding.
LAM Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 11 quarters since.
1,365 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.