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Sherrill & Hutchins Financial Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sherrill & Hutchins Financial Advisory’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 		$234K Hold
3,030
– – 0.11% 18
2026
Q1 		$205K Buy
+3,030
New +$210K 0.12% 15

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's IJH Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,030 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #18.

Sherrill & Hutchins Financial Advisory first reported a position in IJH in Q1 2026 and has held it in 2 quarters since. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Sherrill & Hutchins Financial Advisory held 3,030 shares of iShares Core S&P Mid-Cap ETF worth $234K as of Q2 2026.
  • Sherrill & Hutchins Financial Advisory left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #18 holding.
  • Sherrill & Hutchins Financial Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.