MJT & Associates Financial Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

MJT & Associates Financial Advisory’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	$17.7K	Hold	230	–	–	0.01%	138
2026 Q1	$15.5K	Hold	230	–	–	0.01%	139
2025 Q4	$15.2K	Hold	230	–	–	0.01%	142
2025 Q3	$15K	Hold	230	–	–	0.01%	152
2025 Q2	$14.3K	Hold	230	–	–	0.02%	179
2025 Q1	$13.4K	Buy	+230	New	+$14.3K	0.01%	184

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

MJT & Associates Financial Advisory's IJH Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 230 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #138.

MJT & Associates Financial Advisory first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

MJT & Associates Financial Advisory held 230 shares of iShares Core S&P Mid-Cap ETF worth $17.7K as of Q2 2026.
MJT & Associates Financial Advisory left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #138 holding.
MJT & Associates Financial Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.