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

Sierra Summit 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 		$690K Hold
8,950
– – 0.08% 162
2026
Q1 		$604K Hold
8,950
– – 0.09% 149
2025
Q4 		$591K Hold
8,950
– – 0.09% 143
2025
Q3 		$584K Hold
8,950
– – 0.09% 148
2025
Q2 		$555K Hold
8,950
– – 0.1% 148
2025
Q1 		$522K Sell
8,950
-313
-3% -$19.4K 0.11% 146
2024
Q4 		$577K Buy
9,263
+313
+3% +$20.1K 0.12% 97
2024
Q3 		$558K Sell
8,950
-450
-5% -$27.1K 0.13% 94
2024
Q2 		$550K Buy
9,400
+5,000
+114% +$294K 0.14% 93
2024
Q1 		$267K Hold
4,400
– – 0.07% 137
2023
Q4 		$244K Buy
+4,400
New +$223K 0.07% 167

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Sierra Summit Advisors's IJH Position: Q2 2026 in Review

Sierra Summit Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 8,950 shares worth $690K. The position accounts for 0.08% of the portfolio, ranked #162.

Sierra Summit Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 944 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Sierra Summit Advisors held 8,950 shares of iShares Core S&P Mid-Cap ETF worth $690K as of Q2 2026.
  • Sierra Summit Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Sierra Summit Advisors's portfolio in Q2 2026, its #162 holding.
  • Sierra Summit Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 944 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.