SHFA
IJH icon

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

SC&H Financial Advisors’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 		$1.06M Buy
13,752
+13
+0.1% +$954 0.14% 68
2026
Q1 		$928K Buy
13,739
+12
+0.1% +$832 0.14% 69
2025
Q4 		$906K Sell
13,727
-147
-1% -$9.63K 0.14% 70
2025
Q3 		$905K Buy
13,874
+69
+0.5% +$4.43K 0.15% 71
2025
Q2 		$856K Buy
13,805
+17
+0.1% +$998 0.15% 76
2025
Q1 		$805K Buy
13,788
+15
+0.1% +$932 0.16% 73
2024
Q4 		$858K Buy
13,773
+1,919
+16% +$123K 0.18% 69
2024
Q3 		$739K Sell
11,854
-116
-1% -$7K 0.16% 77
2024
Q2 		$700K Buy
11,970
+1,790
+18% +$105K 0.17% 75
2024
Q1 		$618K Buy
10,180
+400
+4% +$22.6K 0.16% 81
2023
Q4 		$542K Sell
9,780
-2,975
-23% -$151K 0.16% 84
2023
Q3 		$636K Hold
12,755
– – 0.21% 75
2023
Q2 		$667K Buy
12,755
+15
+0.1% +$745 0.22% 77
2023
Q1 		$637K Sell
12,740
-4,025
-24% -$205K 0.23% 75
2022
Q4 		$811K Buy
16,765
+1,810
+12% +$87.4K 0.34% 64
2022
Q3 		$656K Sell
14,955
-1,160
-7% -$56.1K 0.33% 64
2022
Q2 		$729K Buy
16,115
+8,790
+120% +$434K 0.34% 60
2022
Q1 		$393K Buy
7,325
+1,385
+23% +$73.7K 0.19% 105
2021
Q4 		$336K Buy
+5,940
New +$331K 0.19% 113

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SC&H Financial Advisors's IJH Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q2 2026, buying an estimated $954 and bringing the position to 13,752 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #68.

SC&H Financial Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • SC&H Financial Advisors held 13,752 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q2 2026.
  • SC&H Financial Advisors bought 13 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $954.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of SC&H Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • SC&H Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.