Moisand Fitzgerald Tamayo’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Moisand Fitzgerald Tamayo’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	$968K	Buy	12,558 +1	+0%	+$73	0.09%	59
2026 Q1	$848K	Sell	12,557 -80	-0.6%	-$5.55K	0.09%	59
2025 Q4	$834K	Sell	12,637 -214	-2%	-$14K	0.09%	62
2025 Q3	$839K	Sell	12,851 -7	-0.1%	-$450	0.1%	62
2025 Q2	$797K	Sell	12,858 -185	-1%	-$10.9K	0.1%	60
2025 Q1	$761K	Sell	13,043 -945	-7%	-$58.7K	0.11%	57
2024 Q4	$872K	Sell	13,988 -100	-0.7%	-$6.41K	0.12%	54
2024 Q3	$878K	Sell	14,088 -197	-1%	-$11.9K	0.12%	53
2024 Q2	$836K	Sell	14,285 -93	-0.6%	-$5.46K	0.13%	53
2024 Q1	$873K	Buy	14,378 +173	+1%	+$9.79K	0.13%	54
2023 Q4	$787K	Sell	14,205 -555	-4%	-$28.1K	0.14%	58
2023 Q3	$736K	Sell	14,760 -625	-4%	-$32.8K	0.16%	56
2023 Q2	$805K	Sell	15,385 -1,140	-7%	-$56.7K	0.16%	57
2023 Q1	$827K	Sell	16,525 -190	-1%	-$9.68K	0.18%	55
2022 Q4	$809K	Sell	16,715 -105	-0.6%	-$5.07K	0.18%	59
2022 Q3	$738K	Buy	16,820 +15	+0.1%	+$725	0.2%	55
2022 Q2	$760K	Buy	16,805 +2,520	+18%	+$124K	0.2%	57
2022 Q1	$767K	Sell	14,285 -2,310	-14%	-$123K	0.35%	40
2021 Q4	$939K	Sell	16,595 -445	-3%	-$24.8K	0.26%	52
2021 Q3	$897K	Buy	17,040 +10	+0.1%	+$538	0.3%	50
2021 Q2	$915K	Sell	17,030 -520	-3%	-$28.1K	0.33%	45
2021 Q1	$914K	Sell	17,550 -500	-3%	-$25K	0.39%	41
2020 Q4	$830K	Sell	18,050 -2,035	-10%	-$85.7K	0.37%	42
2020 Q3	$744K	Sell	20,085 -290	-1%	-$10.8K	0.38%	41
2020 Q2	$725K	Sell	20,375 -430	-2%	-$14.3K	0.4%	41
2020 Q1	$599K	Sell	20,805 -1,755	-8%	-$65.2K	0.39%	42
2019 Q4	$929K	Sell	22,560 -800	-3%	-$31.7K	0.48%	35
2019 Q3	$903K	Sell	23,360 -240	-1%	-$9.22K	0.49%	34
2019 Q2	$917K	Sell	23,600 -250	-1%	-$9.58K	0.5%	34
2019 Q1	$903K	Buy	23,850 +100	+0.4%	+$3.69K	0.5%	34
2018 Q4	$789K	Sell	23,750 -845	-3%	-$30.8K	0.49%	35
2018 Q3	$990K	Sell	24,595 -470	-2%	-$18.9K	0.55%	32
2018 Q2	$976K	Sell	25,065 -370	-1%	-$14.3K	0.57%	30
2018 Q1	$954K	Sell	25,435 -470	-2%	-$18K	0.57%	31
2017 Q4	$983K	Sell	25,905 -215	-0.8%	-$7.95K	0.57%	27
2017 Q3	$935K	Sell	26,120 -180	-0.7%	-$6.27K	0.57%	28
2017 Q2	$915K	Sell	26,300 -430	-2%	-$14.8K	0.62%	27
2017 Q1	$915K	Sell	26,730 -2,040	-7%	-$69.4K	0.64%	27
2016 Q4	$951K	Sell	28,770 -1,095	-4%	-$34.7K	0.71%	26
2016 Q3	$924K	Sell	29,865 -2,425	-8%	-$75K	0.7%	27
2016 Q2	$965K	Sell	32,290 -1,125	-3%	-$33K	0.79%	26
2016 Q1	$964K	Sell	33,415 -2,945	-8%	-$78.7K	0.78%	27
2015 Q4	$1.01M	Buy	+36,360	New	+$1.04M	0.87%	28

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

Moisand Fitzgerald Tamayo's IJH Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.01% in Q2 2026, buying an estimated $73 and bringing the position to 12,558 shares worth $968K. The position accounts for 0.09% of the portfolio, ranked #59.

Moisand Fitzgerald Tamayo first reported a position in IJH in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.01M in Q4 2015. 874 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Moisand Fitzgerald Tamayo held 12,558 shares of iShares Core S&P Mid-Cap ETF worth $968K as of Q2 2026.
Moisand Fitzgerald Tamayo bought 1 iShares Core S&P Mid-Cap ETF share in Q2 2026, an estimated $73.
iShares Core S&P Mid-Cap ETF made up 0.09% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #59 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
Moisand Fitzgerald Tamayo's iShares Core S&P Mid-Cap ETF position peaked at $1.01M in Q4 2015.
874 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.