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Mason & Associates (Virginia)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mason & Associates (Virginia)’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 		$210K Buy
+2,726
New +$200K 0.04% 44
2025
Q2 		– Sell
-4,903
Closed -$286K – 42
2025
Q1 		$286K Sell
4,903
-192
-4% -$11.9K 0.08% 36
2024
Q4 		$317K Sell
5,095
-108
-2% -$6.93K 0.09% 34
2024
Q3 		$324K Sell
5,203
-20
-0.4% -$1.21K 0.1% 33
2024
Q2 		$306K Buy
+5,223
New +$307K 0.1% 33

Other funds holding IJH

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Mason & Associates (Virginia)'s IJH Position: Q2 2026 in Review

Mason & Associates (Virginia) opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,726 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #44 among its holdings. This is a return to the name: Mason & Associates (Virginia) previously reported a position in IJH as recently as Q1 2025.

Mason & Associates (Virginia) first reported a position in IJH in Q2 2024 and has held it in 5 quarters since. The position peaked at $324K in Q3 2024. 827 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Mason & Associates (Virginia) held 2,726 shares of iShares Core S&P Mid-Cap ETF worth $210K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Mason & Associates (Virginia) position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #44 holding.
  • Mason & Associates (Virginia) first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 5 quarters since.
  • Mason & Associates (Virginia)'s iShares Core S&P Mid-Cap ETF position peaked at $324K in Q3 2024.
  • 827 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.