SS
IJH icon

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

Sound Stewardship’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 		$7.79M Buy
101,011
+1,766
+2% +$130K 3.21% 15
2026
Q1 		$6.7M Buy
99,245
+1,804
+2% +$125K 3.07% 13
2025
Q4 		$6.43M Buy
97,441
+1,850
+2% +$121K 3.08% 14
2025
Q3 		$6.24M Buy
95,591
+3,652
+4% +$235K 2.99% 15
2025
Q2 		$5.7M Buy
91,939
+7,285
+9% +$428K 2.94% 14
2025
Q1 		$4.94M Sell
84,654
-344
-0.4% -$21.4K 2.81% 14
2024
Q4 		$5.3M Sell
84,998
-995
-1% -$63.8K 3.15% 12
2024
Q3 		$5.36M Buy
85,993
+1,667
+2% +$101K 3.01% 13
2024
Q2 		$4.93M Buy
84,326
+812
+1% +$47.7K 3% 14
2024
Q1 		$5.07M Buy
83,514
+3,299
+4% +$187K 3.08% 13
2023
Q4 		$4.45M Buy
80,215
+3,190
+4% +$162K 2.94% 14
2023
Q3 		$3.84M Buy
77,025
+30
+0% +$1.57K 2.58% 16
2023
Q2 		$4.03M Sell
76,995
-2,130
-3% -$106K 2.65% 15
2023
Q1 		$3.96M Buy
79,125
+5,205
+7% +$265K 2.66% 14
2022
Q4 		$3.58M Buy
+73,920
New +$3.57M 2.64% 15

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return