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

Southern Capital 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	$241K	Hold	3,120	–	–	0.1%	77
2026 Q1	$211K	Hold	3,120	–	–	0.1%	82
2025 Q4	$206K	Hold	3,120	–	–	0.1%	83
2025 Q3	$204K	Buy	+3,120	New	+$201K	0.1%	81

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

Southern Capital Advisors's IJH Position: Q2 2026 in Review

Southern Capital Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,120 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #77.

Southern Capital Advisors first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 1,434 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Southern Capital Advisors held 3,120 shares of iShares Core S&P Mid-Cap ETF worth $241K as of Q2 2026.
Southern Capital Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Southern Capital Advisors's portfolio in Q2 2026, its #77 holding.
Southern Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,434 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.