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

Larson Financial 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 		$696K Sell
9,021
-2,605
-22% -$191K 0.02% 464
2026
Q1 		$785K Buy
11,626
+497
+4% +$34.5K 0.03% 367
2025
Q4 		$735K Buy
11,129
+352
+3% +$23.1K 0.02% 372
2025
Q3 		$703K Buy
10,777
+426
+4% +$27.4K 0.02% 382
2025
Q2 		$642K Sell
10,351
-137
-1% -$8.04K 0.03% 375
2025
Q1 		$612K Buy
10,488
+2,593
+33% +$161K 0.03% 348
2024
Q4 		$492K Buy
7,895
+3,512
+80% +$225K 0.03% 360
2024
Q3 		$273K Buy
4,383
+2,645
+152% +$160K 0.02% 498
2024
Q2 		$102K Sell
1,738
-91
-5% -$5.35K 0.01% 643
2024
Q1 		$111K Buy
1,829
+249
+16% +$14.1K 0.01% 517
2023
Q4 		$87.5K Buy
1,580
+50
+3% +$2.54K 0.01% 519
2023
Q3 		$76.3K Buy
1,530
+160
+12% +$8.38K 0.01% 506
2023
Q2 		$71.7K Sell
1,370
-20
-1% -$994 0.01% 477
2023
Q1 		$69.5K Buy
1,390
+20
+1% +$1.02K 0.01% 484
2022
Q4 		$66.2K Sell
1,370
-120
-8% -$5.8K 0.01% 469
2022
Q3 		$65K Buy
1,490
+35
+2% +$1.69K 0.01% 417
2022
Q2 		$66K Buy
1,455
+960
+194% +$47.4K 0.01% 313
2022
Q1 		$26K Buy
495
+150
+43% +$7.99K ﹤0.01% 487
2021
Q4 		$20K Sell
345
-115
-25% -$6.4K ﹤0.01% 540
2021
Q3 		$24K Sell
460
-460
-50% -$24.7K ﹤0.01% 427
2021
Q2 		$49K Buy
920
+510
+124% +$27.5K 0.01% 279
2021
Q1 		$21K Hold
410
– – 0.01% 403
2020
Q4 		$19K Sell
410
-160
-28% -$6.74K 0.01% 384
2020
Q3 		$21K Buy
570
+5
+0.9% +$187 0.01% 310
2020
Q2 		$20K Sell
565
-490
-46% -$16.3K 0.01% 283
2020
Q1 		$30K Buy
1,055
+530
+101% +$19.7K 0.02% 195
2019
Q4 		$22K Buy
525
+160
+44% +$6.34K 0.01% 214
2019
Q3 		$14K Buy
365
+5
+1% +$192 0.01% 262
2019
Q2 		$14K Sell
360
-245
-40% -$9.39K 0.01% 219
2019
Q1 		$23K Hold
605
– – 0.02% 161
2018
Q4 		$20K Buy
+605
New +$22.1K 0.02% 159

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Larson Financial Group's IJH Position: Q2 2026 in Review

Larson Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q2 2026, selling an estimated $191K and leaving 9,021 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #464.

Larson Financial Group first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. The position peaked at $785K in Q1 2026. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Larson Financial Group held 9,021 shares of iShares Core S&P Mid-Cap ETF worth $696K as of Q2 2026.
  • Larson Financial Group sold 2,605 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $191K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #464 holding.
  • Larson Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $785K in Q1 2026.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.