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Lynch & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lynch & Associates’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 		$24.2M Sell
313,704
-4,861
-2% -$357K 4.23% 3
2026
Q1 		$21.5M Buy
318,565
+5,413
+2% +$375K 4.04% 4
2025
Q4 		$20.7M Buy
313,152
+5,755
+2% +$377K 3.91% 3
2025
Q3 		$20.1M Buy
307,397
+2,902
+1% +$186K 3.87% 3
2025
Q2 		$18.9M Buy
304,495
+5,643
+2% +$331K 3.8% 4
2025
Q1 		$17.4M Buy
298,852
+3,494
+1% +$217K 3.77% 4
2024
Q4 		$18.4M Sell
295,358
-4,393
-1% -$282K 3.99% 4
2024
Q3 		$18.7M Buy
299,751
+1,967
+0.7% +$119K 3.95% 3
2024
Q2 		$17.4M Buy
297,784
+6,263
+2% +$368K 3.93% 3
2024
Q1 		$17.7M Sell
291,521
-2,609
-0.9% -$148K 4.09% 3
2023
Q4 		$16.3M Buy
294,130
+1,335
+0.5% +$67.7K 3.96% 3
2023
Q3 		$14.6M Buy
292,795
+2,315
+0.8% +$121K 3.85% 5
2023
Q2 		$15.2M Sell
290,480
-2,120
-0.7% -$105K 3.89% 4
2023
Q1 		$14.6M Sell
292,600
-6,275
-2% -$320K 3.84% 3
2022
Q4 		$14.5M Sell
298,875
-40
-0% -$1.93K 3.78% 3
2022
Q3 		$13.1M Buy
298,915
+5,785
+2% +$280K 3.83% 3
2022
Q2 		$13.3M Buy
293,130
+1,015
+0.3% +$50.1K 3.61% 4
2022
Q1 		$15.7M Buy
292,115
+465
+0.2% +$24.8K 3.8% 4
2021
Q4 		$16.5M Buy
291,650
+10,255
+4% +$571K 3.9% 4
2021
Q3 		$14.8M Buy
281,395
+7,085
+3% +$381K 3.83% 4
2021
Q2 		$14.7M Buy
274,310
+3,620
+1% +$195K 3.78% 4
2021
Q1 		$14.1M Sell
270,690
-3,850
-1% -$192K 3.8% 4
2020
Q4 		$12.6M Sell
274,540
-8,435
-3% -$355K 3.44% 6
2020
Q3 		$10.5M Buy
282,975
+6,190
+2% +$231K 3.14% 8
2020
Q2 		$9.84M Buy
276,785
+8,380
+3% +$278K 3.18% 7
2020
Q1 		$7.72M Sell
268,405
-25,685
-9% -$955K 2.84% 9
2019
Q4 		$12.1M Buy
294,090
+9,090
+3% +$360K 3.48% 7
2019
Q3 		$11M Buy
285,000
+2,840
+1% +$109K 3.37% 6
2019
Q2 		$11M Sell
282,160
-3,985
-1% -$153K 3.56% 5
2019
Q1 		$10.8M Buy
286,145
+11,295
+4% +$417K 3.59% 5
2018
Q4 		$9.13M Sell
274,850
-3,305
-1% -$121K 3.41% 7
2018
Q3 		$11.2M Buy
278,155
+4,680
+2% +$188K 3.78% 5
2018
Q2 		$10.7M Buy
273,475
+11,225
+4% +$434K 3.86% 3
2018
Q1 		$9.84M Buy
262,250
+12,945
+5% +$495K 3.76% 5
2017
Q4 		$9.46M Buy
249,305
+1,960
+0.8% +$72.5K 3.55% 4
2017
Q3 		$8.85M Buy
247,345
+6,585
+3% +$229K 3.52% 4
2017
Q2 		$8.38M Buy
240,760
+8,335
+4% +$288K 3.31% 5
2017
Q1 		$7.96M Buy
232,425
+2,340
+1% +$79.6K 3.25% 5
2016
Q4 		$7.61M Sell
230,085
-3,840
-2% -$122K 3.2% 6
2016
Q3 		$7.24M Buy
233,925
+13,755
+6% +$425K 3.18% 6
2016
Q2 		$6.58M Buy
220,170
+3,810
+2% +$112K 2.94% 7
2016
Q1 		$6.24M Sell
216,360
-3,305
-2% -$88.3K 2.97% 7
2015
Q4 		$6.12M Buy
219,665
+9,280
+4% +$265K 3.14% 6
2015
Q3 		$5.75M Buy
210,385
+1,215
+0.6% +$35.3K 3.18% 5
2015
Q2 		$6.27M Sell
209,170
-6,925
-3% -$211K 3.28% 4
2015
Q1 		$6.57M Buy
216,095
+9,275
+4% +$274K 3.46% 4
2014
Q4 		$5.99M Buy
206,820
+3,770
+2% +$106K 3.22% 5
2014
Q3 		$5.55M Buy
203,050
+15,135
+8% +$426K 3.12% 6
2014
Q2 		$5.38M Buy
187,915
+5,480
+3% +$151K 3.07% 6
2014
Q1 		$5.02M Buy
182,435
+6,795
+4% +$183K 2.96% 7
2013
Q4 		$4.7M Buy
175,640
+6,955
+4% +$180K 2.81% 8
2013
Q3 		$4.19M Buy
168,685
+1,150
+0.7% +$28.1K 2.79% 7
2013
Q2 		$3.87M Buy
+167,535
New +$3.89M 2.67% 8

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Lynch & Associates's IJH Position: Q2 2026 in Review

Lynch & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, selling an estimated $357K and leaving 313,704 shares worth $24.2M. The position accounts for 4.23% of the portfolio, ranked #3.

Lynch & Associates first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Lynch & Associates held 313,704 shares of iShares Core S&P Mid-Cap ETF worth $24.2M as of Q2 2026.
  • Lynch & Associates sold 4,861 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $357K.
  • iShares Core S&P Mid-Cap ETF made up 4.23% of Lynch & Associates's portfolio in Q2 2026, its #3 holding.
  • Lynch & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.