Lee, Danner & Bass’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lee, Danner & Bass’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	$372K	Hold	4,831	–	–	0.02%	208
2026 Q1	$326K	Hold	4,831	–	–	0.02%	210
2025 Q4	$319K	Hold	4,831	–	–	0.02%	204
2025 Q3	$315K	Hold	4,831	–	–	0.02%	202
2025 Q2	$300K	Sell	4,831 -32	-0.7%	-$1.88K	0.02%	197
2025 Q1	$284K	Hold	4,863	–	–	0.02%	197
2024 Q4	$303K	Buy	4,863 +36	+0.7%	+$2.31K	0.02%	200
2024 Q3	$301K	Hold	4,827	–	–	0.02%	193
2024 Q2	$282K	Buy	+4,827	New	+$284K	0.02%	193
2023 Q4	$268K	Sell	4,825 -7,100	-60%	-$360K	0.02%	192
2023 Q3	$595K	Hold	11,925	–	–	0.05%	148
2023 Q2	$624K	Hold	11,925	–	–	0.05%	150
2023 Q1	$597K	Hold	11,925	–	–	0.05%	150
2022 Q4	$577K	Hold	11,925	–	–	0.05%	148
2022 Q3	$523K	Hold	11,925	–	–	0.06%	150
2022 Q2	$540K	Sell	11,925 -750	-6%	-$37K	0.05%	149
2022 Q1	$680K	Buy	12,675 +2,040	+19%	+$109K	0.06%	143
2021 Q4	$602K	Hold	10,635	–	–	0.05%	146
2021 Q3	$560K	Buy	10,635 +1,500	+16%	+$80.7K	0.05%	149
2021 Q2	$491K	Hold	9,135	–	–	0.04%	151
2021 Q1	$476K	Hold	9,135	–	–	0.05%	149
2020 Q4	$420K	Hold	9,135	–	–	0.04%	149
2020 Q3	$339K	Hold	9,135	–	–	0.04%	149
2020 Q2	$325K	Sell	9,135 -185	-2%	-$6.14K	0.04%	148
2020 Q1	$268K	Buy	9,320 +185	+2%	+$6.88K	0.04%	151
2019 Q4	$376K	Hold	9,135	–	–	0.04%	149
2019 Q3	$353K	Hold	9,135	–	–	0.04%	152
2019 Q2	$355K	Hold	9,135	–	–	0.04%	151
2019 Q1	$346K	Hold	9,135	–	–	0.04%	151
2018 Q4	$303K	Buy	9,135 +810	+10%	+$29.6K	0.04%	153
2018 Q3	$335K	Hold	8,325	–	–	0.03%	156
2018 Q2	$324K	Sell	8,325 -2,650	-24%	-$102K	0.03%	153
2018 Q1	$412K	Hold	10,975	–	–	0.04%	143
2017 Q4	$417K	Buy	10,975 +3,385	+45%	+$125K	0.04%	143
2017 Q3	$272K	Hold	7,590	–	–	0.03%	156
2017 Q2	$264K	Sell	7,590 -140	-2%	-$4.83K	0.03%	157
2017 Q1	$265K	Buy	7,730 +140	+2%	+$4.76K	0.03%	153
2016 Q4	$251K	Hold	7,590	–	–	0.03%	154
2016 Q3	$235K	Hold	7,590	–	–	0.03%	156
2016 Q2	$227K	Hold	7,590	–	–	0.03%	153
2016 Q1	$224K	Hold	7,590	–	–	0.03%	152
2015 Q4	$211K	Buy	+7,590	New	+$217K	0.03%	153

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Lee, Danner & Bass's IJH Position: Q2 2026 in Review

Lee, Danner & Bass held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,831 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #208.

Lee, Danner & Bass first reported a position in IJH in Q4 2015 and has held it in 42 quarters since. The position peaked at $680K in Q1 2022. 827 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Lee, Danner & Bass held 4,831 shares of iShares Core S&P Mid-Cap ETF worth $372K as of Q2 2026.
Lee, Danner & Bass left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #208 holding.
Lee, Danner & Bass first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
Lee, Danner & Bass's iShares Core S&P Mid-Cap ETF position peaked at $680K in Q1 2022.
827 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.