Sonata Capital Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sonata Capital Group’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	$6.54M	Buy	84,867 +8,050	+10%	+$591K	2.11%	13
2026 Q1	$5.19M	Sell	76,817 -185	-0.2%	-$12.8K	1.91%	15
2025 Q4	$5.08M	Sell	77,002 -455	-0.6%	-$29.8K	1.84%	15
2025 Q3	$5.05M	Sell	77,457 -80	-0.1%	-$5.14K	1.87%	14
2025 Q2	$4.81M	Sell	77,537 -2,411	-3%	-$142K	1.92%	13
2025 Q1	$4.67M	Sell	79,948 -385	-0.5%	-$23.9K	2.03%	13
2024 Q4	$5.01M	Hold	80,333	–	–	2.07%	12
2024 Q3	$5.01M	Buy	80,333 +575	+0.7%	+$34.7K	2.12%	13
2024 Q2	$4.67M	Buy	79,758 +57	+0.1%	+$3.35K	2.4%	12
2024 Q1	$4.84M	Buy	79,701 +356	+0.4%	+$20.2K	2.2%	13
2023 Q4	$4.4M	Hold	79,345	–	–	2.19%	14
2023 Q3	$3.96M	Sell	79,345 -285	-0.4%	-$14.9K	2.11%	15
2023 Q2	$4.16M	Sell	79,630 -135	-0.2%	-$6.71K	2.15%	14
2023 Q1	$3.99M	Hold	79,765	–	–	2.16%	15
2022 Q4	$3.86M	Hold	79,765	–	–	2.15%	15
2022 Q3	$3.5M	Buy	79,765 +40	+0.1%	+$1.93K	1.93%	16
2022 Q2	$3.61M	Buy	79,725 +50	+0.1%	+$2.47K	1.87%	17
2022 Q1	$4.28M	Buy	79,675 +190	+0.2%	+$10.1K	1.89%	16
2021 Q4	$4.5M	Buy	79,485 +90	+0.1%	+$5.01K	1.88%	16
2021 Q3	$4.18M	Hold	79,395	–	–	1.87%	17
2021 Q2	$4.27M	Sell	79,395 -1,510	-2%	-$81.5K	1.94%	15
2021 Q1	$4.21M	Sell	80,905 -390	-0.5%	-$19.5K	2.02%	14
2020 Q4	$3.74M	Sell	81,295 -2,030	-2%	-$85.5K	1.85%	16
2020 Q3	$3.09M	Sell	83,325 -160	-0.2%	-$5.98K	1.8%	16
2020 Q2	$2.97M	Sell	83,485 -1,440	-2%	-$47.8K	1.88%	15
2020 Q1	$2.44M	Sell	84,925 -490	-0.6%	-$18.2K	1.84%	15
2019 Q4	$3.52M	Hold	85,415	–	–	2.12%	13
2019 Q3	$3.3M	Hold	85,415	–	–	2.24%	12
2019 Q2	$3.32M	Sell	85,415 -32,510	-28%	-$1.25M	2.3%	12
2019 Q1	$4.47M	Sell	117,925 -1,875	-2%	-$69.2K	3.33%	8
2018 Q4	$3.98M	Buy	119,800 +130	+0.1%	+$4.74K	3.24%	9
2018 Q3	$4.82M	Buy	119,670 +1,645	+1%	+$66.1K	3.27%	8
2018 Q2	$4.6M	Sell	118,025 -6,520	-5%	-$252K	3.3%	8
2018 Q1	$4.67M	Buy	124,545 +1,855	+2%	+$71K	3.42%	8
2017 Q4	$4.66M	Buy	122,690 +330	+0.3%	+$12.2K	3.36%	8
2017 Q3	$4.38M	Sell	122,360 -12,145	-9%	-$423K	3.25%	8
2017 Q2	$4.68M	Buy	134,505 +1,150	+0.9%	+$39.7K	3.49%	8
2017 Q1	$4.57M	Buy	133,355 +5,805	+5%	+$198K	3.44%	8
2016 Q4	$4.22M	Sell	127,550 -5	-0%	-$159	3.29%	9
2016 Q3	$3.95M	Buy	127,555 +2,075	+2%	+$64.1K	3.21%	9
2016 Q2	$3.75M	Buy	125,480 +1,455	+1%	+$42.7K	3.19%	9
2016 Q1	$3.58M	Sell	124,025 -535	-0.4%	-$14.3K	3.1%	8
2015 Q4	$3.47M	Sell	124,560 -30	-0%	-$857	3.05%	8
2015 Q3	$3.4M	Buy	124,590 +3,210	+3%	+$93.3K	3.16%	8
2015 Q2	$3.64M	Buy	121,380 +54,655	+82%	+$1.67M	3.13%	8
2015 Q1	$2.03M	Buy	66,725 +800	+1%	+$23.7K	1.78%	15
2014 Q4	$1.91M	Buy	+65,925	New	+$1.85M	1.73%	15

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

Sonata Capital Group's IJH Position: Q2 2026 in Review

Sonata Capital Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q2 2026, buying an estimated $591K and bringing the position to 84,867 shares worth $6.54M. The position accounts for 2.11% of the portfolio, ranked #13.

Sonata Capital Group first reported a position in IJH in Q4 2014 and has held it in 47 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sonata Capital Group held 84,867 shares of iShares Core S&P Mid-Cap ETF worth $6.54M as of Q2 2026.
Sonata Capital Group bought 8,050 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $591K.
iShares Core S&P Mid-Cap ETF made up 2.11% of Sonata Capital Group's portfolio in Q2 2026, its #13 holding.
Sonata Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.