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

Newport Capital 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	$2.26M	Buy	29,273 +692	+2%	+$50.8K	1.27%	16
2026 Q1	$1.93M	Buy	28,581 +12	+0%	+$832	1.18%	20
2025 Q4	$1.89M	Sell	28,569 -746	-3%	-$48.9K	1.15%	20
2025 Q3	$1.91M	Buy	29,315 +2	+0%	+$129	1.2%	19
2025 Q2	$1.82M	Sell	29,313 -637	-2%	-$37.4K	1.23%	19
2025 Q1	$1.75M	Sell	29,950 -86	-0.3%	-$5.34K	1.26%	19
2024 Q4	$1.87M	Sell	30,036 -704	-2%	-$45.2K	1.38%	17
2024 Q3	$1.92M	Sell	30,740 -798	-3%	-$48.1K	1.41%	17
2024 Q2	$1.85M	Buy	+31,538	New	+$1.85M	1.46%	18
2023 Q3	$1.71M	Sell	34,345 -970	-3%	-$50.8K	1.59%	15
2023 Q2	$1.85M	Buy	+35,315	New	+$1.76M	0.93%	21
2023 Q1	–	Sell	-35,995	Closed	-$1.74M	–	34
2022 Q4	$1.74M	Sell	35,995 -37,330	-51%	-$1.8M	1.74%	15
2022 Q3	$3.27M	Buy	73,325 +35,995	+96%	+$1.74M	1.69%	13
2022 Q2	$1.69M	Hold	37,330	–	–	1.74%	12
2022 Q1	$2M	Sell	37,330 -145	-0.4%	-$7.72K	1.5%	17
2021 Q4	$2.12M	Buy	37,475 +750	+2%	+$41.7K	1.57%	17
2021 Q3	$1.93M	Hold	36,725	–	–	1.49%	18
2021 Q2	$1.97M	Hold	36,725	–	–	1.56%	19
2021 Q1	$1.91M	Hold	36,725	–	–	1.59%	19
2020 Q4	$1.69M	Buy	+36,725	New	+$1.55M	1.45%	20

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

Newport Capital Group's IJH Position: Q2 2026 in Review

Newport Capital Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2026, buying an estimated $50.8K and bringing the position to 29,273 shares worth $2.26M. The position accounts for 1.27% of the portfolio, ranked #16.

Newport Capital Group first reported a position in IJH in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.27M in Q3 2022. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Newport Capital Group held 29,273 shares of iShares Core S&P Mid-Cap ETF worth $2.26M as of Q2 2026.
Newport Capital Group bought 692 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $50.8K.
iShares Core S&P Mid-Cap ETF made up 1.27% of Newport Capital Group's portfolio in Q2 2026, its #16 holding.
Newport Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
Newport Capital Group's iShares Core S&P Mid-Cap ETF position peaked at $3.27M in Q3 2022.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Newport Capital Group's 13F filing for Q2 2026, filed 21 Jul 2026.