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

Rebalance’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	$4.18M	Sell	54,270 -6,213	-10%	-$456K	0.22%	34
2026 Q1	$4.08M	Sell	60,483 -184	-0.3%	-$12.8K	0.24%	34
2025 Q4	$4M	Buy	60,667 +121	+0.2%	+$7.93K	0.23%	34
2025 Q3	$3.95M	Sell	60,546 -15,694	-21%	-$1.01M	0.24%	36
2025 Q2	$4.73M	Sell	76,240 -6,939	-8%	-$407K	0.32%	25
2025 Q1	$4.85M	Buy	83,179 +1,767	+2%	+$110K	0.36%	25
2024 Q4	$5.07M	Sell	81,412 -1,811	-2%	-$116K	0.38%	24
2024 Q3	$5.19M	Sell	83,223 -2,226	-3%	-$134K	0.38%	25
2024 Q2	$5M	Buy	85,449 +421	+0.5%	+$24.7K	0.4%	26
2024 Q1	$5.16M	Buy	85,028 +2,378	+3%	+$135K	0.42%	28
2023 Q4	$4.58M	Buy	82,650 +22,765	+38%	+$1.15M	0.4%	28
2023 Q3	$2.99M	Buy	59,885 +515	+0.9%	+$27K	0.29%	28
2023 Q2	$3.1M	Buy	59,370 +680	+1%	+$33.8K	0.29%	28
2023 Q1	$2.94M	Buy	58,690 +85	+0.1%	+$4.33K	0.29%	32
2022 Q4	$2.83M	Buy	+58,605	New	+$2.83M	0.29%	33

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Rebalance's IJH Position: Q2 2026 in Review

Rebalance reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q2 2026, selling an estimated $456K and leaving 54,270 shares worth $4.18M. The position accounts for 0.22% of the portfolio, ranked #34.

Rebalance first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.19M in Q3 2024. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Rebalance held 54,270 shares of iShares Core S&P Mid-Cap ETF worth $4.18M as of Q2 2026.
Rebalance sold 6,213 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $456K.
iShares Core S&P Mid-Cap ETF made up 0.22% of Rebalance's portfolio in Q2 2026, its #34 holding.
Rebalance first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Rebalance's iShares Core S&P Mid-Cap ETF position peaked at $5.19M in Q3 2024.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.