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

Signature Estate & 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	$1.02M	Sell	13,266 -2,665	-17%	-$196K	0.02%	264
2026 Q1	$1.08M	Buy	15,931 +1,305	+9%	+$90.5K	0.02%	264
2025 Q4	$965K	Buy	14,626 +262	+2%	+$17.2K	0.02%	260
2025 Q3	$937K	Sell	14,364 -1,329	-8%	-$85.4K	0.02%	257
2025 Q2	$973K	Buy	15,693 +772	+5%	+$45.3K	0.02%	239
2025 Q1	$871K	Sell	14,921 -1,372	-8%	-$85.2K	0.02%	242
2024 Q4	$1.02M	Buy	16,293 +133	+0.8%	+$8.53K	0.03%	213
2024 Q3	$1.01M	Buy	16,160 +718	+5%	+$43.3K	0.02%	202
2024 Q2	$904K	Buy	+15,442	New	+$907K	0.02%	211
2018 Q4	–	Sell	-3,705	Closed	-$149K	–	185
2018 Q3	$149K	Buy	+3,705	New	+$149K	0.01%	128

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Signature Estate & Investment Advisors's IJH Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2026, selling an estimated $196K and leaving 13,266 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #264.

Signature Estate & Investment Advisors first reported a position in IJH in Q3 2018 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2026. 1,947 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Signature Estate & Investment Advisors held 13,266 shares of iShares Core S&P Mid-Cap ETF worth $1.02M as of Q2 2026.
Signature Estate & Investment Advisors sold 2,665 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $196K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #264 holding.
Signature Estate & Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 10 quarters since.
Signature Estate & Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.08M in Q1 2026.
1,947 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.