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

LVW Advisors’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	$3.15M	Buy	40,862 +31,944	+358%	+$2.34M	0.27%	51
2026 Q1	$602K	Sell	8,918 -218	-2%	-$15.1K	0.06%	181
2025 Q4	$603K	Sell	9,136 -1,045	-10%	-$68.5K	0.06%	165
2025 Q3	$664K	Buy	10,181 +2,357	+30%	+$151K	0.07%	152
2025 Q2	$485K	Sell	7,824 -127	-2%	-$7.46K	0.05%	193
2025 Q1	$464K	Sell	7,951 -61	-0.8%	-$3.79K	0.06%	183
2024 Q4	$499K	Buy	8,012 +2,437	+44%	+$156K	0.06%	189
2024 Q3	$347K	Buy	5,575 +400	+8%	+$24.1K	0.04%	222
2024 Q2	$303K	Buy	5,175 +1,080	+26%	+$63.4K	0.04%	232
2024 Q1	$249K	Sell	4,095 -335	-8%	-$19K	0.04%	253
2023 Q4	$246K	Sell	4,430 -250	-5%	-$12.7K	0.05%	231
2023 Q3	$233K	Hold	4,680	–	–	0.05%	200
2023 Q2	$245K	Buy	4,680 +25	+0.5%	+$1.24K	0.05%	181
2023 Q1	$233K	Hold	4,655	–	–	0.05%	209
2022 Q4	$225K	Sell	4,655 -285	-6%	-$13.8K	0.05%	211
2022 Q3	$217K	Buy	+4,940	New	+$239K	0.05%	202

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

LVW Advisors's IJH Position: Q2 2026 in Review

LVW Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 358% in Q2 2026, buying an estimated $2.34M and bringing the position to 40,862 shares worth $3.15M. The position accounts for 0.27% of the portfolio, ranked #51.

LVW Advisors first reported a position in IJH in Q3 2022 and has held it in 16 quarters since. 1,393 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

LVW Advisors held 40,862 shares of iShares Core S&P Mid-Cap ETF worth $3.15M as of Q2 2026.
LVW Advisors bought 31,944 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.34M.
iShares Core S&P Mid-Cap ETF made up 0.27% of LVW Advisors's portfolio in Q2 2026, its #51 holding.
LVW Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
1,393 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.