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

Soltis 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 		$23.1M Sell
299,852
-2,009
-0.7% -$147K 1.29% 11
2026
Q1 		$20.4M Buy
301,861
+3,728
+1% +$259K 1.29% 11
2025
Q4 		$19.7M Sell
298,133
-4,386
-1% -$287K 1.3% 11
2025
Q3 		$19.7M Buy
302,519
+3,376
+1% +$217K 1.36% 14
2025
Q2 		$18.6M Buy
299,143
+2,196
+0.7% +$129K 1.46% 11
2025
Q1 		$17.3M Sell
296,947
-15,300
-5% -$950K 1.55% 11
2024
Q4 		$19.5M Sell
312,247
-5,943
-2% -$381K 1.8% 8
2024
Q3 		$19.8M Buy
318,190
+6,078
+2% +$367K 1.94% 8
2024
Q2 		$18.3M Sell
312,112
-2,073
-0.7% -$122K 1.93% 9
2024
Q1 		$19.1M Buy
314,185
+350
+0.1% +$19.8K 2.14% 8
2023
Q4 		$17.4M Buy
313,835
+2,860
+0.9% +$145K 1.96% 9
2023
Q3 		$15.5M Sell
310,975
-2,270
-0.7% -$119K 2% 9
2023
Q2 		$16.4M Buy
313,245
+640
+0.2% +$31.8K 1.9% 11
2023
Q1 		$15.6M Sell
312,605
-315,150
-50% -$16.1M 1.99% 11
2022
Q4 		$30.4M Sell
627,755
-226,305
-26% -$10.9M 4% 3
2022
Q3 		$37.5M Sell
854,060
-605
-0.1% -$29.2K 5.64% 2
2022
Q2 		$38.7M Sell
854,665
-239,440
-22% -$11.8M 5.62% 2
2022
Q1 		$58.7M Buy
1,094,105
+29,155
+3% +$1.55M 8.16% 1
2021
Q4 		$60.3M Buy
1,064,950
+11,600
+1% +$646K 8.5% 2
2021
Q3 		$55.4M Sell
1,053,350
-21,530
-2% -$1.16M 8.58% 2
2021
Q2 		$57.8M Buy
1,074,880
+64,265
+6% +$3.47M 9.16% 1
2021
Q1 		$52.6M Buy
1,010,615
+353,595
+54% +$17.7M 9.59% 1
2020
Q4 		$30.2M Buy
657,020
+386,570
+143% +$16.3M 5.6% 4
2020
Q3 		$10M Buy
270,450
+16,830
+7% +$629K 2.35% 8
2020
Q2 		$9.02M Sell
253,620
-695
-0.3% -$23.1K 2.34% 6
2020
Q1 		$7.32M Sell
254,315
-272,400
-52% -$10.1M 2.27% 7
2019
Q4 		$21.7M Buy
+526,715
New +$20.9M 4.17% 5

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Soltis Investment Advisors's IJH Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.67% in Q2 2026, selling an estimated $147K and leaving 299,852 shares worth $23.1M. The position accounts for 1.29% of the portfolio, ranked #11.

Soltis Investment Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $60.3M in Q4 2021. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Soltis Investment Advisors held 299,852 shares of iShares Core S&P Mid-Cap ETF worth $23.1M as of Q2 2026.
  • Soltis Investment Advisors sold 2,009 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $147K.
  • iShares Core S&P Mid-Cap ETF made up 1.29% of Soltis Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Soltis Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $60.3M in Q4 2021.
  • 2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.