Ruggaard & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ruggaard & Associates’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	$754K	Hold	9,783	–	–	0.27%	56
2026 Q1	$661K	Sell	9,783 -71	-0.7%	-$4.92K	0.26%	57
2025 Q4	$650K	Sell	9,854 -6,713	-41%	-$440K	0.26%	55
2025 Q3	$1.08M	Hold	16,567	–	–	0.4%	34
2025 Q2	$1.03M	Sell	16,567 -3,133	-16%	-$184K	0.41%	34
2025 Q1	$1.15M	Sell	19,700 -17	-0.1%	-$1.06K	0.5%	28
2024 Q4	$1.23M	Buy	19,717 +107	+0.5%	+$6.86K	0.54%	24
2024 Q3	$1.22M	Sell	19,610 -230	-1%	-$13.9K	0.53%	22
2024 Q2	$1.16M	Hold	19,840	–	–	0.54%	23
2024 Q1	$1.21M	Sell	19,840 -385	-2%	-$21.8K	0.57%	22
2023 Q4	$1.12M	Hold	20,225	–	–	0.59%	21
2023 Q3	$1.01M	Hold	20,225	–	–	0.6%	21
2023 Q2	$1.06M	Hold	20,225	–	–	0.62%	19
2023 Q1	$1.01M	Buy	+20,225	New	+$1.03M	0.62%	19

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

Ruggaard & Associates's IJH Position: Q2 2026 in Review

Ruggaard & Associates held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 9,783 shares worth $754K. The position accounts for 0.27% of the portfolio, ranked #56.

Ruggaard & Associates first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2024. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Ruggaard & Associates held 9,783 shares of iShares Core S&P Mid-Cap ETF worth $754K as of Q2 2026.
Ruggaard & Associates left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.27% of Ruggaard & Associates's portfolio in Q2 2026, its #56 holding.
Ruggaard & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Ruggaard & Associates's iShares Core S&P Mid-Cap ETF position peaked at $1.23M in Q4 2024.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.