LexAurum Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

LexAurum Advisors’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	$1.95M	Buy	25,226 +268	+1%	+$19.7K	0.22%	85
2026 Q1	$1.69M	Buy	+24,958	New	+$1.73M	0.22%	88
2025 Q3	$387K	Buy	5,926 +6	+0.1%	+$386	0.05%	247
2025 Q2	$367K	Sell	5,920 -83	-1%	-$4.87K	0.06%	241
2025 Q1	$350K	Sell	6,003 -85	-1%	-$5.28K	0.07%	238
2024 Q4	$379K	Sell	6,088 -345	-5%	-$22.1K	0.08%	226
2024 Q3	$401K	Sell	6,433 -316	-5%	-$19.1K	0.09%	195
2024 Q2	$395K	Sell	6,749 -536	-7%	-$31.5K	0.1%	186
2024 Q1	$443K	Buy	7,285 +10	+0.1%	+$566	0.11%	170
2023 Q4	$403K	Sell	7,275 -2,060	-22%	-$104K	0.11%	176
2023 Q3	$466K	Buy	9,335 +2,275	+32%	+$119K	0.14%	149
2023 Q2	$369K	Sell	7,060 -495	-7%	-$24.6K	0.11%	167
2023 Q1	$378K	Sell	7,555 -3,495	-32%	-$178K	0.13%	152
2022 Q4	$535K	Sell	11,050 -965	-8%	-$46.6K	0.19%	114
2022 Q3	$527K	Sell	12,015 -1,045	-8%	-$50.5K	0.2%	107
2022 Q2	$591K	Sell	13,060 -1,445	-10%	-$71.3K	0.22%	98
2022 Q1	$778K	Sell	14,505 -600	-4%	-$31.9K	0.25%	86
2021 Q4	$855K	Sell	15,105 -1,865	-11%	-$104K	0.28%	74
2021 Q3	$893K	Sell	16,970 -880	-5%	-$47.3K	0.26%	90
2021 Q2	$959K	Buy	17,850 +360	+2%	+$19.4K	0.28%	86
2021 Q1	$910K	Buy	17,490 +1,760	+11%	+$87.9K	0.31%	77
2020 Q4	$723K	Buy	15,730 +5,415	+52%	+$228K	0.26%	94
2020 Q3	$382K	Buy	10,315 +235	+2%	+$8.79K	0.16%	131
2020 Q2	$358K	Sell	10,080 -1,415	-12%	-$47K	0.2%	116
2020 Q1	$331K	Hold	11,495	–	–	0.23%	96
2019 Q4	$473K	Sell	11,495 -75	-0.6%	-$2.97K	0.23%	105
2019 Q3	$447K	Buy	11,570 +550	+5%	+$21.1K	0.26%	93
2019 Q2	$428K	Buy	11,020 +630	+6%	+$24.1K	0.26%	90
2019 Q1	$394K	Sell	10,390 -200	-2%	-$7.39K	0.26%	86
2018 Q4	$352K	Buy	10,590 +755	+8%	+$27.5K	0.27%	83
2018 Q3	$396K	Sell	9,835 -2,160	-18%	-$86.8K	0.28%	82
2018 Q2	$467K	Sell	11,995 -5	-0%	-$193	0.41%	66
2018 Q1	$450K	Buy	12,000 +250	+2%	+$9.56K	0.38%	73
2017 Q4	$461K	Buy	+11,750	New	+$435K	0.43%	71

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

LexAurum Advisors's IJH Position: Q2 2026 in Review

LexAurum Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q2 2026, buying an estimated $19.7K and bringing the position to 25,226 shares worth $1.95M. The position accounts for 0.22% of the portfolio, ranked #85.

LexAurum Advisors first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

LexAurum Advisors held 25,226 shares of iShares Core S&P Mid-Cap ETF worth $1.95M as of Q2 2026.
LexAurum Advisors bought 268 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $19.7K.
iShares Core S&P Mid-Cap ETF made up 0.22% of LexAurum Advisors's portfolio in Q2 2026, its #85 holding.
LexAurum Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.