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Morris Financial Concepts’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Morris Financial Concepts’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 		$842K Sell
10,919
-200
-2% -$14.7K 0.26% 53
2026
Q1 		$751K Sell
11,119
-69
-0.6% -$4.79K 0.25% 52
2025
Q4 		$738K Buy
11,188
+2
+0% +$131 0.26% 56
2025
Q3 		$730K Buy
11,186
+349
+3% +$22.4K 0.26% 54
2025
Q2 		$672K Sell
10,837
-748
-6% -$43.9K 0.27% 54
2025
Q1 		$676K Sell
11,585
-307
-3% -$19.1K 0.28% 56
2024
Q4 		$741K Sell
11,892
-203
-2% -$13K 0.32% 45
2024
Q3 		$754K Sell
12,095
-214
-2% -$12.9K 0.32% 47
2024
Q2 		$720K Sell
12,309
-207
-2% -$12.2K 0.34% 46
2024
Q1 		$760K Sell
12,516
-934
-7% -$52.9K 0.39% 41
2023
Q4 		$745K Sell
13,450
-450
-3% -$22.8K 0.43% 37
2023
Q3 		$693K Sell
13,900
-1,140
-8% -$59.7K 0.46% 36
2023
Q2 		$786K Sell
15,040
-13,520
-47% -$672K 0.51% 35
2023
Q1 		$1.43M Sell
28,560
-8,040
-22% -$410K 1.01% 23
2022
Q4 		$1.77M Sell
36,600
-3,160
-8% -$153K 1.43% 15
2022
Q3 		$1.74M Sell
39,760
-4,495
-10% -$217K 1.81% 13
2022
Q2 		$2M Buy
44,255
+840
+2% +$41.5K 1.9% 14
2022
Q1 		$2.33M Buy
43,415
+2,805
+7% +$149K 1.94% 15
2021
Q4 		$2.3M Buy
+40,610
New +$2.26M 1.92% 15

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morris Financial Concepts's IJH Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2026, selling an estimated $14.7K and leaving 10,919 shares worth $842K. The position accounts for 0.26% of the portfolio, ranked #53.

Morris Financial Concepts first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q1 2022. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Morris Financial Concepts held 10,919 shares of iShares Core S&P Mid-Cap ETF worth $842K as of Q2 2026.
  • Morris Financial Concepts sold 200 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $14.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.26% of Morris Financial Concepts's portfolio in Q2 2026, its #53 holding.
  • Morris Financial Concepts first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's iShares Core S&P Mid-Cap ETF position peaked at $2.33M in Q1 2022.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.