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

MSH Capital 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	$6.8M	Buy	88,186 +5,103	+6%	+$374K	1.18%	15
2026 Q1	$5.61M	Buy	83,083 +3,201	+4%	+$222K	1.19%	16
2025 Q4	$5.27M	Buy	79,882 +2,780	+4%	+$182K	1.13%	15
2025 Q3	$5.03M	Sell	77,102 -297	-0.4%	-$19.1K	1.35%	15
2025 Q2	$4.8M	Sell	77,399 -3,727	-5%	-$219K	1.38%	16
2025 Q1	$4.73M	Buy	81,126 +1,674	+2%	+$104K	1.46%	14
2024 Q4	$4.95M	Sell	79,452 -342	-0.4%	-$21.9K	1.56%	15
2024 Q3	$4.97M	Sell	79,794 -1,293	-2%	-$78K	1.52%	15
2024 Q2	$4.75M	Buy	81,087 +2,640	+3%	+$155K	1.59%	14
2024 Q1	$4.76M	Sell	78,447 -10,003	-11%	-$566K	1.67%	13
2023 Q4	$4.9M	Sell	88,450 -2,835	-3%	-$144K	1.83%	11
2023 Q3	$4.55M	Sell	91,285 -5,955	-6%	-$312K	1.79%	10
2023 Q2	$5.09M	Sell	97,240 -4,050	-4%	-$201K	1.86%	7
2023 Q1	$5.07M	Sell	101,290 -3,380	-3%	-$172K	2.16%	6
2022 Q4	$5.06M	Sell	104,670 -5,030	-5%	-$243K	2.29%	5
2022 Q3	$4.81M	Buy	109,700 +1,810	+2%	+$87.5K	2.37%	6
2022 Q2	$4.88M	Buy	107,890 +5,425	+5%	+$268K	2.27%	6
2022 Q1	$5.5M	Buy	102,465 +9,610	+10%	+$512K	2.27%	7
2021 Q4	$5.26M	Buy	+92,855	New	+$5.17M	2.35%	6

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

MSH Capital Advisors's IJH Position: Q2 2026 in Review

MSH Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q2 2026, buying an estimated $374K and bringing the position to 88,186 shares worth $6.8M. The position accounts for 1.18% of the portfolio, ranked #15.

MSH Capital Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

MSH Capital Advisors held 88,186 shares of iShares Core S&P Mid-Cap ETF worth $6.8M as of Q2 2026.
MSH Capital Advisors bought 5,103 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $374K.
iShares Core S&P Mid-Cap ETF made up 1.18% of MSH Capital Advisors's portfolio in Q2 2026, its #15 holding.
MSH Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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