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

Souders Financial 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	$6.47M	Buy	83,901 +90	+0.1%	+$6.6K	0.65%	40
2026 Q1	$5.66M	Sell	83,811 -1,866	-2%	-$129K	0.65%	39
2025 Q4	$5.65M	Buy	85,677 +163	+0.2%	+$10.7K	0.65%	38
2025 Q3	$5.58M	Buy	85,514 +3,840	+5%	+$247K	0.66%	36
2025 Q2	$5.07M	Buy	81,674 +3,667	+5%	+$215K	0.64%	35
2025 Q1	$4.55M	Buy	+78,007	New	+$4.84M	0.64%	36

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Souders Financial Advisors's IJH Position: Q2 2026 in Review

Souders Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.11% in Q2 2026, buying an estimated $6.6K and bringing the position to 83,901 shares worth $6.47M. The position accounts for 0.65% of the portfolio, ranked #40.

Souders Financial Advisors first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Souders Financial Advisors held 83,901 shares of iShares Core S&P Mid-Cap ETF worth $6.47M as of Q2 2026.
Souders Financial Advisors bought 90 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.6K.
iShares Core S&P Mid-Cap ETF made up 0.65% of Souders Financial Advisors's portfolio in Q2 2026, its #40 holding.
Souders Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.