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Latitude Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Latitude Advisors’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 		$475K Sell
6,160
-47
-0.8% -$3.45K 0.19% 126
2026
Q1 		$419K Buy
6,207
+460
+8% +$31.9K 0.19% 125
2025
Q4 		$379K Sell
5,747
-17
-0.3% -$1.11K 0.17% 134
2025
Q3 		$376K Sell
5,764
-373
-6% -$24K 0.17% 123
2025
Q2 		$381K Sell
6,137
-409
-6% -$24K 0.19% 116
2025
Q1 		$382K Sell
6,546
-656
-9% -$40.7K 0.22% 108
2024
Q4 		$449K Sell
7,202
-2,393
-25% -$153K 0.25% 91
2024
Q3 		$598K Sell
9,595
-3,975
-29% -$240K 0.34% 70
2024
Q2 		$794K Sell
13,570
-1,340
-9% -$78.7K 0.49% 46
2024
Q1 		$906K Sell
14,910
-470
-3% -$26.6K 0.57% 35
2023
Q4 		$853K Buy
15,380
+440
+3% +$22.3K 0.6% 35
2023
Q3 		$745K Buy
14,940
+95
+0.6% +$4.98K 0.53% 37
2023
Q2 		$776K Sell
14,845
-835
-5% -$41.5K 0.54% 33
2023
Q1 		$785K Sell
15,680
-295
-2% -$15K 0.57% 38
2022
Q4 		$773K Sell
15,975
-2,935
-16% -$142K 0.58% 31
2022
Q3 		$829K Sell
18,910
-2,280
-11% -$110K 0.68% 26
2022
Q2 		$959K Sell
21,190
-35,385
-63% -$1.75M 0.88% 24
2022
Q1 		$3.04M Buy
56,575
+21,250
+60% +$1.13M 0.68% 24
2021
Q4 		$2M Buy
35,325
+4,395
+14% +$245K 0.56% 25
2021
Q3 		$1.63M Buy
30,930
+16,850
+120% +$907K 0.52% 31
2021
Q2 		$757K Sell
14,080
-3,000
-18% -$162K 0.56% 34
2021
Q1 		$874K Sell
17,080
-35
-0.2% -$1.75K 0.72% 29
2020
Q4 		$787K Buy
+17,115
New +$721K 0.7% 35

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
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
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Latitude Advisors's IJH Position: Q2 2026 in Review

Latitude Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.76% in Q2 2026, selling an estimated $3.45K and leaving 6,160 shares worth $475K. The position accounts for 0.19% of the portfolio, ranked #126.

Latitude Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.04M in Q1 2022. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Latitude Advisors held 6,160 shares of iShares Core S&P Mid-Cap ETF worth $475K as of Q2 2026.
  • Latitude Advisors sold 47 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.45K.
  • iShares Core S&P Mid-Cap ETF made up 0.19% of Latitude Advisors's portfolio in Q2 2026, its #126 holding.
  • Latitude Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.04M in Q1 2022.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.