Roger Wittlin Investment Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Roger Wittlin Investment Advisory’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	–	Sell	-17,183	Closed	-$1.16M	–	44
2026 Q1	$1.16M	Buy	17,183 +40	+0.2%	+$2.77K	0.95%	17
2025 Q4	$1.13M	Sell	17,143 -17,139	-50%	-$1.12M	0.79%	22
2025 Q3	$2.24M	Buy	34,282 +110	+0.3%	+$7.07K	1.24%	15
2025 Q2	$2.12M	Buy	34,172 +106	+0.3%	+$6.22K	1.18%	16
2025 Q1	$1.99M	Buy	34,066 +94	+0.3%	+$5.84K	1.16%	17
2024 Q4	$2.12M	Buy	33,972 +145	+0.4%	+$9.3K	1.19%	16
2024 Q3	$2.11M	Buy	33,827 +130	+0.4%	+$7.84K	1.21%	16
2024 Q2	$1.97M	Sell	33,697 -6,305	-16%	-$370K	1.27%	17
2024 Q1	$2.43M	Sell	40,002 -66,663	-62%	-$3.77M	1.7%	15
2023 Q4	$5.91M	Sell	106,665 -490	-0.5%	-$24.9K	4.37%	7
2023 Q3	$5.34M	Hold	107,155	–	–	4.54%	7
2023 Q2	$5.6M	Buy	107,155 +310	+0.3%	+$15.4K	4.54%	8
2023 Q1	$5.35M	Buy	106,845 +410	+0.4%	+$20.9K	4.78%	9
2022 Q4	$5.15M	Buy	+106,435	New	+$5.14M	5.14%	9
2022 Q3	–	Sell	-82,790	Closed	-$3.75M	–	19
2022 Q2	$3.75M	Buy	+82,790	New	+$4.09M	3.7%	11

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Roger Wittlin Investment Advisory's IJH Position: Q2 2026 in Review

Roger Wittlin Investment Advisory sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 17,183 shares — an estimated $1.16M sold.

Roger Wittlin Investment Advisory first reported a position in IJH in Q2 2022 and held it in 15 quarters. The position peaked at $5.91M in Q4 2023. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Roger Wittlin Investment Advisory reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Roger Wittlin Investment Advisory sold 17,183 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.16M.
Roger Wittlin Investment Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and held it in 15 quarters.
Roger Wittlin Investment Advisory's iShares Core S&P Mid-Cap ETF position peaked at $5.91M in Q4 2023.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.