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

Roxbury 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 		$60.3K Hold
782
– – 0.05% 186
2026
Q1 		$52.8K Buy
782
+1
+0.1% +$69 0.05% 181
2025
Q4 		$51.5K Buy
781
+2
+0.3% +$131 0.05% 177
2025
Q3 		$50.9K Sell
779
-24
-3% -$1.54K 0.05% 176
2025
Q2 		$49.8K Buy
803
+27
+3% +$1.58K 0.05% 169
2025
Q1 		$48K Buy
776
+2
+0.3% +$124 0.05% 172
2024
Q4 		$52.2K Buy
+774
New +$49.6K 0.05% 158

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Roxbury Financial's IJH Position: Q2 2026 in Review

Roxbury Financial held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 782 shares worth $60.3K. The position accounts for 0.05% of the portfolio, ranked #186.

Roxbury Financial first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Roxbury Financial held 782 shares of iShares Core S&P Mid-Cap ETF worth $60.3K as of Q2 2026.
  • Roxbury Financial left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Roxbury Financial's portfolio in Q2 2026, its #186 holding.
  • Roxbury Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.