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Lazari Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lazari Capital Management’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 		$255K Hold
3,306
– – 0.08% 145
2026
Q1 		$223K Hold
3,306
– – 0.08% 147
2025
Q4 		$218K Buy
3,306
+222
+7% +$14.5K 0.07% 141
2025
Q3 		$201K Buy
+3,084
New +$198K 0.07% 153

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Lazari Capital Management's IJH Position: Q2 2026 in Review

Lazari Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,306 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #145.

Lazari Capital Management first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Lazari Capital Management held 3,306 shares of iShares Core S&P Mid-Cap ETF worth $255K as of Q2 2026.
  • Lazari Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Lazari Capital Management's portfolio in Q2 2026, its #145 holding.
  • Lazari Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.