N.E.W. Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

N.E.W. Advisory Services’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	$310K	Buy	4,021 +2	+0%	+$147	0.02%	185
2026 Q1	$271K	Buy	4,019 +875	+28%	+$60.7K	0.02%	189
2025 Q4	$208K	Hold	3,144	–	–	0.02%	204
2025 Q3	$205K	Buy	3,144 +389	+14%	+$25K	0.02%	182
2025 Q2	$171K	Sell	2,755 -520	-16%	-$30.5K	0.02%	196
2025 Q1	$191K	Buy	+3,275	New	+$203K	0.01%	209
2023 Q2	–	Sell	-4,915	Closed	-$246K	–	136
2023 Q1	$246K	Hold	4,915	–	–	0.04%	116
2022 Q4	$238K	Sell	4,915 -2,020	-29%	-$97.6K	0.04%	116
2022 Q3	$304K	Sell	6,935 -55	-0.8%	-$2.66K	0.06%	99
2022 Q2	$316K	Sell	6,990 -11,090	-61%	-$547K	0.06%	96
2022 Q1	$943K	Buy	18,080 +8,765	+94%	+$467K	0.18%	57
2021 Q4	$527K	Sell	9,315 -3,235	-26%	-$180K	0.08%	80
2021 Q3	$660K	Sell	12,550 -2,150	-15%	-$116K	0.11%	72
2021 Q2	$788K	Sell	14,700 -3,380	-19%	-$182K	0.13%	68
2021 Q1	$956K	Sell	18,080 -5,450	-23%	-$272K	0.18%	56
2020 Q4	$1.08M	Buy	+23,530	New	+$991K	0.23%	52

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

N.E.W. Advisory Services's IJH Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.05% in Q2 2026, buying an estimated $147 and bringing the position to 4,021 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #185.

N.E.W. Advisory Services first reported a position in IJH in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.08M in Q4 2020. 2,144 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

N.E.W. Advisory Services held 4,021 shares of iShares Core S&P Mid-Cap ETF worth $310K as of Q2 2026.
N.E.W. Advisory Services bought 2 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $147.
iShares Core S&P Mid-Cap ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #185 holding.
N.E.W. Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 16 quarters since.
N.E.W. Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $1.08M in Q4 2020.
2,144 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.