Shum Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Shum Financial Group’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	$280K	Hold	3,631	–	–	0.17%	92
2026 Q1	$245K	Hold	3,631	–	–	0.17%	88
2025 Q4	$240K	Hold	3,631	–	–	0.17%	87
2025 Q3	$237K	Buy	+3,631	New	+$233K	0.18%	87

Other funds holding IJH

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

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

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Shum Financial Group's IJH Position: Q2 2026 in Review

Shum Financial Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,631 shares worth $280K. The position accounts for 0.17% of the portfolio, ranked #92.

Shum Financial Group first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 836 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Shum Financial Group held 3,631 shares of iShares Core S&P Mid-Cap ETF worth $280K as of Q2 2026.
Shum Financial Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.17% of Shum Financial Group's portfolio in Q2 2026, its #92 holding.
Shum Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
836 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.