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

Prosperity Capital 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	$925K	Sell	11,993 -13,752	-53%	-$1.01M	0.05%	198
2026 Q1	$1.74M	Buy	25,745 +3,493	+16%	+$242K	0.1%	129
2025 Q4	$1.47M	Buy	22,252 +11,316	+103%	+$741K	0.09%	139
2025 Q3	$714K	Sell	10,936 -1,244	-10%	-$79.9K	0.04%	226
2025 Q2	$755K	Sell	12,180 -31,375	-72%	-$1.84M	0.05%	202
2025 Q1	$2.55M	Buy	43,555 +2,311	+6%	+$144K	0.2%	80
2024 Q4	$2.57M	Buy	41,244 +31,461	+322%	+$2.02M	0.21%	80
2024 Q3	$610K	Sell	9,783 -653	-6%	-$39.4K	0.05%	202
2024 Q2	$611K	Sell	10,436 -1,875	-15%	-$110K	0.07%	169
2024 Q1	$748K	Buy	12,311 +5,796	+89%	+$328K	0.09%	171
2023 Q4	$361K	Sell	6,515 -20,625	-76%	-$1.05M	0.04%	177
2023 Q3	$1.35M	Sell	27,140 -20,925	-44%	-$1.1M	0.18%	74
2023 Q2	$2.51M	Buy	48,065 +34,355	+251%	+$1.71M	0.35%	51
2023 Q1	$686K	Sell	13,710 -3,490	-20%	-$178K	0.11%	98
2022 Q4	$832K	Buy	+17,200	New	+$831K	0.26%	67

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

Prosperity Capital Advisors's IJH Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 53% in Q2 2026, selling an estimated $1.01M and leaving 11,993 shares worth $925K. The position accounts for 0.05% of the portfolio, ranked #198.

Prosperity Capital Advisors first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.57M in Q4 2024. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Prosperity Capital Advisors held 11,993 shares of iShares Core S&P Mid-Cap ETF worth $925K as of Q2 2026.
Prosperity Capital Advisors sold 13,752 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.01M.
iShares Core S&P Mid-Cap ETF made up 0.05% of Prosperity Capital Advisors's portfolio in Q2 2026, its #198 holding.
Prosperity Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Prosperity Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.57M in Q4 2024.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.