RIA
IJH icon

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

Realta Investment 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 		$30.6K Hold
397
– – 0.01% 285
2026
Q1 		$26.8K Buy
397
+1
+0.3% +$69 0.01% 271
2025
Q4 		$26.2K Hold
396
– – 0.01% 270
2025
Q3 		$25.8K Sell
396
-131
-25% -$8.42K 0.01% 255
2025
Q2 		$32.7K Sell
527
-328
-38% -$19.3K 0.01% 244
2025
Q1 		$49.9K Sell
855
-3
-0.3% -$186 0.02% 231
2024
Q4 		$54K Sell
858
-2,475
-74% -$159K 0.02% 248
2024
Q3 		$211K Sell
3,333
-8,699
-72% -$525K 0.1% 175
2024
Q2 		$704K Buy
12,032
+1,765
+17% +$104K 0.14% 167
2024
Q1 		$624K Sell
10,267
-78
-0.8% -$4.42K 0.13% 193
2023
Q4 		$574K Sell
10,345
-790
-7% -$40.1K 0.13% 197
2023
Q3 		$582K Sell
11,135
-225
-2% -$11.8K 0.13% 180
2023
Q2 		$594K Buy
11,360
+40
+0.4% +$1.99K 0.13% 187
2023
Q1 		$566K Sell
11,320
-4,995
-31% -$254K 0.14% 188
2022
Q4 		$789K Sell
16,315
-70
-0.4% -$3.38K 0.19% 131
2022
Q3 		$718K Buy
16,385
+80
+0.5% +$3.87K 0.19% 137
2022
Q2 		$747K Sell
16,305
-2,885
-15% -$142K 0.18% 129
2022
Q1 		$1.03M Buy
19,190
+845
+5% +$45K 0.21% 111
2021
Q4 		$1.04M Sell
18,345
-420
-2% -$23.4K 0.23% 105
2021
Q3 		$987K Buy
18,765
+130
+0.7% +$6.99K 0.23% 107
2021
Q2 		$1M Sell
18,635
-1,755
-9% -$94.8K 0.24% 108
2021
Q1 		$1.06M Buy
20,390
+9,850
+93% +$492K 0.28% 91
2020
Q4 		$484K Sell
10,540
-3,210
-23% -$135K 0.14% 169
2020
Q3 		$510K Buy
13,750
+500
+4% +$18.7K 0.17% 149
2020
Q2 		$471K Buy
13,250
+3,935
+42% +$131K 0.15% 174
2020
Q1 		$268K Sell
9,315
-22,200
-70% -$825K 0.12% 219
2019
Q4 		$1.27M Sell
31,515
-6,250
-17% -$248K 0.35% 51
2019
Q3 		$1.46M Sell
37,765
-6,605
-15% -$254K 0.4% 42
2019
Q2 		$1.73M Buy
44,370
+6,510
+17% +$250K 0.48% 34
2019
Q1 		$1.44M Buy
+37,860
New +$1.4M 0.65% 20

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Realta Investment Advisors's IJH Position: Q2 2026 in Review

Realta Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 397 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #285.

Realta Investment Advisors first reported a position in IJH in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.73M in Q2 2019. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Realta Investment Advisors held 397 shares of iShares Core S&P Mid-Cap ETF worth $30.6K as of Q2 2026.
  • Realta Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #285 holding.
  • Realta Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.73M in Q2 2019.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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