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

Paladin 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	$662K	Sell	8,583 -273	-3%	-$20K	0.44%	45
2026 Q1	$598K	Sell	8,856 -152	-2%	-$10.5K	0.45%	43
2025 Q4	$595K	Sell	9,008 -145	-2%	-$9.5K	0.43%	44
2025 Q3	$597K	Sell	9,153 -652	-7%	-$41.9K	0.47%	39
2025 Q2	$608K	Sell	9,805 -150	-2%	-$8.8K	0.46%	42
2025 Q1	$581K	Sell	9,955 -527	-5%	-$32.7K	0.46%	44
2024 Q4	$653K	Hold	10,482	–	–	0.5%	43
2024 Q3	$653K	Hold	10,482	–	–	0.48%	43
2024 Q2	$608K	Sell	10,482 -58	-0.6%	-$3.41K	0.47%	43
2024 Q1	$636K	Sell	10,540 -250	-2%	-$14.2K	0.5%	41
2023 Q4	$598K	Sell	10,790 -37,760	-78%	-$1.92M	0.49%	42
2023 Q3	$2.42M	Sell	48,550 -6,815	-12%	-$357K	2.04%	15
2023 Q2	$2.9M	Sell	55,365 -2,475	-4%	-$123K	2.32%	11
2023 Q1	$2.89M	Buy	+57,840	New	+$2.95M	2.41%	11
2022 Q2	–	Sell	-19,160	Closed	-$946K	–	382
2022 Q1	$1.03M	Buy	+19,160	New	+$1.02M	0.84%	33

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

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

SIC

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

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

Paladin Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q2 2026, selling an estimated $20K and leaving 8,583 shares worth $662K. The position accounts for 0.44% of the portfolio, ranked #45.

Paladin Advisory Group first reported a position in IJH in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.9M in Q2 2023. 1,395 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Paladin Advisory Group held 8,583 shares of iShares Core S&P Mid-Cap ETF worth $662K as of Q2 2026.
Paladin Advisory Group sold 273 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20K.
iShares Core S&P Mid-Cap ETF made up 0.44% of Paladin Advisory Group's portfolio in Q2 2026, its #45 holding.
Paladin Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $2.9M in Q2 2023.
1,395 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.