Relyea Zuckerberg Hanson’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Relyea Zuckerberg Hanson’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	$591K	Hold	7,659	–	–	0.05%	159
2026 Q1	$517K	Hold	7,659	–	–	0.05%	155
2025 Q4	$505K	Hold	7,659	–	–	0.05%	157
2025 Q3	$500K	Sell	7,659 -806	-10%	-$51.8K	0.05%	157
2025 Q2	$525K	Sell	8,465 -3,707	-30%	-$218K	0.06%	146
2025 Q1	$710K	Buy	12,172 +33	+0.3%	+$2.05K	0.1%	116
2024 Q4	$756K	Buy	12,139 +51	+0.4%	+$3.27K	0.1%	109
2024 Q3	$753K	Buy	12,088 +46	+0.4%	+$2.77K	0.11%	95
2024 Q2	$705K	Buy	12,042 +34	+0.3%	+$2K	0.12%	94
2024 Q1	$729K	Buy	12,008 +33	+0.3%	+$1.87K	0.13%	90
2023 Q4	$664K	Buy	11,975 +105	+0.9%	+$5.33K	0.13%	94
2023 Q3	$592K	Hold	11,870	–	–	0.14%	93
2023 Q2	$621K	Buy	11,870 +35	+0.3%	+$1.74K	0.14%	93
2023 Q1	$592K	Sell	11,835 -215	-2%	-$11K	0.14%	92
2022 Q4	$583K	Buy	+12,050	New	+$582K	0.17%	87

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

Relyea Zuckerberg Hanson's IJH Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 7,659 shares worth $591K. The position accounts for 0.05% of the portfolio, ranked #159.

Relyea Zuckerberg Hanson first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $756K in Q4 2024. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Relyea Zuckerberg Hanson held 7,659 shares of iShares Core S&P Mid-Cap ETF worth $591K as of Q2 2026.
Relyea Zuckerberg Hanson left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #159 holding.
Relyea Zuckerberg Hanson first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Relyea Zuckerberg Hanson's iShares Core S&P Mid-Cap ETF position peaked at $756K in Q4 2024.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.