Procyon Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Procyon Advisors’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	$1.73M	Sell	22,415 -642	-3%	-$47.1K	0.07%	212
2026 Q1	$1.56M	Sell	23,057 -552	-2%	-$38.3K	0.08%	218
2025 Q4	$1.56M	Buy	23,609 +14	+0.1%	+$917	0.08%	211
2025 Q3	$1.54M	Buy	23,595 +15,666	+198%	+$1.01M	0.09%	178
2025 Q2	$492K	Sell	7,929 -37,185	-82%	-$2.18M	0.05%	284
2025 Q1	$2.63M	Buy	45,114 +25,981	+136%	+$1.61M	0.16%	139
2024 Q4	$1.19M	Buy	19,133 +9,923	+108%	+$636K	0.08%	221
2024 Q3	$574K	Sell	9,210 -7,769	-46%	-$469K	0.04%	312
2024 Q2	$994K	Sell	16,979 -487	-3%	-$28.6K	0.07%	221
2024 Q1	$1.06M	Sell	17,466 -2,989	-15%	-$169K	0.08%	217
2023 Q4	$1.13M	Buy	20,455 +3,885	+23%	+$197K	0.1%	196
2023 Q3	$826K	Buy	16,570 +11,030	+199%	+$578K	0.08%	217
2023 Q2	$290K	Buy	5,540 +220	+4%	+$10.9K	0.04%	365
2023 Q1	$266K	Buy	+5,320	New	+$271K	0.04%	324
2020 Q3	–	Sell	-815	Closed	-$29K	–	592
2020 Q2	$29K	Hold	815	–	–	0.02%	476
2020 Q1	$23K	Sell	815 -915	-53%	-$34K	0.02%	459
2019 Q4	$71K	Buy	+1,730	New	+$68.6K	0.04%	302

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Procyon Advisors's IJH Position: Q2 2026 in Review

Procyon Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, selling an estimated $47.1K and leaving 22,415 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #212.

Procyon Advisors first reported a position in IJH in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.63M in Q1 2025. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Procyon Advisors held 22,415 shares of iShares Core S&P Mid-Cap ETF worth $1.73M as of Q2 2026.
Procyon Advisors sold 642 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $47.1K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Procyon Advisors's portfolio in Q2 2026, its #212 holding.
Procyon Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
Procyon Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.63M in Q1 2025.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.