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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$726K Buy
9,455
+8,817
+1,382% +$647K 0.08% 130
2026
Q1
$9.46K Buy
638
+14
+2% +$971 0.15% 103
2025
Q4
$9.46K Sell
624
-8,831
-93% -$578K 0.17% 93
2025
Q3
$617K Hold
9,455
0.09% 120
2025
Q2
$586K Sell
9,455
-750
-7% -$44K 0.08% 117
2025
Q1
$595K Buy
10,205
+750
+8% +$46.6K 0.11% 141
2024
Q4
$589K Sell
9,455
-2,845
-23% -$182K 0.11% 125
2024
Q3
$767K Hold
12,300
0.16% 93
2024
Q2
$720K Sell
12,300
-750
-6% -$44.1K 0.13% 107
2024
Q1
$793K Sell
13,050
-4,250
-25% -$241K 0.13% 111
2023
Q4
$959K Buy
+17,300
New +$877K 0.19% 80

Other funds holding IJH

LM Advisors's IJH Position: Q2 2026 in Review

LM Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1,382% in Q2 2026, buying an estimated $647K and bringing the position to 9,455 shares worth $726K. The position accounts for 0.08% of the portfolio, ranked #130.

LM Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $959K in Q4 2023. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • LM Advisors held 9,455 shares of iShares Core S&P Mid-Cap ETF worth $726K as of Q2 2026.
  • LM Advisors bought 8,817 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $647K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of LM Advisors's portfolio in Q2 2026, its #130 holding.
  • LM Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's iShares Core S&P Mid-Cap ETF position peaked at $959K in Q4 2023.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.