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

Mayflower Financial 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	$8.21M	Sell	106,472 -6,688	-6%	-$491K	0.71%	35
2026 Q1	$7.64M	Buy	113,160 +528	+0.5%	+$36.6K	0.93%	21
2025 Q4	$7.43M	Sell	112,632 -3,052	-3%	-$200K	0.9%	24
2025 Q3	$7.55M	Sell	115,684 -4,812	-4%	-$309K	0.95%	23
2025 Q2	$7.47M	Sell	120,496 -59,740	-33%	-$3.51M	1.04%	21
2025 Q1	$10.5M	Buy	180,236 +1,569	+0.9%	+$97.4K	1.6%	10
2024 Q4	$11.1M	Sell	178,667 -1,937	-1%	-$124K	1.66%	9
2024 Q3	$11.3M	Sell	180,604 -6,298	-3%	-$380K	1.69%	9
2024 Q2	$10.9M	Sell	186,902 -4,253	-2%	-$250K	1.8%	7
2024 Q1	$11.6M	Sell	191,155 -9,320	-5%	-$528K	1.94%	6
2023 Q4	$11.1M	Sell	200,475 -17,020	-8%	-$863K	1.53%	12
2023 Q3	$10.8M	Sell	217,495 -38,325	-15%	-$2.01M	1.62%	14
2023 Q2	$13.4M	Sell	255,820 -23,695	-8%	-$1.18M	1.73%	12
2023 Q1	$14M	Sell	279,515 -8,990	-3%	-$458K	1.84%	12
2022 Q4	$14M	Sell	288,505 -37,510	-12%	-$1.81M	1.94%	11
2022 Q3	$14.3M	Sell	326,015 -5,490	-2%	-$265K	2.3%	7
2022 Q2	$15M	Sell	331,505 -25,370	-7%	-$1.25M	2.3%	8
2022 Q1	$19.2M	Sell	356,875 -1,825	-0.5%	-$97.2K	2.58%	5
2021 Q4	$20.3M	Sell	358,700 -3,525	-1%	-$196K	2.7%	6
2021 Q3	$19.9M	Buy	362,225 +15,115	+4%	+$813K	2.69%	6
2021 Q2	$18.7M	Buy	347,110 +4,465	+1%	+$241K	2.57%	6
2021 Q1	$17.8M	Buy	342,645 +7,945	+2%	+$397K	2.64%	6
2020 Q4	$15.4M	Buy	+334,700	New	+$14.1M	2.65%	6

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 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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Mayflower Financial Advisors's IJH Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q2 2026, selling an estimated $491K and leaving 106,472 shares worth $8.21M. The position accounts for 0.71% of the portfolio, ranked #35.

Mayflower Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.3M in Q4 2021. 843 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Mayflower Financial Advisors held 106,472 shares of iShares Core S&P Mid-Cap ETF worth $8.21M as of Q2 2026.
Mayflower Financial Advisors sold 6,688 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $491K.
iShares Core S&P Mid-Cap ETF made up 0.71% of Mayflower Financial Advisors's portfolio in Q2 2026, its #35 holding.
Mayflower Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Mayflower Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $20.3M in Q4 2021.
843 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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