Savvy Advisors Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Savvy Advisors Inc’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	$12.9M	Buy	167,203 +8,422	+5%	+$618K	0.27%	72
2026 Q1	$10.7M	Buy	158,781 +6,389	+4%	+$443K	0.29%	65
2025 Q4	$10.1M	Buy	152,392 +86,020	+130%	+$5.63M	0.32%	59
2025 Q3	$4.33M	Buy	66,372 +18,150	+38%	+$1.17M	0.2%	83
2025 Q2	$2.99M	Buy	48,222 +19,086	+66%	+$1.12M	0.2%	76
2025 Q1	$1.7M	Buy	29,136 +11,241	+63%	+$698K	0.17%	95
2024 Q4	$1.12M	Buy	17,895 +2,229	+14%	+$143K	0.13%	127
2024 Q3	$976K	Sell	15,666 -5,371	-26%	-$324K	0.2%	105
2024 Q2	$1.23M	Buy	21,037 +8,972	+74%	+$527K	0.4%	57
2024 Q1	$733K	Buy	12,065 +8,225	+214%	+$466K	0.42%	59
2023 Q4	$213K	Buy	+3,840	New	+$195K	0.21%	144

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

Savvy Advisors Inc's IJH Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q2 2026, buying an estimated $618K and bringing the position to 167,203 shares worth $12.9M. The position accounts for 0.27% of the portfolio, ranked #72.

Savvy Advisors Inc first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Savvy Advisors Inc held 167,203 shares of iShares Core S&P Mid-Cap ETF worth $12.9M as of Q2 2026.
Savvy Advisors Inc bought 8,422 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $618K.
iShares Core S&P Mid-Cap ETF made up 0.27% of Savvy Advisors Inc's portfolio in Q2 2026, its #72 holding.
Savvy Advisors Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.