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

Northstar Advisory 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	$7.81M	Buy	101,258 +97,588	+2,659%	+$7.16M	2.42%	13
2026 Q1	$248K	Sell	3,670 -86	-2%	-$5.97K	0.09%	104
2025 Q4	$248K	Sell	3,756 -40,552	-92%	-$2.66M	0.09%	100
2025 Q3	$2.89M	Buy	44,308 +40,208	+981%	+$2.58M	1.18%	26
2025 Q2	$254K	Buy	4,100 +130	+3%	+$7.63K	0.12%	90
2025 Q1	$232K	Sell	3,970 -1,715	-30%	-$107K	0.15%	87
2024 Q4	$354K	Sell	5,685 -115,440	-95%	-$7.4M	0.18%	78
2024 Q3	$7.55M	Buy	121,125 +85,482	+240%	+$5.15M	3.92%	6
2024 Q2	$2.09M	Sell	35,643 -26,040	-42%	-$1.53M	1.2%	24
2024 Q1	$3.69M	Sell	61,683 -107,167	-63%	-$6.07M	2.23%	14
2023 Q4	$9.36M	Buy	168,850 +135,005	+399%	+$6.85M	5.57%	2
2023 Q3	$1.69M	Buy	33,845 +10,030	+42%	+$526K	1.23%	20
2023 Q2	$1.25M	Sell	23,815 -1,140	-5%	-$56.7K	0.81%	35
2023 Q1	$1.25M	Sell	24,955 -279,675	-92%	-$14.2M	0.93%	29
2022 Q4	$14.7M	Buy	304,630 +145,265	+91%	+$7.02M	11.65%	3
2022 Q3	$6.99M	Buy	159,365 +9,240	+6%	+$447K	6.26%	2
2022 Q2	$6.79M	Buy	150,125 +80,160	+115%	+$3.96M	5.04%	5
2022 Q1	$3.75M	Buy	69,965 +7,295	+12%	+$388K	2.42%	10
2021 Q4	$3.55M	Buy	+62,670	New	+$3.49M	2.1%	11
2021 Q3	–	Sell	-29,550	Closed	-$1.59M	–	75
2021 Q2	$1.59M	Buy	29,550 +395	+1%	+$21.3K	0.99%	33
2021 Q1	$1.52M	Sell	29,155 -26,005	-47%	-$1.3M	1.16%	24
2020 Q4	$2.54M	Buy	+55,160	New	+$2.32M	2.13%	11

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Northstar Advisory Group's IJH Position: Q2 2026 in Review

Northstar Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2,659% in Q2 2026, buying an estimated $7.16M and bringing the position to 101,258 shares worth $7.81M. The position accounts for 2.42% of the portfolio, ranked #13.

Northstar Advisory Group first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.7M in Q4 2022. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Northstar Advisory Group held 101,258 shares of iShares Core S&P Mid-Cap ETF worth $7.81M as of Q2 2026.
Northstar Advisory Group bought 97,588 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.16M.
iShares Core S&P Mid-Cap ETF made up 2.42% of Northstar Advisory Group's portfolio in Q2 2026, its #13 holding.
Northstar Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Northstar Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $14.7M in Q4 2022.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.