Laurel Wealth Advisors (North Carolina)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$983K	Sell	12,753 -357	-3%	-$26.2K	0.1%	119
2026 Q1	$970K	Sell	13,110 -382	-3%	-$26.5K	0.1%	117
2025 Q4	$890K	Buy	13,492 +16	+0.1%	+$1.05K	0.12%	120
2025 Q3	$879K	Buy	13,476 +210	+2%	+$13.5K	0.12%	119
2025 Q2	$823K	Buy	13,266 +10	+0.1%	+$587	0.12%	117
2025 Q1	$773K	Sell	13,256 -1,484	-10%	-$92.2K	0.12%	117
2024 Q4	$918K	Buy	14,740 +20	+0.1%	+$1.28K	0.14%	109
2024 Q3	$917K	Buy	14,720 +31	+0.2%	+$1.87K	0.15%	111
2024 Q2	$860K	Sell	14,689 -1,140	-7%	-$67K	0.15%	111
2024 Q1	$961K	Sell	15,829 -5,046	-24%	-$286K	0.16%	108
2023 Q4	$1.16M	Buy	20,875 +55	+0.3%	+$2.79K	0.22%	93
2023 Q3	$1.04M	Buy	20,820 +165	+0.8%	+$8.65K	0.22%	90
2023 Q2	$1.08M	Sell	20,655 -1,195	-5%	-$59.4K	0.22%	90
2023 Q1	$1.09M	Buy	21,850 +2,570	+13%	+$131K	0.23%	87
2022 Q4	$933K	Buy	19,280 +145	+0.8%	+$7K	0.21%	91
2022 Q3	$839K	Buy	19,135 +1,935	+11%	+$93.5K	0.21%	89
2022 Q2	$778K	Buy	17,200 +15	+0.1%	+$740	0.19%	95
2022 Q1	$922K	Buy	17,185 +3,365	+24%	+$179K	0.19%	95
2021 Q4	$782K	Hold	13,820	–	–	0.16%	106
2021 Q3	$727K	Sell	13,820 -275	-2%	-$14.8K	0.16%	107
2021 Q2	$757K	Sell	14,095 -205	-1%	-$11.1K	0.16%	103
2021 Q1	$744K	Sell	14,300 -160	-1%	-$7.99K	0.18%	100
2020 Q4	$665K	Buy	14,460 +1,295	+10%	+$54.6K	0.17%	101
2020 Q3	$488K	Sell	13,165 -1,765	-12%	-$66K	0.15%	103
2020 Q2	$531K	Buy	14,930 +25	+0.2%	+$830	0.17%	94
2020 Q1	$429K	Sell	14,905 -610	-4%	-$22.7K	0.16%	97
2019 Q4	$639K	Sell	15,515 -800	-5%	-$31.7K	0.2%	89
2019 Q3	$630K	Sell	16,315 -180	-1%	-$6.92K	0.22%	91
2019 Q2	$641K	Sell	16,495 -1,785	-10%	-$68.4K	0.23%	93
2019 Q1	$692K	Hold	18,280	–	–	0.25%	82
2018 Q4	$607K	Buy	+18,280	New	+$667K	0.24%	83

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IJH Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, selling an estimated $26.2K and leaving 12,753 shares worth $983K. The position accounts for 0.1% of the portfolio, ranked #119.

Laurel Wealth Advisors (North Carolina) first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.16M in Q4 2023. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 12,753 shares of iShares Core S&P Mid-Cap ETF worth $983K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) sold 357 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $26.2K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #119 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s iShares Core S&P Mid-Cap ETF position peaked at $1.16M in Q4 2023.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.