Matrix Asset Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Matrix Asset Advisors’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	$422K	Buy	5,472 +347	+7%	+$25.5K	0.03%	80
2026 Q1	$346K	Buy	5,125 +21	+0.4%	+$1.46K	0.03%	81
2025 Q4	$337K	Sell	5,104 -513	-9%	-$33.6K	0.03%	86
2025 Q3	$367K	Buy	5,617 +106	+2%	+$6.81K	0.03%	83
2025 Q2	$342K	Buy	+5,511	New	+$324K	0.03%	81

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

Matrix Asset Advisors's IJH Position: Q2 2026 in Review

Matrix Asset Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q2 2026, buying an estimated $25.5K and bringing the position to 5,472 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #80.

Matrix Asset Advisors first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Matrix Asset Advisors held 5,472 shares of iShares Core S&P Mid-Cap ETF worth $422K as of Q2 2026.
Matrix Asset Advisors bought 347 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $25.5K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Matrix Asset Advisors's portfolio in Q2 2026, its #80 holding.
Matrix Asset Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.