Lloyd Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lloyd Advisory Services’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	$37.8K	Sell	491 -605	-55%	-$44.4K	0.01%	261
2026 Q1	$74K	Buy	+1,096	New	+$76K	0.02%	234
2022 Q2	–	Sell	-650	Closed	-$35K	–	294
2022 Q1	$35K	Sell	650 -50	-7%	-$2.66K	0.02%	273
2021 Q4	$40K	Sell	700 -120	-15%	-$6.68K	0.02%	234
2021 Q3	$43K	Buy	820 +5	+0.6%	+$269	0.02%	172
2021 Q2	$44K	Buy	815 +15	+2%	+$810	0.02%	168
2021 Q1	$42K	Sell	800 -194,670	-100%	-$9.72M	0.02%	154
2020 Q4	$8.98M	Buy	195,470 +37,705	+24%	+$1.59M	4.91%	7
2020 Q3	$5.85M	Buy	157,765 +30,120	+24%	+$1.13M	3.56%	8
2020 Q2	$4.54M	Buy	127,645 +10,465	+9%	+$348K	2.85%	11
2020 Q1	$3.37M	Buy	117,180 +8,990	+8%	+$334K	2.49%	8
2019 Q4	$4.45M	Buy	+108,190	New	+$4.29M	4.05%	6

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lloyd Advisory Services's IJH Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 55% in Q2 2026, selling an estimated $44.4K and leaving 491 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #261.

Lloyd Advisory Services first reported a position in IJH in Q4 2019 and has held it in 12 quarters since. The position peaked at $8.98M in Q4 2020. 2,572 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Lloyd Advisory Services held 491 shares of iShares Core S&P Mid-Cap ETF worth $37.8K as of Q2 2026.
Lloyd Advisory Services sold 605 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $44.4K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #261 holding.
Lloyd Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $8.98M in Q4 2020.
2,572 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.