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

Prospera Financial 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 		$8.22M Buy
106,532
+3,326
+3% +$244K 0.12% 182
2026
Q1 		$6.97M Sell
103,206
-1,819
-2% -$126K 0.11% 198
2025
Q4 		$6.93M Sell
105,025
-8,913
-8% -$584K 0.11% 186
2025
Q3 		$7.44M Sell
113,938
-383
-0.3% -$24.6K 0.13% 175
2025
Q2 		$7.09M Sell
114,321
-1,785
-2% -$105K 0.13% 170
2025
Q1 		$6.78M Buy
116,106
+3,517
+3% +$218K 0.16% 148
2024
Q4 		$7.02M Buy
112,589
+665
+0.6% +$42.7K 0.16% 138
2024
Q3 		$6.98M Buy
111,924
+456
+0.4% +$27.5K 0.18% 124
2024
Q2 		$6.52M Sell
111,468
-4,038
-3% -$237K 0.18% 121
2024
Q1 		$7.02M Buy
115,506
+1,356
+1% +$76.8K 0.21% 104
2023
Q4 		$6.33M Sell
114,150
-16,750
-13% -$850K 0.21% 110
2023
Q3 		$6.53M Buy
130,900
+24,760
+23% +$1.3M 0.25% 89
2023
Q2 		$5.56M Buy
106,140
+4,225
+4% +$210K 0.21% 114
2023
Q1 		$5.1M Sell
101,915
-5,725
-5% -$292K 0.21% 120
2022
Q4 		$5.21M Sell
107,640
-765
-0.7% -$37K 0.26% 93
2022
Q3 		$4.76M Buy
108,405
+29,815
+38% +$1.44M 0.25% 97
2022
Q2 		$3.56M Sell
78,590
-8,665
-10% -$428K 0.18% 132
2022
Q1 		$4.69M Buy
87,255
+6,560
+8% +$349K 0.2% 119
2021
Q4 		$4.57M Buy
80,695
+9,300
+13% +$518K 0.2% 118
2021
Q3 		$3.76M Buy
71,395
+2,710
+4% +$146K 0.19% 132
2021
Q2 		$3.69M Buy
68,685
+2,590
+4% +$140K 0.19% 133
2021
Q1 		$3.44M Buy
66,095
+28,315
+75% +$1.41M 0.2% 117
2020
Q4 		$1.74M Buy
37,780
+35,795
+1,803% +$1.51M 0.12% 213
2020
Q3 		$74K Sell
1,985
-20,940
-91% -$783K 0.03% 496
2020
Q2 		$815K Buy
22,925
+1,810
+9% +$60.1K 0.07% 272
2020
Q1 		$608K Sell
21,115
-1,955
-8% -$72.7K 0.06% 274
2019
Q4 		$950K Sell
23,070
-1,515
-6% -$60K 0.07% 267
2019
Q3 		$950K Sell
24,585
-1,130
-4% -$43.4K 0.1% 185
2019
Q2 		$1M Sell
25,715
-1,135
-4% -$43.5K 0.11% 160
2019
Q1 		$1.05M Buy
26,850
+4,285
+19% +$158K 0.34% 83
2018
Q4 		$752K Sell
22,565
-8,750
-28% -$319K 0.15% 144
2018
Q3 		$1.23M Buy
31,315
+35
+0.1% +$1.41K 0.23% 103
2018
Q2 		$1.23M Buy
31,280
+5,095
+19% +$197K 0.17% 119
2018
Q1 		$982K Buy
26,185
+6,085
+30% +$233K 0.14% 142
2017
Q4 		$770K Buy
20,100
+3,565
+22% +$132K 0.12% 157
2017
Q3 		$596K Buy
16,535
+5,385
+48% +$188K 0.09% 208
2017
Q2 		$386K Buy
11,150
+2,185
+24% +$75.4K 0.06% 265
2017
Q1 		$305K Sell
8,965
-855
-9% -$29.1K 0.06% 266
2016
Q4 		$327K Sell
9,820
-1,095
-10% -$34.7K 0.06% 253
2016
Q3 		$338K Sell
10,915
-435
-4% -$13.4K 0.07% 239
2016
Q2 		$339K Sell
11,350
-6,705
-37% -$197K 0.07% 226
2016
Q1 		$521K Sell
18,055
-235
-1% -$6.28K 0.12% 139
2015
Q4 		$510K Sell
18,290
-3,095
-14% -$88.4K 0.11% 128
2015
Q3 		$584K Buy
21,385
+1,790
+9% +$52K 0.15% 98
2015
Q2 		$588K Buy
19,595
+970
+5% +$29.6K 0.14% 113
2015
Q1 		$566K Sell
18,625
-4,255
-19% -$126K 0.13% 124
2014
Q4 		$663K Sell
22,880
-119,885
-84% -$3.37M 0.17% 101
2014
Q3 		$3.85M Buy
142,765
+24,895
+21% +$702K 1.04% 17
2014
Q2 		$3.37M Buy
117,870
+101,225
+608% +$2.78M 0.91% 19
2014
Q1 		$387K Sell
16,645
-202,660
-92% -$5.45M 0.12% 129
2013
Q4 		$5.87M Sell
219,305
-10,245
-4% -$264K 1.97% 11
2013
Q3 		$5.77M Buy
229,550
+162,315
+241% +$3.96M 2.19% 9
2013
Q2 		$1.57M Buy
+67,235
New +$1.56M 0.73% 38

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Prospera Financial Services's IJH Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q2 2026, buying an estimated $244K and bringing the position to 106,532 shares worth $8.22M. The position accounts for 0.12% of the portfolio, ranked #182.

Prospera Financial Services first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Prospera Financial Services held 106,532 shares of iShares Core S&P Mid-Cap ETF worth $8.22M as of Q2 2026.
  • Prospera Financial Services bought 3,326 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $244K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Prospera Financial Services's portfolio in Q2 2026, its #182 holding.
  • Prospera Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.