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

SOA Wealth 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	$3.35M	Sell	43,413 -4,115	-9%	-$302K	0.56%	35
2026 Q1	$3.21M	Sell	47,528 -726	-2%	-$50.4K	0.61%	32
2025 Q4	$3.18M	Sell	48,254 -2,696	-5%	-$177K	0.54%	35
2025 Q3	$3.32M	Sell	50,950 -7,028	-12%	-$452K	0.57%	33
2025 Q2	$3.6M	Sell	57,978 -5,927	-9%	-$348K	0.68%	30
2025 Q1	$3.73M	Sell	63,905 -314	-0.5%	-$19.5K	0.78%	26
2024 Q4	$4M	Sell	64,219 -2,150	-3%	-$138K	0.74%	29
2024 Q3	$4.14M	Buy	66,369 +1	+0%	+$60	0.79%	29
2024 Q2	$3.88M	Sell	66,368 -10,661	-14%	-$626K	0.78%	29
2024 Q1	$4.68M	Sell	77,029 -2,456	-3%	-$139K	0.97%	21
2023 Q4	$4.41M	Sell	79,485 -70	-0.1%	-$3.55K	0.98%	22
2023 Q3	$3.97M	Sell	79,555 -1,985	-2%	-$104K	0.99%	22
2023 Q2	$4.26M	Sell	81,540 -14,150	-15%	-$703K	1%	23
2023 Q1	$4.79M	Sell	95,690 -680	-0.7%	-$34.6K	1.18%	21
2022 Q4	$4.66M	Buy	96,370 +500	+0.5%	+$24.2K	1.25%	20
2022 Q3	$4.2M	Buy	95,870 +3,305	+4%	+$160K	1.27%	19
2022 Q2	$4.19M	Sell	92,565 -6,455	-7%	-$319K	1.23%	21
2022 Q1	$5.31M	Buy	99,020 +460	+0.5%	+$24.5K	1.3%	18
2021 Q4	$5.57M	Sell	98,560 -645	-0.7%	-$35.9K	1.35%	18
2021 Q3	$5.22M	Sell	99,205 -1,275	-1%	-$68.6K	1.34%	19
2021 Q2	$5.4M	Sell	100,480 -5,715	-5%	-$309K	1.39%	16
2021 Q1	$5.53M	Sell	106,195 -5,820	-5%	-$291K	1.55%	17
2020 Q4	$5.63M	Buy	+112,015	New	+$4.72M	1.53%	16

Other funds holding IJH

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 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

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

SOA Wealth Advisors's IJH Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.7% in Q2 2026, selling an estimated $302K and leaving 43,413 shares worth $3.35M. The position accounts for 0.56% of the portfolio, ranked #35.

SOA Wealth Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.63M in Q4 2020. 880 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SOA Wealth Advisors held 43,413 shares of iShares Core S&P Mid-Cap ETF worth $3.35M as of Q2 2026.
SOA Wealth Advisors sold 4,115 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $302K.
iShares Core S&P Mid-Cap ETF made up 0.56% of SOA Wealth Advisors's portfolio in Q2 2026, its #35 holding.
SOA Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $5.63M in Q4 2020.
880 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.