Sound Income Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sound Income Strategies’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	$915K	Buy	11,870 +1,843	+18%	+$135K	0.04%	218
2026 Q1	$683K	Buy	10,027 +1,151	+13%	+$79.8K	0.03%	215
2025 Q4	$622K	Buy	8,876 +2,516	+40%	+$165K	0.03%	222
2025 Q3	$414K	Buy	6,360 +3,716	+141%	+$239K	0.02%	211
2025 Q2	$164K	Buy	2,644 +434	+20%	+$25.5K	0.01%	308
2025 Q1	$129K	Buy	2,210 +962	+77%	+$59.7K	0.01%	358
2024 Q4	$77.8K	Sell	1,248 -2,481	-67%	-$159K	﹤0.01%	391
2024 Q3	$232K	Sell	3,729 -4,625	-55%	-$279K	0.02%	224
2024 Q2	$489K	Buy	8,354 +8,159	+4,184%	+$479K	0.03%	163
2024 Q1	$11.8K	Sell	195 -665	-77%	-$37.6K	﹤0.01%	713
2023 Q4	$47.7K	Buy	860 +395	+85%	+$20K	﹤0.01%	413
2023 Q3	$23.2K	Buy	465 +455	+4,550%	+$23.8K	﹤0.01%	413
2023 Q2	$523	Sell	10 -20	-67%	-$994	﹤0.01%	1034
2023 Q1	$1.5K	Sell	30 -15	-33%	-$764	﹤0.01%	881
2022 Q4	$2.18K	Hold	45	–	–	﹤0.01%	754
2022 Q3	$2K	Sell	45 -115	-72%	-$5.56K	﹤0.01%	706
2022 Q2	$7K	Buy	160 +50	+45%	+$2.47K	﹤0.01%	528
2022 Q1	$6K	Sell	110 -480	-81%	-$25.6K	﹤0.01%	568
2021 Q4	$33K	Buy	590 +480	+436%	+$26.7K	﹤0.01%	291
2021 Q3	$6K	Sell	110 -165	-60%	-$8.88K	﹤0.01%	542
2021 Q2	$15K	Buy	275 +45	+20%	+$2.43K	﹤0.01%	402
2021 Q1	$12K	Hold	230	–	–	﹤0.01%	447
2020 Q4	$11K	Hold	230	–	–	﹤0.01%	432
2020 Q3	$9K	Hold	230	–	–	﹤0.01%	430
2020 Q2	$8K	Sell	230 -350	-60%	-$11.6K	﹤0.01%	427
2020 Q1	$17K	Hold	580	–	–	0.01%	272
2019 Q4	$24K	Hold	580	–	–	0.01%	218
2019 Q3	$22K	Buy	580 +165	+40%	+$6.34K	0.01%	207
2019 Q2	$16K	Sell	415 -170	-29%	-$6.51K	0.01%	256
2019 Q1	$22K	Sell	585 -1,020	-64%	-$37.7K	0.01%	215
2018 Q4	$53K	Sell	1,605 -60	-4%	-$2.19K	0.03%	122
2018 Q3	$67K	Sell	1,665 -15	-0.9%	-$603	0.03%	109
2018 Q2	$65K	Buy	1,680 +40	+2%	+$1.54K	0.04%	93
2018 Q1	$62K	Buy	1,640 +905	+123%	+$34.6K	0.04%	100
2017 Q4	$27K	Buy	+735	New	+$27.2K	0.02%	123

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Sound Income Strategies's IJH Position: Q2 2026 in Review

Sound Income Strategies increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q2 2026, buying an estimated $135K and bringing the position to 11,870 shares worth $915K. The position accounts for 0.04% of the portfolio, ranked #218.

Sound Income Strategies first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. 1,398 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sound Income Strategies held 11,870 shares of iShares Core S&P Mid-Cap ETF worth $915K as of Q2 2026.
Sound Income Strategies bought 1,843 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $135K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Sound Income Strategies's portfolio in Q2 2026, its #218 holding.
Sound Income Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
1,398 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.