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

MBA 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	$1.02M	Sell	13,275 -3,024	-19%	-$222K	0.34%	57
2026 Q1	$1.1M	Sell	16,299 -582	-3%	-$40.4K	0.42%	52
2025 Q4	$1.11M	Hold	16,881	–	–	0.45%	50
2025 Q3	$1.1M	Buy	16,881 +10	+0.1%	+$643	0.47%	49
2025 Q2	$1.05M	Sell	16,871 -928	-5%	-$54.5K	0.48%	48
2025 Q1	$1.04M	Buy	17,799 +20	+0.1%	+$1.24K	0.51%	47
2024 Q4	$1.11M	Sell	17,779 -164	-0.9%	-$10.5K	0.56%	42
2024 Q3	$1.12M	Sell	17,943 -60	-0.3%	-$3.62K	0.54%	46
2024 Q2	$1.05M	Sell	18,003 -1,747	-9%	-$103K	0.54%	46
2024 Q1	$1.2M	Sell	19,750 -230	-1%	-$13K	0.62%	40
2023 Q4	$1.11M	Sell	19,980 -80	-0.4%	-$4.06K	0.62%	40
2023 Q3	$1M	Sell	20,060 -2,200	-10%	-$115K	0.61%	40
2023 Q2	$1.16M	Hold	22,260	–	–	0.7%	36
2023 Q1	$1.11M	Hold	22,260	–	–	0.69%	37
2022 Q4	$1.08M	Sell	22,260 -3,460	-13%	-$167K	0.7%	36
2022 Q3	$1.13M	Sell	25,720 -5,050	-16%	-$244K	0.82%	33
2022 Q2	$1.39M	Sell	30,770 -2,515	-8%	-$124K	0.96%	30
2022 Q1	$1.79M	Hold	33,285	–	–	1.11%	27
2021 Q4	$1.88M	Hold	33,285	–	–	1.17%	25
2021 Q3	$1.75M	Sell	33,285 -5,230	-14%	-$281K	1.29%	22
2021 Q2	$2.07M	Sell	38,515 -500	-1%	-$27K	0.96%	19
2021 Q1	$2.03M	Buy	+39,015	New	+$1.95M	1.12%	15

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MBA Advisors's IJH Position: Q2 2026 in Review

MBA Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q2 2026, selling an estimated $222K and leaving 13,275 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #57.

MBA Advisors first reported a position in IJH in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.07M in Q2 2021. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

MBA Advisors held 13,275 shares of iShares Core S&P Mid-Cap ETF worth $1.02M as of Q2 2026.
MBA Advisors sold 3,024 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $222K.
iShares Core S&P Mid-Cap ETF made up 0.34% of MBA Advisors's portfolio in Q2 2026, its #57 holding.
MBA Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
MBA Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.07M in Q2 2021.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.