NBC Securities’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

NBC Securities’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	$5.56M	Buy	72,054 +2,006	+3%	+$147K	0.38%	46
2026 Q1	$4.73M	Sell	70,048 -516	-0.7%	-$35.8K	0.36%	53
2025 Q4	$4.66M	Buy	70,564 +6,617	+10%	+$433K	0.35%	51
2025 Q3	$4.17M	Buy	63,947 +4,351	+7%	+$280K	0.32%	56
2025 Q2	$3.7M	Buy	59,596 +26,176	+78%	+$1.54M	0.3%	66
2025 Q1	$1.95M	Buy	33,420 +33,391	+115,141%	+$2.07M	0.17%	130
2024 Q4	$1.85K	Sell	29 -29,034	-100%	-$1.86M	0.17%	129
2024 Q3	$1.81M	Buy	29,063 +5,499	+23%	+$332K	0.15%	134
2024 Q2	$1.38M	Buy	23,564 +841	+4%	+$49.4K	0.13%	166
2024 Q1	$1.38M	Buy	22,723 +33	+0.1%	+$1.87K	0.13%	164
2023 Q4	$1.26M	Sell	22,690 -960	-4%	-$48.7K	0.13%	161
2023 Q3	$1.18M	Buy	+23,650	New	+$1.24M	0.13%	154

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

NBC Securities's IJH Position: Q2 2026 in Review

NBC Securities increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q2 2026, buying an estimated $147K and bringing the position to 72,054 shares worth $5.56M. The position accounts for 0.38% of the portfolio, ranked #46.

NBC Securities first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

NBC Securities held 72,054 shares of iShares Core S&P Mid-Cap ETF worth $5.56M as of Q2 2026.
NBC Securities bought 2,006 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $147K.
iShares Core S&P Mid-Cap ETF made up 0.38% of NBC Securities's portfolio in Q2 2026, its #46 holding.
NBC Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.