RF
IJH icon

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

Robinswood Financial’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 		$13.3M Sell
172,241
-1,816
-1% -$133K 3.81% 12
2026
Q1 		$11.8M Sell
174,057
-4,495
-3% -$312K 3.7% 13
2025
Q4 		$11.8M Sell
178,552
-10,521
-6% -$689K 3.77% 13
2025
Q3 		$12.3M Sell
189,073
-21,378
-10% -$1.37M 4.12% 12
2025
Q2 		$13.1M Sell
210,451
-15,257
-7% -$896K 4.62% 11
2025
Q1 		$13.2M Buy
225,708
+2,361
+1% +$147K 4.87% 11
2024
Q4 		$13.9M Sell
223,347
-162
-0.1% -$10.4K 5.26% 7
2024
Q3 		$13.9M Buy
223,509
+7,238
+3% +$436K 5.18% 9
2024
Q2 		$12.7M Buy
216,271
+5,700
+3% +$335K 5.12% 8
2024
Q1 		$12.7M Sell
210,571
-7,624
-3% -$432K 5.43% 8
2023
Q4 		$12.1M Buy
218,195
+6,670
+3% +$338K 5.23% 9
2023
Q3 		$10.5M Sell
211,525
-180
-0.1% -$9.43K 5.03% 11
2023
Q2 		$11.1M Buy
+211,705
New +$10.5M 5.14% 10

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 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
MW
MBL Wealth Charlotte, North Carolina $1.46B 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return