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

LifeSteps Financial’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 		$6.5M Buy
84,255
+15,199
+22% +$1.12M 3.03% 5
2026
Q1 		$4.66M Buy
69,056
+5,559
+9% +$386K 2.95% 7
2025
Q4 		$4.19M Sell
63,497
-1,748
-3% -$115K 2.68% 7
2025
Q3 		$4.26M Sell
65,245
-1,220
-2% -$78.4K 2.74% 7
2025
Q2 		$4.12M Buy
66,465
+189
+0.3% +$11.1K 2.83% 7
2025
Q1 		$3.87M Buy
66,276
+169
+0.3% +$10.5K 3.14% 7
2024
Q4 		$4.12M Sell
66,107
-818
-1% -$52.5K 3.16% 6
2024
Q3 		$4.17M Sell
66,925
-711
-1% -$42.9K 3.26% 6
2024
Q2 		$3.96M Sell
67,636
-8,431
-11% -$495K 3.27% 6
2024
Q1 		$4.62M Sell
76,067
-2,598
-3% -$147K 3.49% 5
2023
Q4 		$4.36M Sell
78,665
-1,100
-1% -$55.8K 3.87% 5
2023
Q3 		$3.98M Sell
79,765
-805
-1% -$42.2K 4.05% 5
2023
Q2 		$4.21M Sell
80,570
-2,195
-3% -$109K 4.17% 6
2023
Q1 		$4.14M Sell
82,765
-3,560
-4% -$181K 4.39% 5
2022
Q4 		$4.18M Sell
86,325
-3,225
-4% -$156K 4.35% 6
2022
Q3 		$3.93M Sell
89,550
-6,875
-7% -$332K 4.43% 4
2022
Q2 		$4.36M Sell
96,425
-1,445
-1% -$71.3K 4.55% 4
2022
Q1 		$5.25M Sell
97,870
-5,200
-5% -$277K 3.88% 5
2021
Q4 		$5.83M Sell
103,070
-970
-0.9% -$54K 4.13% 5
2021
Q3 		$5.47M Sell
104,040
-655
-0.6% -$35.2K 4.19% 5
2021
Q2 		$5.63M Buy
104,695
+1,150
+1% +$62.1K 4.32% 5
2021
Q1 		$5.39M Sell
103,545
-2,180
-2% -$109K 4.5% 5
2020
Q4 		$4.86M Sell
105,725
-1,205
-1% -$50.8K 4.46% 5
2020
Q3 		$3.96M Sell
106,930
-55
-0.1% -$2.06K 4.18% 5
2020
Q2 		$3.81M Sell
106,985
-1,625
-1% -$54K 4.39% 5
2020
Q1 		$3.13M Sell
108,610
-2,945
-3% -$109K 3.6% 4
2019
Q4 		$4.59M Buy
+111,555
New +$4.42M 4.33% 4

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LifeSteps Financial's IJH Position: Q2 2026 in Review

LifeSteps Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q2 2026, buying an estimated $1.12M and bringing the position to 84,255 shares worth $6.5M. The position accounts for 3.03% of the portfolio, ranked #5.

LifeSteps Financial first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 1,308 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • LifeSteps Financial held 84,255 shares of iShares Core S&P Mid-Cap ETF worth $6.5M as of Q2 2026.
  • LifeSteps Financial bought 15,199 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.12M.
  • iShares Core S&P Mid-Cap ETF made up 3.03% of LifeSteps Financial's portfolio in Q2 2026, its #5 holding.
  • LifeSteps Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,308 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.