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

Resonant 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	$60M	Buy	777,549 +1,590	+0.2%	+$117K	2.86%	8
2026 Q1	$52.4M	Buy	775,959 +4,182	+0.5%	+$290K	2.75%	7
2025 Q4	$50.9M	Buy	771,777 +29,405	+4%	+$1.93M	2.8%	7
2025 Q3	$48.4M	Buy	742,372 +46,214	+7%	+$2.97M	2.82%	7
2025 Q2	$43.2M	Buy	696,158 +7,149	+1%	+$420K	2.76%	8
2025 Q1	$40.2M	Buy	689,009 +23,543	+4%	+$1.46M	2.8%	9
2024 Q4	$41.5M	Buy	665,466 +7,905	+1%	+$507K	3.03%	9
2024 Q3	$41M	Buy	657,561 +27,318	+4%	+$1.65M	3.01%	9
2024 Q2	$36.9M	Buy	630,243 +46,140	+8%	+$2.71M	2.99%	8
2024 Q1	$35.5M	Buy	584,103 +23,158	+4%	+$1.31M	3.03%	6
2023 Q4	$31.1M	Buy	560,945 +29,995	+6%	+$1.52M	3%	8
2023 Q3	$26.6M	Buy	530,950 +11,120	+2%	+$583K	2.84%	9
2023 Q2	$27.2M	Sell	519,830 -46,655	-8%	-$2.32M	2.95%	7
2023 Q1	$28.3M	Buy	566,485 +22,440	+4%	+$1.14M	3.22%	6
2022 Q4	$26.3M	Buy	544,045 +15,775	+3%	+$762K	3.28%	6
2022 Q3	$23.2M	Buy	528,270 +19,280	+4%	+$932K	3.52%	5
2022 Q2	$23M	Sell	508,990 -43,915	-8%	-$2.17M	3.6%	4
2022 Q1	$29.9M	Sell	552,905 -25,285	-4%	-$1.35M	4.43%	4
2021 Q4	$32.7M	Buy	578,190 +24,090	+4%	+$1.34M	4.92%	3
2021 Q3	$29.2M	Buy	554,100 +16,590	+3%	+$893K	5.07%	3
2021 Q2	$28.9M	Buy	537,510 +29,825	+6%	+$1.61M	5.59%	4
2021 Q1	$26.4M	Buy	507,685 +21,945	+5%	+$1.1M	5.44%	3
2020 Q4	$22.3M	Buy	485,740 +30,515	+7%	+$1.29M	5.29%	5
2020 Q3	$16.9M	Buy	455,225 +32,640	+8%	+$1.22M	4.81%	5
2020 Q2	$15M	Buy	422,585 +183,045	+76%	+$6.08M	4.36%	5
2020 Q1	$6.89M	Buy	239,540 +42,065	+21%	+$1.56M	2.51%	7
2019 Q4	$8.13M	Buy	+197,475	New	+$7.83M	2.56%	6

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Resonant Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.2% in Q2 2026, buying an estimated $117K and bringing the position to 777,549 shares worth $60M. The position accounts for 2.86% of the portfolio, ranked #8.

Resonant Capital Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Resonant Capital Advisors held 777,549 shares of iShares Core S&P Mid-Cap ETF worth $60M as of Q2 2026.
Resonant Capital Advisors bought 1,590 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $117K.
iShares Core S&P Mid-Cap ETF made up 2.86% of Resonant Capital Advisors's portfolio in Q2 2026, its #8 holding.
Resonant Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.