Samalin Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Samalin Investment Counsel’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	$1.66M	Buy	21,470 +9,675	+82%	+$710K	0.52%	50
2026 Q1	$796K	Sell	11,795 -3,037	-20%	-$211K	0.28%	95
2025 Q4	$979K	Buy	14,832 +1,036	+8%	+$67.9K	0.35%	74
2025 Q3	$900K	Sell	13,796 -339	-2%	-$21.8K	0.31%	91
2025 Q2	$877K	Sell	14,135 -1,320	-9%	-$77.5K	0.34%	80
2025 Q1	$902K	Buy	15,455 +480	+3%	+$29.8K	0.37%	78
2024 Q4	$933K	Sell	14,975 -111	-0.7%	-$7.12K	0.4%	65
2024 Q3	$940K	Sell	15,086 -202	-1%	-$12.2K	0.41%	59
2024 Q2	$895K	Sell	15,288 -2,206	-13%	-$130K	0.42%	62
2024 Q1	$1.06M	Sell	17,494 -3,581	-17%	-$203K	0.51%	46
2023 Q4	$1.17M	Sell	21,075 -335	-2%	-$17K	0.59%	40
2023 Q3	$1.07M	Sell	21,410 -15,310	-42%	-$802K	0.61%	42
2023 Q2	$1.92M	Sell	36,720 -590	-2%	-$29.3K	1.04%	14
2023 Q1	$1.87M	Sell	37,310 -2,025	-5%	-$103K	1.13%	14
2022 Q4	$1.9M	Buy	39,335 +5,515	+16%	+$266K	1.2%	13
2022 Q3	$1.48M	Buy	33,820 +95	+0.3%	+$4.59K	1.09%	16
2022 Q2	$1.53M	Sell	33,725 -545	-2%	-$26.9K	1.08%	20
2022 Q1	$1.84M	Buy	34,270 +3,375	+11%	+$180K	1.11%	15
2021 Q4	$1.75M	Sell	30,895 -930	-3%	-$51.8K	1.05%	15
2021 Q3	$1.67M	Sell	31,825 -155	-0.5%	-$8.34K	1.09%	15
2021 Q2	$1.72M	Sell	31,980 -12,960	-29%	-$700K	1.11%	16
2021 Q1	$2.34M	Sell	44,940 -14,900	-25%	-$744K	1.57%	8
2020 Q4	$2.75M	Sell	59,840 -61,990	-51%	-$2.61M	2.07%	5
2020 Q3	$4.51M	Sell	121,830 -510	-0.4%	-$19.1K	4.03%	2
2020 Q2	$4.35M	Sell	122,340 -430	-0.4%	-$14.3K	4.56%	2
2020 Q1	$3.53M	Sell	122,770 -7,430	-6%	-$276K	4.73%	3
2019 Q4	$5.36M	Buy	+130,200	New	+$5.16M	4.5%	1

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Samalin Investment Counsel's IJH Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 82% in Q2 2026, buying an estimated $710K and bringing the position to 21,470 shares worth $1.66M. The position accounts for 0.52% of the portfolio, ranked #50.

Samalin Investment Counsel first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.36M in Q4 2019. 1,300 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Samalin Investment Counsel held 21,470 shares of iShares Core S&P Mid-Cap ETF worth $1.66M as of Q2 2026.
Samalin Investment Counsel bought 9,675 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $710K.
iShares Core S&P Mid-Cap ETF made up 0.52% of Samalin Investment Counsel's portfolio in Q2 2026, its #50 holding.
Samalin Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Samalin Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $5.36M in Q4 2019.
1,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.