Lynx Investment Advisory’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
$6.95M Sell
90,156
-25,170
-22% -$1.85M 2.28% 7
2026
Q1
$7.79M Buy
115,326
+17,036
+17% +$1.18M 3.72% 3
2025
Q4
$6.49M Sell
98,290
-3,093
-3% -$203K 3.54% 3
2025
Q3
$6.62M Sell
101,383
-516
-0.5% -$33.2K 3.96% 2
2025
Q2
$6.32M Sell
101,899
-14,803
-13% -$869K 4.13% 2
2025
Q1
$6.81M Sell
116,702
-4,213
-3% -$262K 4.54% 2
2024
Q4
$7.53M Buy
120,915
+15,779
+15% +$1.01M 5.14% 2
2024
Q3
$6.55M Buy
105,136
+8,436
+9% +$509K 4.72% 2
2024
Q2
$5.66M Buy
+96,700
New +$5.68M 4.19% 2

Other funds holding IJH

Lynx Investment Advisory's IJH Position: Q2 2026 in Review

Lynx Investment Advisory reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q2 2026, selling an estimated $1.85M and leaving 90,156 shares worth $6.95M. The position accounts for 2.28% of the portfolio, ranked #7.

Lynx Investment Advisory first reported a position in IJH in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.79M in Q1 2026. 1,110 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Lynx Investment Advisory held 90,156 shares of iShares Core S&P Mid-Cap ETF worth $6.95M as of Q2 2026.
  • Lynx Investment Advisory sold 25,170 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.85M.
  • iShares Core S&P Mid-Cap ETF made up 2.28% of Lynx Investment Advisory's portfolio in Q2 2026, its #7 holding.
  • Lynx Investment Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • Lynx Investment Advisory's iShares Core S&P Mid-Cap ETF position peaked at $7.79M in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.