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

Nadler Financial Group’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 		$52.6M Sell
682,723
-4,126
-0.6% -$303K 4.46% 11
2026
Q1 		$46.4M Buy
686,849
+23,025
+3% +$1.6M 4.47% 10
2025
Q4 		$43.8M Buy
663,824
+466
+0.1% +$30.5K 4.07% 11
2025
Q3 		$43.3M Buy
663,358
+1,267
+0.2% +$81.4K 4.13% 11
2025
Q2 		$41.1M Buy
662,091
+7,212
+1% +$423K 4.2% 9
2025
Q1 		$38.2M Buy
654,879
+1,271
+0.2% +$78.9K 4.23% 10
2024
Q4 		$40.7M Buy
653,608
+12,349
+2% +$792K 4.29% 10
2024
Q3 		$40M Buy
641,259
+4,706
+0.7% +$284K 4.41% 10
2024
Q2 		$37.3M Buy
636,553
+16,629
+3% +$977K 4.38% 10
2024
Q1 		$37.7M Buy
619,924
+15,089
+2% +$854K 4.64% 10
2023
Q4 		$33.5M Buy
604,835
+25,145
+4% +$1.28M 4.52% 10
2023
Q3 		$28.9M Buy
579,690
+92,940
+19% +$4.87M 4.38% 11
2023
Q2 		$25.5M Buy
486,750
+307,500
+172% +$15.3M 3.72% 12
2023
Q1 		$8.97M Buy
179,250
+167,425
+1,416% +$8.53M 1.43% 20
2022
Q4 		$572K Hold
11,825
– – 0.1% 55
2022
Q3 		$519K Hold
11,825
– – 0.1% 58
2022
Q2 		$535K Buy
11,825
+120
+1% +$5.92K 0.1% 59
2022
Q1 		$628K Sell
11,705
-1,000
-8% -$53.2K 0.1% 56
2021
Q4 		$719K Sell
12,705
-680
-5% -$37.9K 0.11% 58
2021
Q3 		$704K Sell
13,385
-165
-1% -$8.88K 0.11% 60
2021
Q2 		$728K Buy
13,550
+45
+0.3% +$2.43K 0.12% 59
2021
Q1 		$703K Sell
13,505
-2,025
-13% -$101K 0.13% 58
2020
Q4 		$714K Buy
15,530
+1,125
+8% +$47.4K 0.14% 52
2020
Q3 		$534K Hold
14,405
– – 0.12% 60
2020
Q2 		$512K Sell
14,405
-3,350
-19% -$111K 0.13% 54
2020
Q1 		$511K Buy
17,755
+2,465
+16% +$91.6K 0.16% 48
2019
Q4 		$629K Buy
15,290
+8,335
+120% +$330K 0.16% 46
2019
Q3 		$269K Buy
+6,955
New +$267K 0.07% 68

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

Nadler Financial Group's IJH Position: Q2 2026 in Review

Nadler Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.6% in Q2 2026, selling an estimated $303K and leaving 682,723 shares worth $52.6M. The position accounts for 4.46% of the portfolio, ranked #11.

Nadler Financial Group first reported a position in IJH in Q3 2019 and has held it in 28 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Nadler Financial Group held 682,723 shares of iShares Core S&P Mid-Cap ETF worth $52.6M as of Q2 2026.
  • Nadler Financial Group sold 4,126 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $303K.
  • iShares Core S&P Mid-Cap ETF made up 4.46% of Nadler Financial Group's portfolio in Q2 2026, its #11 holding.
  • Nadler Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.