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Leverty Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Leverty Financial Group’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 		$39.5M Buy
512,208
+15,749
+3% +$1.16M 7.68% 4
2026
Q1 		$33.5M Buy
496,459
+8,941
+2% +$620K 7.42% 4
2025
Q4 		$32.2M Buy
487,518
+8,806
+2% +$577K 7.7% 4
2025
Q3 		$31.2M Buy
478,712
+380,734
+389% +$24.5M 8.11% 4
2025
Q2 		$6.08M Buy
97,978
+22,728
+30% +$1.33M 1.81% 9
2025
Q1 		$4.39M Sell
75,250
-4,723
-6% -$293K 1.8% 8
2024
Q4 		$4.98M Sell
79,973
-1,400
-2% -$89.8K 2.54% 6
2024
Q3 		$5.07M Sell
81,373
-1,863
-2% -$112K 2.77% 6
2024
Q2 		$4.87M Buy
83,236
+170
+0.2% +$9.99K 2.88% 6
2024
Q1 		$5.05M Buy
83,066
+1,661
+2% +$94K 3.01% 6
2023
Q4 		$4.51M Buy
81,405
+655
+0.8% +$33.2K 2.86% 6
2023
Q3 		$4.03M Sell
80,750
-1,660
-2% -$87K 2.92% 7
2023
Q2 		$4.31M Sell
82,410
-1,410
-2% -$70.1K 3.14% 6
2023
Q1 		$4.19M Sell
83,820
-1,125
-1% -$57.3K 3.29% 6
2022
Q4 		$4.11M Sell
84,945
-1,010
-1% -$48.8K 3.52% 5
2022
Q3 		$3.77M Buy
85,955
+1,150
+1% +$55.6K 3.64% 4
2022
Q2 		$3.84M Sell
84,805
-3,255
-4% -$161K 3.58% 6
2022
Q1 		$4.73M Sell
88,060
-195
-0.2% -$10.4K 3.73% 4
2021
Q4 		$5M Buy
+88,255
New +$4.91M 3.85% 5

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
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

Leverty Financial Group's IJH Position: Q2 2026 in Review

Leverty Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q2 2026, buying an estimated $1.16M and bringing the position to 512,208 shares worth $39.5M. The position accounts for 7.68% of the portfolio, ranked #4.

Leverty Financial Group first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Leverty Financial Group held 512,208 shares of iShares Core S&P Mid-Cap ETF worth $39.5M as of Q2 2026.
  • Leverty Financial Group bought 15,749 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.16M.
  • iShares Core S&P Mid-Cap ETF made up 7.68% of Leverty Financial Group's portfolio in Q2 2026, its #4 holding.
  • Leverty Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.