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

MONECO 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	$2.16M	Buy	28,012 +1,503	+6%	+$110K	0.13%	157
2026 Q1	$1.79M	Sell	26,509 -2,603	-9%	-$181K	0.14%	149
2025 Q4	$1.92M	Sell	29,112 -513	-2%	-$33.6K	0.15%	144
2025 Q3	$1.93M	Buy	29,625 +80	+0.3%	+$5.14K	0.16%	138
2025 Q2	$1.83M	Buy	29,545 +981	+3%	+$57.6K	0.17%	128
2025 Q1	$1.67M	Sell	28,564 -6,517	-19%	-$405K	0.17%	128
2024 Q4	$2.19M	Buy	35,081 +20,320	+138%	+$1.3M	0.23%	103
2024 Q3	$920K	Buy	14,761 +46	+0.3%	+$2.77K	0.11%	165
2024 Q2	$861K	Buy	14,715 +192	+1%	+$11.3K	0.13%	162
2024 Q1	$882K	Buy	14,523 +1,613	+12%	+$91.3K	0.14%	164
2023 Q4	$716K	Sell	12,910 -1,650	-11%	-$83.7K	0.14%	175
2023 Q3	$726K	Buy	14,560 +1,945	+15%	+$102K	0.2%	126
2023 Q2	$660K	Buy	12,615 +775	+7%	+$38.5K	0.18%	137
2023 Q1	$592K	Sell	11,840 -1,050	-8%	-$53.5K	0.17%	139
2022 Q4	$623K	Sell	12,890 -1,445	-10%	-$69.8K	0.23%	109
2022 Q3	$629K	Sell	14,335 -180	-1%	-$8.7K	0.25%	95
2022 Q2	$657K	Sell	14,515 -435	-3%	-$21.5K	0.26%	93
2022 Q1	$802K	Sell	14,950 -815	-5%	-$43.4K	0.29%	80
2021 Q4	$823K	Buy	15,765 +2,540	+19%	+$141K	0.31%	80
2021 Q3	$696K	Buy	13,225 +8,520	+181%	+$458K	0.27%	85
2021 Q2	$253K	Sell	4,705 -5	-0.1%	-$270	0.12%	181
2021 Q1	$245K	Buy	+4,710	New	+$235K	0.12%	173
2019 Q2	–	Sell	-5,770	Closed	-$219K	–	136
2019 Q1	$219K	Buy	+5,770	New	+$213K	0.18%	124

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

MONECO Advisors's IJH Position: Q2 2026 in Review

MONECO Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q2 2026, buying an estimated $110K and bringing the position to 28,012 shares worth $2.16M. The position accounts for 0.13% of the portfolio, ranked #157.

MONECO Advisors first reported a position in IJH in Q1 2019 and has held it in 23 quarters since. The position peaked at $2.19M in Q4 2024. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

MONECO Advisors held 28,012 shares of iShares Core S&P Mid-Cap ETF worth $2.16M as of Q2 2026.
MONECO Advisors bought 1,503 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $110K.
iShares Core S&P Mid-Cap ETF made up 0.13% of MONECO Advisors's portfolio in Q2 2026, its #157 holding.
MONECO Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 23 quarters since.
MONECO Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.19M in Q4 2024.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.