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

SGL Investment 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	$1.56M	Buy	20,153 +2,377	+13%	+$174K	0.54%	43
2026 Q1	$1.31M	Buy	17,776 +2,312	+15%	+$160K	0.49%	47
2025 Q4	$1.08M	Buy	15,464 +2,371	+18%	+$155K	0.43%	50
2025 Q3	$850K	Buy	13,093 +2,682	+26%	+$172K	0.35%	55
2025 Q2	$660K	Buy	10,411 +704	+7%	+$41.3K	0.31%	65
2025 Q1	$572K	Buy	9,707 +1,866	+24%	+$116K	0.3%	64
2024 Q4	$497K	Sell	7,841 -24	-0.3%	-$1.54K	0.25%	72
2024 Q3	$510K	Buy	+7,865	New	+$474K	0.26%	71

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SGL Investment Advisors's IJH Position: Q2 2026 in Review

SGL Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q2 2026, buying an estimated $174K and bringing the position to 20,153 shares worth $1.56M. The position accounts for 0.54% of the portfolio, ranked #43.

SGL Investment Advisors first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SGL Investment Advisors held 20,153 shares of iShares Core S&P Mid-Cap ETF worth $1.56M as of Q2 2026.
SGL Investment Advisors bought 2,377 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $174K.
iShares Core S&P Mid-Cap ETF made up 0.54% of SGL Investment Advisors's portfolio in Q2 2026, its #43 holding.
SGL Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.