Level Four Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Level Four Advisory Services’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	$14.2M	Buy	183,726 +4,618	+3%	+$339K	0.4%	50
2026 Q1	$12.1M	Buy	179,108 +14,515	+9%	+$1.01M	0.4%	49
2025 Q4	$10.9M	Buy	164,593 +9,042	+6%	+$592K	0.36%	54
2025 Q3	$10.2M	Buy	155,551 +1,017	+0.7%	+$65.4K	0.35%	58
2025 Q2	$9.58M	Buy	154,534 +6,935	+5%	+$407K	0.35%	62
2025 Q1	$8.61M	Buy	147,599 +30,386	+26%	+$1.89M	0.35%	64
2024 Q4	$7.3M	Sell	117,213 -1,352	-1%	-$86.7K	0.3%	82
2024 Q3	$7.34M	Buy	118,565 +6,146	+5%	+$371K	0.31%	75
2024 Q2	$6.58M	Buy	112,419 +94,597	+531%	+$5.56M	0.3%	82
2024 Q1	$4.94M	Sell	17,822 -71,288	-80%	-$4.04M	0.27%	91
2023 Q4	$4.94M	Sell	89,110 -6,005	-6%	-$305K	0.28%	84
2023 Q3	$4.74M	Sell	95,115 -585	-0.6%	-$30.7K	0.31%	77
2023 Q2	$5M	Buy	95,700 +3,040	+3%	+$151K	0.3%	77
2023 Q1	$4.64M	Buy	92,660 +9,675	+12%	+$493K	0.3%	71
2022 Q4	$4.01M	Buy	82,985 +40,885	+97%	+$1.98M	0.3%	82
2022 Q3	$1.85M	Buy	42,100 +2,865	+7%	+$139K	0.18%	137
2022 Q2	$1.77M	Buy	39,235 +2,320	+6%	+$115K	0.17%	149
2022 Q1	$1.98M	Sell	36,915 -590	-2%	-$31.4K	0.16%	149
2021 Q4	$2.12M	Buy	37,505 +9,535	+34%	+$531K	0.16%	148
2021 Q3	$1.47M	Sell	27,970 -29,865	-52%	-$1.61M	0.15%	147
2021 Q2	$3.11M	Sell	57,835 -2,860	-5%	-$154K	0.22%	121
2021 Q1	$3.16M	Buy	60,695 +10,535	+21%	+$526K	0.25%	106
2020 Q4	$2.31M	Sell	50,160 -80,635	-62%	-$3.4M	0.19%	133
2020 Q3	$4.85M	Sell	130,795 -22,955	-15%	-$858K	0.37%	61
2020 Q2	$5.47M	Sell	153,750 -3,870	-2%	-$129K	0.42%	52
2020 Q1	$4.53M	Sell	157,620 -9,245	-6%	-$344K	0.54%	35
2019 Q4	$41.7M	Buy	166,865 +31,290	+23%	+$1.24M	1.65%	7
2019 Q3	$5.24M	Sell	135,575 -31,060	-19%	-$1.19M	0.54%	35
2019 Q2	$6.49M	Sell	166,635 -4,595	-3%	-$176K	0.66%	28
2019 Q1	$6.49M	Buy	171,230 +29,450	+21%	+$1.09M	0.71%	23
2018 Q4	$4.71M	Buy	141,780 +44,945	+46%	+$1.64M	0.59%	37
2018 Q3	$3.9M	Sell	96,835 -33,715	-26%	-$1.36M	0.42%	60
2018 Q2	$5.09M	Buy	130,550 +9,055	+7%	+$350K	0.37%	65
2018 Q1	$4.56M	Sell	121,495 -46,815	-28%	-$1.79M	0.35%	67
2017 Q4	$6.39M	Sell	168,310 -18,770	-10%	-$694K	0.5%	49
2017 Q3	$6.69M	Buy	187,080 +25,955	+16%	+$904K	0.59%	33
2017 Q2	$5.44M	Sell	161,125 -18,055	-10%	-$623K	0.84%	27
2017 Q1	$6.06M	Buy	179,180 +67,345	+60%	+$2.29M	0.62%	38
2016 Q4	$3.7M	Buy	+111,835	New	+$3.55M	0.47%	40

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Level Four Advisory Services's IJH Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, buying an estimated $339K and bringing the position to 183,726 shares worth $14.2M. The position accounts for 0.4% of the portfolio, ranked #50.

Level Four Advisory Services first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. The position peaked at $41.7M in Q4 2019. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Level Four Advisory Services held 183,726 shares of iShares Core S&P Mid-Cap ETF worth $14.2M as of Q2 2026.
Level Four Advisory Services bought 4,618 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $339K.
iShares Core S&P Mid-Cap ETF made up 0.4% of Level Four Advisory Services's portfolio in Q2 2026, its #50 holding.
Level Four Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $41.7M in Q4 2019.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.