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

Penney 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	$276K	Hold	3,575	–	–	0.1%	43
2026 Q1	$241K	Hold	3,575	–	–	0.09%	42
2025 Q4	$236K	Sell	3,575 -600	-14%	-$39.3K	0.09%	45
2025 Q3	$272K	Hold	4,175	–	–	0.12%	40
2025 Q2	$259K	Hold	4,175	–	–	0.13%	38
2025 Q1	$244K	Hold	4,175	–	–	0.16%	35
2024 Q4	$260K	Hold	4,175	–	–	0.17%	32
2024 Q3	$260K	Sell	4,175 -25	-0.6%	-$1.51K	0.18%	31
2024 Q2	$246K	Sell	4,200 -480	-10%	-$28.2K	0.18%	30
2024 Q1	$284K	Sell	4,680 -75	-2%	-$4.25K	0.21%	29
2023 Q4	$264K	Buy	+4,755	New	+$241K	0.22%	27

Other funds holding IJH

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Penney Financial's IJH Position: Q2 2026 in Review

Penney Financial held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,575 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #43.

Penney Financial first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $284K in Q1 2024. 836 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Penney Financial held 3,575 shares of iShares Core S&P Mid-Cap ETF worth $276K as of Q2 2026.
Penney Financial left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Penney Financial's portfolio in Q2 2026, its #43 holding.
Penney Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Penney Financial's iShares Core S&P Mid-Cap ETF position peaked at $284K in Q1 2024.
836 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.