McElhenny Sheffield Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

McElhenny Sheffield Capital Management’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	$319K	Buy	4,143 +691	+20%	+$50.7K	0.08%	72
2026 Q1	$233K	Sell	3,452 -3,091	-47%	-$214K	0.06%	87
2025 Q4	$432K	Sell	6,543 -92	-1%	-$6.03K	0.11%	54
2025 Q3	$433K	Buy	6,635 +1,878	+39%	+$121K	0.1%	59
2025 Q2	$295K	Sell	4,757 -3,153	-40%	-$185K	0.08%	84
2025 Q1	$462K	Buy	7,910 +920	+13%	+$57.1K	0.17%	60
2024 Q4	$436K	Sell	6,990 -675	-9%	-$43.3K	0.15%	62
2024 Q3	$478K	Buy	7,665 +712	+10%	+$42.9K	0.16%	61
2024 Q2	$407K	Buy	6,953 +375	+6%	+$22K	0.14%	65
2024 Q1	$400K	Sell	6,578 -727	-10%	-$41.2K	0.14%	66
2023 Q4	$405K	Buy	7,305 +465	+7%	+$23.6K	0.16%	59
2023 Q3	$341K	Buy	6,840 +550	+9%	+$28.8K	0.17%	64
2023 Q2	$329K	Sell	6,290 -1,465	-19%	-$72.8K	0.14%	64
2023 Q1	$388K	Buy	7,755 +2,655	+52%	+$135K	0.2%	64
2022 Q4	$247K	Buy	5,100 +265	+5%	+$12.8K	0.11%	77
2022 Q3	$212K	Sell	4,835 -45	-0.9%	-$2.18K	0.16%	84
2022 Q2	$221K	Sell	4,880 -130	-3%	-$6.42K	0.1%	90
2022 Q1	$269K	Sell	5,010 -8,865	-64%	-$472K	0.09%	98
2021 Q4	$786K	Sell	13,875 -2,055	-13%	-$114K	0.29%	52
2021 Q3	$838K	Buy	+15,930	New	+$857K	0.38%	37

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

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

McElhenny Sheffield Capital Management's IJH Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q2 2026, buying an estimated $50.7K and bringing the position to 4,143 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #72.

McElhenny Sheffield Capital Management first reported a position in IJH in Q3 2021 and has held it in 20 quarters since. The position peaked at $838K in Q3 2021. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

McElhenny Sheffield Capital Management held 4,143 shares of iShares Core S&P Mid-Cap ETF worth $319K as of Q2 2026.
McElhenny Sheffield Capital Management bought 691 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $50.7K.
iShares Core S&P Mid-Cap ETF made up 0.08% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #72 holding.
McElhenny Sheffield Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
McElhenny Sheffield Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $838K in Q3 2021.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.