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

Richardson Capital Management’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	$20.7M	Buy	268,106 +2,692	+1%	+$198K	8.83%	5
2026 Q1	$17.9M	Buy	265,414 +486	+0.2%	+$33.7K	8.65%	5
2025 Q4	$17.5M	Sell	264,928 -26,673	-9%	-$1.75M	8.77%	6
2025 Q3	$19M	Buy	291,601 +179,358	+160%	+$11.5M	9.04%	6
2025 Q2	$6.96M	Buy	112,243 +6,048	+6%	+$355K	3.65%	6
2025 Q1	$6.2M	Buy	106,195 +77	+0.1%	+$4.78K	3.86%	6
2024 Q4	$6.61M	Buy	106,118 +10,358	+11%	+$664K	4.21%	6
2024 Q3	$5.97M	Sell	95,760 -566	-0.6%	-$34.1K	4.17%	5
2024 Q2	$5.64M	Sell	96,326 -3,687	-4%	-$217K	4.34%	5
2024 Q1	$6.07M	Buy	100,013 +99,448	+17,601%	+$5.63M	4.97%	5
2023 Q4	$5.72M	Buy	+565	New	+$28.7K	5.56%	5

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Richardson Capital Management's IJH Position: Q2 2026 in Review

Richardson Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q2 2026, buying an estimated $198K and bringing the position to 268,106 shares worth $20.7M. The position accounts for 8.83% of the portfolio, ranked #5.

Richardson Capital Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Richardson Capital Management held 268,106 shares of iShares Core S&P Mid-Cap ETF worth $20.7M as of Q2 2026.
Richardson Capital Management bought 2,692 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $198K.
iShares Core S&P Mid-Cap ETF made up 8.83% of Richardson Capital Management's portfolio in Q2 2026, its #5 holding.
Richardson Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.