Roehl & Yi Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Roehl & Yi Investment Advisors’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	$231K	Hold	3,000	–	–	0.08%	172
2026 Q1	$203K	Sell	3,000 -300	-9%	-$20.8K	0.08%	169
2025 Q4	$218K	Hold	3,300	–	–	0.09%	148
2025 Q3	$215K	Hold	3,300	–	–	0.09%	147
2025 Q2	$205K	Buy	+3,300	New	+$194K	0.1%	148
2025 Q1	–	Sell	-3,300	Closed	-$206K	–	161
2024 Q4	$206K	Buy	+3,300	New	+$212K	0.11%	146

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

Roehl & Yi Investment Advisors's IJH Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,000 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #172.

Roehl & Yi Investment Advisors first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Roehl & Yi Investment Advisors held 3,000 shares of iShares Core S&P Mid-Cap ETF worth $231K as of Q2 2026.
Roehl & Yi Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.08% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #172 holding.
Roehl & Yi Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.