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

Quattro Financial 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	$5.48M	Buy	71,014 +328	+0.5%	+$24.1K	1.17%	24
2026 Q1	$4.77M	Sell	70,686 -32,755	-32%	-$2.27M	1.44%	23
2025 Q4	$6.83M	Buy	103,441 +10,620	+11%	+$696K	2.04%	15
2025 Q3	$6.06M	Sell	92,821 -3,298	-3%	-$212K	1.92%	15
2025 Q2	$5.96M	Sell	96,119 -6,423	-6%	-$377K	2.1%	16
2025 Q1	$5.98M	Buy	+102,542	New	+$6.37M	2.05%	17

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

Quattro Financial Advisors's IJH Position: Q2 2026 in Review

Quattro Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.46% in Q2 2026, buying an estimated $24.1K and bringing the position to 71,014 shares worth $5.48M. The position accounts for 1.17% of the portfolio, ranked #24.

Quattro Financial Advisors first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.83M in Q4 2025. 827 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Quattro Financial Advisors held 71,014 shares of iShares Core S&P Mid-Cap ETF worth $5.48M as of Q2 2026.
Quattro Financial Advisors bought 328 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $24.1K.
iShares Core S&P Mid-Cap ETF made up 1.17% of Quattro Financial Advisors's portfolio in Q2 2026, its #24 holding.
Quattro Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Quattro Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $6.83M in Q4 2025.
827 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.