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

Nikulski Financial’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	$1.44M	Sell	18,659 -636	-3%	-$46.7K	0.31%	78
2026 Q1	$1.3M	Sell	19,295 -609	-3%	-$42.2K	0.32%	81
2025 Q4	$1.31M	Sell	19,904 -14,573	-42%	-$955K	0.31%	76
2025 Q3	$2.25M	Sell	34,477 -2,501	-7%	-$161K	0.57%	49
2025 Q2	$2.29M	Sell	36,978 -2,477	-6%	-$145K	0.63%	49
2025 Q1	$2.3M	Sell	39,455 -1,096	-3%	-$68.1K	0.7%	46
2024 Q4	$2.53M	Sell	40,551 -664	-2%	-$42.6K	0.74%	42
2024 Q3	$2.57M	Buy	41,215 +39	+0.1%	+$2.35K	0.77%	41
2024 Q2	$2.41M	Buy	41,176 +861	+2%	+$50.6K	0.77%	40
2024 Q1	$2.45M	Buy	40,315 +1,060	+3%	+$60K	0.81%	40
2023 Q4	$2.18M	Sell	39,255 -655	-2%	-$33.2K	0.8%	37
2023 Q3	$1.99M	Buy	39,910 +4,455	+13%	+$233K	0.82%	37
2023 Q2	$1.85M	Buy	35,455 +280	+0.8%	+$13.9K	0.77%	38
2023 Q1	$1.76M	Buy	35,175 +1,145	+3%	+$58.3K	0.78%	39
2022 Q4	$1.65M	Buy	34,030 +780	+2%	+$37.7K	0.78%	40
2022 Q3	$1.46M	Buy	33,250 +2,940	+10%	+$142K	0.75%	38
2022 Q2	$1.37M	Buy	30,310 +615	+2%	+$30.4K	0.68%	40
2022 Q1	$1.59M	Buy	29,695 +1,065	+4%	+$56.7K	0.67%	39
2021 Q4	$1.62M	Buy	28,630 +1,520	+6%	+$84.6K	0.68%	41
2021 Q3	$1.43M	Buy	27,110 +1,425	+6%	+$76.7K	0.66%	43
2021 Q2	$1.37M	Buy	25,685 +8,925	+53%	+$482K	0.64%	43
2021 Q1	$872K	Buy	16,760 +1,225	+8%	+$61.2K	0.45%	60
2020 Q4	$714K	Buy	15,535 +1,350	+10%	+$56.9K	0.39%	60
2020 Q3	$526K	Buy	14,185 +1,185	+9%	+$44.3K	0.33%	61
2020 Q2	$462K	Sell	13,000 -1,600	-11%	-$53.1K	0.32%	64
2020 Q1	$420K	Sell	14,600 -2,740	-16%	-$102K	0.37%	55
2019 Q4	$709K	Buy	17,340 +1,200	+7%	+$47.6K	0.51%	45
2019 Q3	$618K	Sell	16,140 -100	-0.6%	-$3.84K	0.51%	44
2019 Q2	$628K	Buy	16,240 +400	+3%	+$15.3K	0.53%	44
2019 Q1	$600K	Sell	15,840 -2,700	-15%	-$99.7K	0.58%	39
2018 Q4	$616K	Buy	18,540 +1,450	+8%	+$52.9K	0.65%	39
2018 Q3	$622K	Buy	17,090 +7,805	+84%	+$314K	0.58%	42
2018 Q2	$362K	Hold	9,285	–	–	0.33%	57
2018 Q1	$348K	Sell	9,285 -1,175	-11%	-$44.9K	0.35%	56
2017 Q4	$397K	Buy	+10,460	New	+$387K	0.43%	50

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Nikulski Financial's IJH Position: Q2 2026 in Review

Nikulski Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q2 2026, selling an estimated $46.7K and leaving 18,659 shares worth $1.44M. The position accounts for 0.31% of the portfolio, ranked #78.

Nikulski Financial first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.57M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Nikulski Financial held 18,659 shares of iShares Core S&P Mid-Cap ETF worth $1.44M as of Q2 2026.
Nikulski Financial sold 636 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $46.7K.
iShares Core S&P Mid-Cap ETF made up 0.31% of Nikulski Financial's portfolio in Q2 2026, its #78 holding.
Nikulski Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
Nikulski Financial's iShares Core S&P Mid-Cap ETF position peaked at $2.57M in Q3 2024.
1,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.