Security Benefit Life Insurance Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Security Benefit Life Insurance Company’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	$771K	Sell	10,000 -1,800	-15%	-$132K	0.42%	11
2026 Q1	$797K	Buy	11,800 +6,100	+107%	+$423K	0.42%	12
2025 Q4	$376K	Sell	5,700 -7,600	-57%	-$498K	0.16%	12
2025 Q3	$868K	Buy	13,300 +7,800	+142%	+$501K	0.35%	12
2025 Q2	$341K	Hold	5,500	–	–	0.16%	13
2025 Q1	$321K	Sell	5,500 -6,500	-54%	-$404K	0.12%	13
2024 Q4	$748K	Buy	12,000 +2,300	+24%	+$148K	0.24%	12
2024 Q3	$605K	Hold	9,700	–	–	0.31%	12
2024 Q2	$568K	Sell	9,700 -300	-3%	-$17.6K	0.18%	10
2024 Q1	$607K	Sell	10,000 -19,500	-66%	-$1.1M	0.19%	11
2023 Q4	$1.64M	Buy	29,500 +19,500	+195%	+$989K	0.33%	10
2023 Q3	$499K	Hold	10,000	–	–	0.08%	15
2023 Q2	$523K	Sell	10,000 -66,000	-87%	-$3.28M	0.06%	22
2023 Q1	$3.8M	Sell	76,000 -26,500	-26%	-$1.35M	0.44%	18
2022 Q4	$4.96M	Hold	102,500	–	–	0.63%	15
2022 Q3	$4.5M	Hold	102,500	–	–	0.42%	18
2022 Q2	$4.64M	Hold	102,500	–	–	0.28%	17
2022 Q1	$5.5M	Sell	102,500 -109,500	-52%	-$5.83M	0.32%	11
2021 Q4	$12M	Buy	212,000 +38,000	+22%	+$2.12M	0.67%	14
2021 Q3	$9.15M	Buy	174,000 +25,500	+17%	+$1.37M	0.55%	31
2021 Q2	$7.98M	Buy	+148,500	New	+$8.02M	0.62%	34
2020 Q3	$2.59M	Hold	70,000	–	–	3.71%	6
2020 Q2	$2.49M	Hold	70,000	–	–	5.32%	6
2020 Q1	$2.01M	Hold	70,000	–	–	5.49%	4
2019 Q4	$2.88M	Hold	70,000	–	–	5.04%	4
2019 Q3	$2.71M	Hold	70,000	–	–	5.15%	4
2019 Q2	$2.72M	Sell	70,000 -5,000	-7%	-$192K	1.75%	5
2019 Q1	$2.84M	Sell	75,000 -75,000	-50%	-$2.77M	1.72%	5
2018 Q4	$4.98M	Buy	+150,000	New	+$5.47M	2.98%	5

Other funds holding IJH

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

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Security Benefit Life Insurance Company's IJH Position: Q2 2026 in Review

Security Benefit Life Insurance Company reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q2 2026, selling an estimated $132K and leaving 10,000 shares worth $771K. The position accounts for 0.42% of the portfolio, ranked #11.

Security Benefit Life Insurance Company first reported a position in IJH in Q4 2018 and has held it in 29 quarters since. The position peaked at $12M in Q4 2021. 1,028 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Security Benefit Life Insurance Company held 10,000 shares of iShares Core S&P Mid-Cap ETF worth $771K as of Q2 2026.
Security Benefit Life Insurance Company sold 1,800 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $132K.
iShares Core S&P Mid-Cap ETF made up 0.42% of Security Benefit Life Insurance Company's portfolio in Q2 2026, its #11 holding.
Security Benefit Life Insurance Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 29 quarters since.
Security Benefit Life Insurance Company's iShares Core S&P Mid-Cap ETF position peaked at $12M in Q4 2021.
1,028 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Security Benefit Life Insurance Company's 13F filing for Q2 2026, filed 21 Jul 2026.