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

Slagle Financial’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	$6.84M	Sell	88,750 -1,920	-2%	-$141K	2.05%	6
2026 Q1	$6.12M	Buy	90,670 +4,472	+5%	+$310K	2.02%	11
2025 Q4	$5.69M	Buy	86,198 +3,964	+5%	+$260K	1.99%	8
2025 Q3	$5.37M	Sell	82,234 -597	-0.7%	-$38.4K	1.97%	9
2025 Q2	$5.14M	Buy	+82,831	New	+$4.86M	2.07%	7
2024 Q4	–	Sell	-3,442	Closed	-$214K	–	113
2024 Q3	$214K	Buy	+3,442	New	+$208K	0.1%	108
2024 Q2	–	Sell	-4,342	Closed	-$264K	–	116
2024 Q1	$264K	Sell	4,342 -4,818	-53%	-$273K	0.14%	90
2023 Q4	$254K	Buy	9,160 +4,620	+102%	+$234K	0.15%	96
2023 Q3	$226K	Buy	4,540 +120	+3%	+$6.29K	0.14%	107
2023 Q2	$231K	Buy	+4,420	New	+$220K	0.14%	111

Other funds holding IJH

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

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Slagle Financial's IJH Position: Q2 2026 in Review

Slagle Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2026, selling an estimated $141K and leaving 88,750 shares worth $6.84M. The position accounts for 2.05% of the portfolio, ranked #6.

Slagle Financial first reported a position in IJH in Q2 2023 and has held it in 10 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Slagle Financial held 88,750 shares of iShares Core S&P Mid-Cap ETF worth $6.84M as of Q2 2026.
Slagle Financial sold 1,920 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $141K.
iShares Core S&P Mid-Cap ETF made up 2.05% of Slagle Financial's portfolio in Q2 2026, its #6 holding.
Slagle Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 10 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.