Private Client Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Private Client Services’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	$373K	Sell	4,840 -167	-3%	-$12.3K	0.1%	150
2026 Q1	$338K	Sell	5,007 -300	-6%	-$20.8K	0.1%	144
2025 Q4	$350K	Sell	5,307 -1,431	-21%	-$93.7K	0.11%	129
2025 Q3	$440K	Buy	6,738 +294	+5%	+$18.9K	0.15%	113
2025 Q2	$400K	Buy	6,444 +1,711	+36%	+$100K	0.16%	128
2025 Q1	$276K	Buy	4,733 +888	+23%	+$55.1K	0.14%	141
2024 Q4	$240K	Sell	3,845 -334	-8%	-$21.4K	0.13%	155
2024 Q3	$260K	Buy	4,179 +324	+8%	+$19.5K	0.14%	137
2024 Q2	$226K	Sell	3,855 -336	-8%	-$19.7K	0.14%	126
2024 Q1	$255K	Sell	4,191 -304	-7%	-$17.2K	0.17%	109
2023 Q4	$249K	Buy	+4,495	New	+$228K	0.2%	116

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

Private Client Services's IJH Position: Q2 2026 in Review

Private Client Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q2 2026, selling an estimated $12.3K and leaving 4,840 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #150.

Private Client Services first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $440K in Q3 2025. 885 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Private Client Services held 4,840 shares of iShares Core S&P Mid-Cap ETF worth $373K as of Q2 2026.
Private Client Services sold 167 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.3K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Private Client Services's portfolio in Q2 2026, its #150 holding.
Private Client Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Private Client Services's iShares Core S&P Mid-Cap ETF position peaked at $440K in Q3 2025.
885 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.