Rochester Wealth Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rochester Wealth Strategies’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	$12.1M	Sell	157,434 -11,597	-7%	-$851K	6.72%	5
2026 Q1	$11.4M	Buy	169,031 +2,559	+2%	+$178K	6.92%	6
2025 Q4	$11M	Buy	166,472 +4,076	+3%	+$267K	6.9%	6
2025 Q3	$10.6M	Buy	162,396 +4,481	+3%	+$288K	6.93%	7
2025 Q2	$9.79M	Buy	157,915 +16,660	+12%	+$978K	7.02%	5
2025 Q1	$8.24M	Buy	+141,255	New	+$8.77M	6.54%	6

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

Rochester Wealth Strategies's IJH Position: Q2 2026 in Review

Rochester Wealth Strategies reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q2 2026, selling an estimated $851K and leaving 157,434 shares worth $12.1M. The position accounts for 6.72% of the portfolio, ranked #5.

Rochester Wealth Strategies first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Rochester Wealth Strategies held 157,434 shares of iShares Core S&P Mid-Cap ETF worth $12.1M as of Q2 2026.
Rochester Wealth Strategies sold 11,597 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $851K.
iShares Core S&P Mid-Cap ETF made up 6.72% of Rochester Wealth Strategies's portfolio in Q2 2026, its #5 holding.
Rochester Wealth Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
923 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.