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

Magnus Financial Group’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	$69M	Buy	894,548 +36,277	+4%	+$2.66M	4.88%	3
2026 Q1	$58M	Buy	858,271 +43,464	+5%	+$3.02M	4.7%	3
2025 Q4	$53.8M	Buy	814,807 +2,860	+0.4%	+$187K	4.11%	3
2025 Q3	$53M	Buy	811,947 +19,293	+2%	+$1.24M	4.18%	3
2025 Q2	$49.2M	Buy	792,654 +18,265	+2%	+$1.07M	4.31%	3
2025 Q1	$45.2M	Buy	774,389 +29,782	+4%	+$1.85M	4.37%	3
2024 Q4	$46.4M	Buy	744,607 +19,217	+3%	+$1.23M	4.48%	3
2024 Q3	$45.2M	Buy	725,390 +26,211	+4%	+$1.58M	4.6%	3
2024 Q2	$40.9M	Buy	699,179 +8,349	+1%	+$490K	4.6%	3
2024 Q1	$42M	Buy	690,830 +21,970	+3%	+$1.24M	4.98%	2
2023 Q4	$37.1M	Buy	668,860 +14,170	+2%	+$719K	4.86%	2
2023 Q3	$32.6M	Buy	654,690 +5,665	+0.9%	+$297K	4.76%	2
2023 Q2	$33.9M	Buy	649,025 +14,190	+2%	+$705K	4.83%	2
2023 Q1	$31.8M	Buy	634,835 +3,245	+0.5%	+$165K	4.84%	2
2022 Q4	$30.6M	Buy	631,590 +13,530	+2%	+$654K	4.97%	2
2022 Q3	$27.1M	Buy	618,060 +24,605	+4%	+$1.19M	5.18%	2
2022 Q2	$26.9M	Buy	593,455 +21,320	+4%	+$1.05M	4.94%	2
2022 Q1	$30.7M	Buy	572,135 +19,315	+3%	+$1.03M	5.13%	2
2021 Q4	$31.3M	Buy	552,820 +435	+0.1%	+$24.2K	5.95%	2
2021 Q3	$29.1M	Buy	552,385 +33,055	+6%	+$1.78M	6.15%	2
2021 Q2	$27.9M	Buy	519,330 +13,820	+3%	+$746K	6.08%	2
2021 Q1	$26.3M	Sell	505,510 -866,880	-63%	-$43.3M	6.36%	3
2020 Q4	$63.1M	Buy	1,372,390 +24,705	+2%	+$1.04M	6.26%	4
2020 Q3	$49.9M	Buy	1,347,685 +14,565	+1%	+$545K	5.81%	4
2020 Q2	$47.4M	Buy	1,333,120 +412,520	+45%	+$13.7M	5.26%	4
2020 Q1	$26.5M	Buy	920,600 +78,810	+9%	+$2.93M	3.61%	6
2019 Q4	$34.7M	Buy	841,790 +100,395	+14%	+$3.98M	4.96%	5
2019 Q3	$28.7M	Buy	741,395 +570	+0.1%	+$21.9K	5.37%	5
2019 Q2	$28.8M	Sell	740,825 -1,305	-0.2%	-$50K	5.54%	4
2019 Q1	$28.1M	Buy	742,130 +94,195	+15%	+$3.48M	5.72%	5
2018 Q4	$21.5M	Buy	+647,935	New	+$23.6M	5.72%	5

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

OWM

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

SFG

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Magnus Financial Group's IJH Position: Q2 2026 in Review

Magnus Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q2 2026, buying an estimated $2.66M and bringing the position to 894,548 shares worth $69M. The position accounts for 4.88% of the portfolio, ranked #3.

Magnus Financial Group first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 931 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Magnus Financial Group held 894,548 shares of iShares Core S&P Mid-Cap ETF worth $69M as of Q2 2026.
Magnus Financial Group bought 36,277 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.66M.
iShares Core S&P Mid-Cap ETF made up 4.88% of Magnus Financial Group's portfolio in Q2 2026, its #3 holding.
Magnus Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
931 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.