RiverFront Investment Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

RiverFront Investment Group’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	$10.1M	Buy	131,469 +9,769	+8%	+$717K	0.13%	83
2026 Q1	$8.22M	Buy	121,700 +20,434	+20%	+$1.42M	0.13%	79
2025 Q4	$6.68M	Buy	101,266 +486	+0.5%	+$31.8K	0.11%	74
2025 Q3	$6.58M	Buy	100,780 +15,510	+18%	+$997K	0.12%	73
2025 Q2	$5.29M	Sell	85,270 -478,174	-85%	-$28.1M	0.1%	71
2025 Q1	$32.9M	Buy	563,444 +118,122	+27%	+$7.34M	0.73%	40
2024 Q4	$27.7M	Buy	445,322 +435,257	+4,324%	+$27.9M	0.63%	41
2024 Q3	$627K	Sell	10,065 -2,832	-22%	-$171K	0.01%	134
2024 Q2	$755K	Buy	12,897 +9,137	+243%	+$537K	0.02%	101
2024 Q1	$228K	Buy	+3,760	New	+$213K	0.01%	120

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

RiverFront Investment Group's IJH Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8% in Q2 2026, buying an estimated $717K and bringing the position to 131,469 shares worth $10.1M. The position accounts for 0.13% of the portfolio, ranked #83.

RiverFront Investment Group first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.9M in Q1 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

RiverFront Investment Group held 131,469 shares of iShares Core S&P Mid-Cap ETF worth $10.1M as of Q2 2026.
RiverFront Investment Group bought 9,769 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $717K.
iShares Core S&P Mid-Cap ETF made up 0.13% of RiverFront Investment Group's portfolio in Q2 2026, its #83 holding.
RiverFront Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
RiverFront Investment Group's iShares Core S&P Mid-Cap ETF position peaked at $32.9M in Q1 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.