Moody Lynn & Lieberson’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Moody Lynn & Lieberson’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	$1.07M	Hold	13,853	–	–	0.06%	119
2026 Q1	$935K	Hold	13,853	–	–	0.05%	118
2025 Q4	$914K	Buy	13,853 +87	+0.6%	+$5.7K	0.05%	124
2025 Q3	$898K	Sell	13,766 -188	-1%	-$12.1K	0.05%	125
2025 Q2	$865K	Sell	13,954 -182	-1%	-$10.7K	0.05%	130
2025 Q1	$825K	Sell	14,136 -214	-1%	-$13.3K	0.05%	130
2024 Q4	$894K	Buy	14,350 +109	+0.8%	+$6.99K	0.05%	122
2024 Q3	$887K	Sell	14,241 -72	-0.5%	-$4.34K	0.05%	136
2024 Q2	$838K	Buy	14,313 +48	+0.3%	+$2.82K	0.05%	128
2024 Q1	$866K	Hold	14,265	–	–	0.06%	123
2023 Q4	$791K	Hold	14,265	–	–	0.06%	130
2023 Q3	$711K	Hold	14,265	–	–	0.06%	123
2023 Q2	$746K	Hold	14,265	–	–	0.06%	125
2023 Q1	$714K	Sell	14,265 -315	-2%	-$16K	0.06%	126
2022 Q4	$705K	Hold	14,580	–	–	0.06%	130
2022 Q3	$639K	Hold	14,580	–	–	0.06%	126
2022 Q2	$660K	Hold	14,580	–	–	0.06%	130
2022 Q1	$782K	Hold	14,580	–	–	0.06%	130
2021 Q4	$825K	Hold	14,580	–	–	0.06%	136
2021 Q3	$767K	Hold	14,580	–	–	0.06%	135
2021 Q2	$784K	Hold	14,580	–	–	0.06%	131
2021 Q1	$759K	Buy	14,580 +315	+2%	+$15.7K	0.06%	127
2020 Q4	$656K	Sell	14,265 -445	-3%	-$18.8K	0.06%	132
2020 Q3	$545K	Hold	14,710	–	–	0.05%	127
2020 Q2	$523K	Sell	14,710 -2,500	-15%	-$83K	0.06%	120
2020 Q1	$495	Sell	17,210 -3,040	-15%	-$113K	0.07%	105
2019 Q4	$834K	Buy	20,250 +5,140	+34%	+$204K	0.08%	125
2019 Q3	$584K	Hold	15,110	–	–	0.07%	123
2019 Q2	$587K	Hold	15,110	–	–	0.06%	136
2019 Q1	$572K	Buy	15,110 +175	+1%	+$6.46K	0.07%	132
2018 Q4	$496K	Hold	14,935	–	–	0.07%	133
2018 Q3	$601K	Hold	14,935	–	–	0.06%	140
2018 Q2	$582K	Hold	14,935	–	–	0.07%	138
2018 Q1	$560K	Hold	14,935	–	–	0.07%	140
2017 Q4	$584K	Sell	14,935 -3,075	-17%	-$114K	0.06%	145
2017 Q3	$644K	Sell	18,010 -2,570	-12%	-$89.5K	0.08%	135
2017 Q2	$716K	Buy	20,580 +2,070	+11%	+$71.5K	0.09%	123
2017 Q1	$634K	Hold	18,510	–	–	0.09%	106
2016 Q4	$612K	Hold	18,510	–	–	0.09%	107
2016 Q3	$573K	Hold	18,510	–	–	0.1%	102
2016 Q2	$553K	Hold	18,510	–	–	0.1%	92
2016 Q1	$534K	Sell	18,510 -2,150	-10%	-$57.4K	0.08%	101
2015 Q4	$576K	Buy	20,660 +2,150	+12%	+$61.4K	0.09%	106
2015 Q3	$506K	Sell	18,510 -10,000	-35%	-$291K	0.1%	104
2015 Q2	$855K	Hold	28,510	–	–	0.14%	102
2015 Q1	$867K	Hold	28,510	–	–	0.14%	97
2014 Q4	$826K	Hold	28,510	–	–	0.12%	111
2014 Q3	$780K	Buy	28,510 +5,000	+21%	+$141K	0.12%	105
2014 Q2	$673K	Sell	23,510 -555	-2%	-$15.2K	0.09%	114
2014 Q1	$662K	Hold	24,065	–	–	0.1%	122
2013 Q4	$644K	Sell	24,065 -1,435	-6%	-$37K	0.09%	121
2013 Q3	$633K	Hold	25,500	–	–	0.1%	119
2013 Q2	$589K	Buy	+25,500	New	+$592K	0.1%	109

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

Moody Lynn & Lieberson's IJH Position: Q2 2026 in Review

Moody Lynn & Lieberson held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 13,853 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #119.

Moody Lynn & Lieberson first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Moody Lynn & Lieberson held 13,853 shares of iShares Core S&P Mid-Cap ETF worth $1.07M as of Q2 2026.
Moody Lynn & Lieberson left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #119 holding.
Moody Lynn & Lieberson first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.