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 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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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. 1,326 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.
1,326 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.