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

Nalls Sherbakoff 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	$40.2K	Hold	521	–	–	0.03%	205
2026 Q1	$35.2K	Sell	521 -447	-46%	-$31K	0.03%	224
2025 Q4	$63.9K	Hold	968	–	–	0.05%	179
2025 Q3	$63.2K	Buy	968 +3	+0.3%	+$193	0.04%	186
2025 Q2	$59.8K	Buy	965 +3	+0.3%	+$176	0.04%	184
2025 Q1	$56.1K	Buy	+962	New	+$59.7K	0.05%	173
2018 Q4	$4K	Buy	+115	New	+$4.2K	0.01%	321

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

Nalls Sherbakoff Group's IJH Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 521 shares worth $40.2K. The position accounts for 0.03% of the portfolio, ranked #205.

Nalls Sherbakoff Group first reported a position in IJH in Q4 2018 and has held it in 7 quarters since. The position peaked at $63.9K in Q4 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Nalls Sherbakoff Group held 521 shares of iShares Core S&P Mid-Cap ETF worth $40.2K as of Q2 2026.
Nalls Sherbakoff Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #205 holding.
Nalls Sherbakoff Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 7 quarters since.
Nalls Sherbakoff Group's iShares Core S&P Mid-Cap ETF position peaked at $63.9K in Q4 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.