MFPI
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Midwest Financial Partners Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Midwest Financial Partners Investments’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 		$377K Sell
4,883
-1,114
-19% -$81.7K 0.16% 61
2026
Q1 		$405K Hold
5,997
– – 0.21% 52
2025
Q4 		$396K Buy
+5,997
New +$393K 0.22% 56

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Midwest Financial Partners Investments's IJH Position: Q2 2026 in Review

Midwest Financial Partners Investments reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q2 2026, selling an estimated $81.7K and leaving 4,883 shares worth $377K. The position accounts for 0.16% of the portfolio, ranked #61.

Midwest Financial Partners Investments first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. The position peaked at $405K in Q1 2026. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Midwest Financial Partners Investments held 4,883 shares of iShares Core S&P Mid-Cap ETF worth $377K as of Q2 2026.
  • Midwest Financial Partners Investments sold 1,114 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $81.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.16% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #61 holding.
  • Midwest Financial Partners Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Midwest Financial Partners Investments's iShares Core S&P Mid-Cap ETF position peaked at $405K in Q1 2026.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.