SL
IJH icon

SFM LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SFM LLC’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 		$2.34M Sell
30,393
-1,107
-4% -$81.2K 1.2% 21
2026
Q1 		$2.13M Buy
31,500
+1,280
+4% +$88.8K 1.29% 21
2025
Q4 		$1.99M Sell
30,220
-1,193
-4% -$78.1K 1.17% 23
2025
Q3 		$2.05M Buy
31,413
+321
+1% +$20.6K 1.19% 22
2025
Q2 		$1.93M Buy
31,092
+11,586
+59% +$680K 1.24% 20
2025
Q1 		$1.14M Sell
19,506
-1,821
-9% -$113K 0.84% 29
2024
Q4 		$1.33M Sell
21,327
-45
-0.2% -$2.89K 0.94% 29
2024
Q3 		$1.33M Sell
21,372
-733
-3% -$44.2K 1% 26
2024
Q2 		$1.29M Sell
22,105
-715
-3% -$42K 0.97% 24
2024
Q1 		$1.39M Sell
22,820
-2,890
-11% -$164K 1.06% 22
2023
Q4 		$1.43M Buy
+25,710
New +$1.3M 1.18% 23

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
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

SFM LLC's IJH Position: Q2 2026 in Review

SFM LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q2 2026, selling an estimated $81.2K and leaving 30,393 shares worth $2.34M. The position accounts for 1.2% of the portfolio, ranked #21.

SFM LLC first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • SFM LLC held 30,393 shares of iShares Core S&P Mid-Cap ETF worth $2.34M as of Q2 2026.
  • SFM LLC sold 1,107 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $81.2K.
  • iShares Core S&P Mid-Cap ETF made up 1.2% of SFM LLC's portfolio in Q2 2026, its #21 holding.
  • SFM LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.