Ritter Daniher Financial Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$32.8M Buy
425,279
+1,786
+0.4% +$131K 4.99% 6
2026
Q1
$28.6M Sell
423,493
-2,137
-0.5% -$148K 4.85% 7
2025
Q4
$28.1M Sell
425,630
-4,305
-1% -$282K 4.71% 6
2025
Q3
$28.1M Sell
429,935
-38,759
-8% -$2.49M 4.94% 6
2025
Q2
$29.1M Sell
468,694
-16,041
-3% -$942K 7.14% 5
2025
Q1
$28.3M Buy
484,735
+15,628
+3% +$971K 7.71% 4
2024
Q4
$29.2M Buy
469,107
+13,982
+3% +$897K 8.25% 3
2024
Q3
$28.4M Buy
455,125
+9,054
+2% +$546K 8.24% 4
2024
Q2
$26.1M Sell
446,071
-2,086
-0.5% -$123K 8.32% 4
2024
Q1
$27.2M Buy
448,157
+8,452
+2% +$479K 9.01% 3
2023
Q4
$24.4M Buy
439,705
+27,455
+7% +$1.39M 9.04% 4
2023
Q3
$20.6M Buy
412,250
+12,615
+3% +$661K 8.68% 4
2023
Q2
$20.9M Buy
399,635
+24,000
+6% +$1.19M 8.66% 4
2023
Q1
$18.8M Buy
375,635
+31,055
+9% +$1.58M 8.26% 4
2022
Q4
$16.7M Buy
344,580
+134,780
+64% +$6.51M 7.94% 4
2022
Q3
$9.2M Buy
209,800
+1,210
+0.6% +$58.5K 6.59% 5
2022
Q2
$9.44M Buy
208,590
+5,835
+3% +$288K 6.71% 5
2022
Q1
$10.9M Buy
202,755
+7,075
+4% +$377K 7.5% 4
2021
Q4
$11.1M Buy
195,680
+970
+0.5% +$54K 7.39% 4
2021
Q3
$10.2M Buy
194,710
+820
+0.4% +$44.1K 7.49% 4
2021
Q2
$10.4M Buy
193,890
+5,405
+3% +$292K 7.75% 3
2021
Q1
$9.81M Buy
188,485
+3,065
+2% +$153K 7.85% 3
2020
Q4
$8.52M Buy
+185,420
New +$7.81M 7.4% 4

Other funds holding IJH

Ritter Daniher Financial Advisory's IJH Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.42% in Q2 2026, buying an estimated $131K and bringing the position to 425,279 shares worth $32.8M. The position accounts for 4.99% of the portfolio, ranked #6.

Ritter Daniher Financial Advisory first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Ritter Daniher Financial Advisory held 425,279 shares of iShares Core S&P Mid-Cap ETF worth $32.8M as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 1,786 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $131K.
  • iShares Core S&P Mid-Cap ETF made up 4.99% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #6 holding.
  • Ritter Daniher Financial Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.