Madrona Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Madrona Financial Services’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	$223K	Buy	+2,887	New	+$212K	0.04%	130
2025 Q4	–	Sell	-3,991	Closed	-$260K	–	134
2025 Q3	$260K	Buy	3,991 +8	+0.2%	+$514	0.06%	94
2025 Q2	$247K	Buy	3,983 +11	+0.3%	+$646	0.06%	92
2025 Q1	$232K	Sell	3,972 -1,054	-21%	-$65.5K	0.06%	99
2024 Q4	$313K	Buy	5,026 +20	+0.4%	+$1.28K	0.09%	79
2024 Q3	$312K	Buy	5,006 +18	+0.4%	+$1.08K	0.09%	75
2024 Q2	$292K	Buy	4,988 +1	+0%	+$59	0.09%	70
2024 Q1	$303K	Sell	4,987 -41,178	-89%	-$2.33M	0.11%	66
2023 Q4	$2.56M	Buy	46,165 +17,910	+63%	+$908K	1.01%	24
2023 Q3	$1.41M	Buy	28,255 +23,620	+510%	+$1.24M	0.64%	31
2023 Q2	$242K	Sell	4,635 -85	-2%	-$4.22K	0.12%	88
2023 Q1	$236K	Buy	4,720 +20	+0.4%	+$1.02K	0.13%	76
2022 Q4	$227K	Buy	+4,700	New	+$227K	0.13%	67

Other funds holding IJH

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

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

Madrona Financial Services's IJH Position: Q2 2026 in Review

Madrona Financial Services opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,887 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: Madrona Financial Services previously reported a position in IJH as recently as Q3 2025.

Madrona Financial Services first reported a position in IJH in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.56M in Q4 2023. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Madrona Financial Services held 2,887 shares of iShares Core S&P Mid-Cap ETF worth $223K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Madrona Financial Services position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Madrona Financial Services's portfolio in Q2 2026, its #130 holding.
Madrona Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Madrona Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $2.56M in Q4 2023.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.