Richards, Merrill & Peterson’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Richards, Merrill & Peterson’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	$1.98M	Sell	25,735 -620	-2%	-$45.5K	0.63%	37
2026 Q1	$1.78M	Buy	26,355 +178	+0.7%	+$12.3K	0.65%	40
2025 Q4	$1.73M	Buy	26,177 +1,284	+5%	+$84.1K	0.66%	35
2025 Q3	$1.62M	Sell	24,893 -1,293	-5%	-$83.1K	0.7%	34
2025 Q2	$1.62M	Buy	26,186 +2,200	+9%	+$129K	0.77%	31
2025 Q1	$1.4M	Buy	23,986 +1,100	+5%	+$68.3K	0.73%	35
2024 Q4	$1.43M	Buy	+22,886	New	+$1.47M	0.74%	31

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

Richards, Merrill & Peterson's IJH Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2026, selling an estimated $45.5K and leaving 25,735 shares worth $1.98M. The position accounts for 0.63% of the portfolio, ranked #37.

Richards, Merrill & Peterson first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Richards, Merrill & Peterson held 25,735 shares of iShares Core S&P Mid-Cap ETF worth $1.98M as of Q2 2026.
Richards, Merrill & Peterson sold 620 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $45.5K.
iShares Core S&P Mid-Cap ETF made up 0.63% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #37 holding.
Richards, Merrill & Peterson first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.