M.E. Allison & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

M.E. Allison & Co’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	$964K	Buy	12,508 +30	+0.2%	+$2.2K	0.56%	49
2026 Q1	$843K	Hold	12,478	–	–	0.56%	50
2025 Q4	$824K	Hold	12,478	–	–	0.56%	50
2025 Q3	$814K	Buy	12,478 +535	+4%	+$34.4K	0.57%	46
2025 Q2	$741K	Buy	11,943 +275	+2%	+$16.1K	0.6%	46
2025 Q1	$681K	Buy	11,668 +33	+0.3%	+$2.05K	0.67%	42
2024 Q4	$725K	Buy	+11,635	New	+$746K	0.8%	35

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

M.E. Allison & Co's IJH Position: Q2 2026 in Review

M.E. Allison & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.24% in Q2 2026, buying an estimated $2.2K and bringing the position to 12,508 shares worth $964K. The position accounts for 0.56% of the portfolio, ranked #49.

M.E. Allison & Co first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

M.E. Allison & Co held 12,508 shares of iShares Core S&P Mid-Cap ETF worth $964K as of Q2 2026.
M.E. Allison & Co bought 30 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.2K.
iShares Core S&P Mid-Cap ETF made up 0.56% of M.E. Allison & Co's portfolio in Q2 2026, its #49 holding.
M.E. Allison & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.