Nabity-Jensen Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Nabity-Jensen Investment Management’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	$349K	Hold	4,525	–	–	0.21%	61
2026 Q1	$306K	Hold	4,525	–	–	0.21%	63
2025 Q4	$299K	Hold	4,525	–	–	0.2%	59
2025 Q3	$295K	Hold	4,525	–	–	0.2%	60
2025 Q2	$281K	Hold	4,525	–	–	0.21%	61
2025 Q1	$264K	Hold	4,525	–	–	0.21%	62
2024 Q4	$282K	Hold	4,525	–	–	0.21%	62
2024 Q3	$282K	Hold	4,525	–	–	0.22%	62
2024 Q2	$265K	Hold	4,525	–	–	0.22%	59
2024 Q1	$275K	Hold	4,525	–	–	0.23%	58
2023 Q4	$251K	Buy	+4,525	New	+$230K	0.23%	57

Other funds holding IJH

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Nabity-Jensen Investment Management's IJH Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,525 shares worth $349K. The position accounts for 0.21% of the portfolio, ranked #61.

Nabity-Jensen Investment Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,110 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Nabity-Jensen Investment Management held 4,525 shares of iShares Core S&P Mid-Cap ETF worth $349K as of Q2 2026.
Nabity-Jensen Investment Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.21% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #61 holding.
Nabity-Jensen Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,110 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.