LRI Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

LRI Investments’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	$42.3K	Sell	549 -103	-16%	-$7.56K	﹤0.01%	581
2026 Q1	$44K	Hold	652	–	–	﹤0.01%	539
2025 Q4	$43K	Hold	652	–	–	﹤0.01%	571
2025 Q3	$42.5K	Hold	652	–	–	﹤0.01%	588
2025 Q2	$40.4K	Sell	652 -292	-31%	-$17.1K	﹤0.01%	591
2025 Q1	$55.1K	Buy	944 +299	+46%	+$18.6K	0.01%	526
2024 Q4	$40.2K	Hold	645	–	–	﹤0.01%	557
2024 Q3	$41.8K	Hold	645	–	–	﹤0.01%	534
2024 Q2	$37.7K	Buy	645 +430	+200%	+$25.3K	﹤0.01%	511
2024 Q1	$13.1K	Buy	+215	New	+$12.2K	﹤0.01%	453

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

LRI Investments's IJH Position: Q2 2026 in Review

LRI Investments reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, selling an estimated $7.56K and leaving 549 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

LRI Investments first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. The position peaked at $55.1K in Q1 2025. 845 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

LRI Investments held 549 shares of iShares Core S&P Mid-Cap ETF worth $42.3K as of Q2 2026.
LRI Investments sold 103 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.56K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #581 holding.
LRI Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares Core S&P Mid-Cap ETF position peaked at $55.1K in Q1 2025.
845 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.