LGL Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

LGL Partners’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	$29.9M	Sell	387,908 -871	-0.2%	-$63.9K	10.94%	2
2026 Q1	$26.3M	Buy	388,779 +10,294	+3%	+$714K	10.81%	2
2025 Q4	$25M	Sell	378,485 -8,643	-2%	-$566K	10.66%	2
2025 Q3	$25.3M	Sell	387,128 -6,286	-2%	-$404K	10.76%	2
2025 Q2	$24.6M	Sell	393,414 -8,304	-2%	-$487K	10.92%	2
2025 Q1	$23.4M	Buy	401,718 +4,056	+1%	+$252K	11.31%	3
2024 Q4	$24.8M	Buy	397,662 +7,103	+2%	+$456K	3.6%	6
2024 Q3	$24.3M	Buy	390,559 +198	+0.1%	+$11.9K	3.42%	6
2024 Q2	$22.8M	Sell	390,361 -8,646	-2%	-$508K	3.34%	6
2024 Q1	$24.2M	Sell	399,007 -21,078	-5%	-$1.19M	4.06%	5
2023 Q4	$23.3M	Buy	420,085 +2,450	+0.6%	+$124K	3.19%	10
2023 Q3	$20.8M	Sell	417,635 -4,840	-1%	-$254K	3.65%	8
2023 Q2	$22.1M	Sell	422,475 -40,540	-9%	-$2.01M	3.78%	8
2023 Q1	$23.2M	Sell	463,015 -18,095	-4%	-$922K	3.96%	9
2022 Q4	$23.3M	Sell	481,110 -31,670	-6%	-$1.53M	4.22%	9
2022 Q3	$22.5M	Sell	512,780 -273,415	-35%	-$13.2M	4.68%	8
2022 Q2	$35.6M	Buy	786,195 +4,375	+0.6%	+$216K	5.75%	8
2022 Q1	$42M	Buy	781,820 +1,050	+0.1%	+$55.9K	5.61%	8
2021 Q4	$44.2M	Buy	780,770 +288,475	+59%	+$16.1M	5.25%	8
2021 Q3	$25.9M	Sell	492,295 -720	-0.1%	-$38.7K	15.72%	2
2021 Q2	$26.5M	Buy	493,015 +180	+0%	+$9.72K	15.85%	2
2021 Q1	$25.7M	Sell	492,835 -2,785	-0.6%	-$139K	14.7%	2
2020 Q4	$22.8M	Buy	495,620 +11,425	+2%	+$481K	13.17%	2
2020 Q3	$17.9M	Sell	484,195 -31,085	-6%	-$1.16M	10.84%	2
2020 Q2	$18.3M	Buy	515,280 +69,635	+16%	+$2.31M	11.39%	2
2020 Q1	$12.8M	Sell	445,645 -183,120	-29%	-$6.81M	8.43%	2
2019 Q4	$25.9M	Buy	628,765 +10,540	+2%	+$418K	8.49%	3
2019 Q3	$23.9M	Sell	618,225 -8,905	-1%	-$342K	9.93%	2
2019 Q2	$24.4M	Buy	627,130 +6,230	+1%	+$239K	9.64%	2
2019 Q1	$23.5M	Buy	620,900 +148,280	+31%	+$5.48M	8.92%	2
2018 Q4	$15.7M	Buy	472,620 +21,485	+5%	+$784K	8.55%	2
2018 Q3	$18.2M	Buy	451,135 +16,860	+4%	+$678K	8.62%	3
2018 Q2	$16.9M	Buy	434,275 +24,775	+6%	+$957K	7.98%	3
2018 Q1	$15.4M	Buy	409,500 +5,510	+1%	+$211K	7.35%	4
2017 Q4	$15.3M	Buy	403,990 +42,070	+12%	+$1.56M	6.86%	4
2017 Q3	$12.9M	Sell	361,920 -30,365	-8%	-$1.06M	8.31%	3
2017 Q2	$13.6M	Sell	392,285 -134,065	-25%	-$4.63M	7.3%	4
2017 Q1	$18M	Sell	526,350 -7,955	-1%	-$271K	9.09%	2
2016 Q4	$17.7M	Sell	534,305 -1,410	-0.3%	-$44.7K	9.72%	2
2016 Q3	$16.5M	Buy	535,715 +9,570	+2%	+$296K	8.6%	3
2016 Q2	$15.7M	Sell	526,145 -17,205	-3%	-$505K	8.52%	2
2016 Q1	$15.7M	Sell	543,350 -15,480	-3%	-$414K	8.05%	2
2015 Q4	$15.6M	Buy	+558,830	New	+$16M	8.46%	2

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LGL Partners's IJH Position: Q2 2026 in Review

LGL Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.22% in Q2 2026, selling an estimated $63.9K and leaving 387,908 shares worth $29.9M. The position accounts for 10.94% of the portfolio, ranked #2.

LGL Partners first reported a position in IJH in Q4 2015 and has held it in 43 quarters since. The position peaked at $44.2M in Q4 2021. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

LGL Partners held 387,908 shares of iShares Core S&P Mid-Cap ETF worth $29.9M as of Q2 2026.
LGL Partners sold 871 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $63.9K.
iShares Core S&P Mid-Cap ETF made up 10.94% of LGL Partners's portfolio in Q2 2026, its #2 holding.
LGL Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
LGL Partners's iShares Core S&P Mid-Cap ETF position peaked at $44.2M in Q4 2021.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.