Southland Equity Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Southland Equity Partners’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	$558K	Sell	7,230 -79	-1%	-$5.8K	0.1%	155
2026 Q1	$494K	Sell	7,309 -104	-1%	-$7.21K	0.1%	150
2025 Q4	$489K	Sell	7,413 -379	-5%	-$24.8K	0.1%	146
2025 Q3	$508K	Sell	7,792 -31	-0.4%	-$1.99K	0.1%	139
2025 Q2	$485K	Sell	7,823 -115	-1%	-$6.75K	0.11%	135
2025 Q1	$463K	Sell	7,938 -29	-0.4%	-$1.8K	0.11%	130
2024 Q4	$496K	Sell	7,967 -109	-1%	-$6.99K	0.12%	124
2024 Q3	$503K	Sell	8,076 -114	-1%	-$6.88K	0.12%	114
2024 Q2	$479K	Sell	8,190 -88	-1%	-$5.17K	0.14%	102
2024 Q1	$503K	Sell	8,278 -197	-2%	-$11.2K	0.14%	99
2023 Q4	$470K	Sell	8,475 -140	-2%	-$7.1K	0.15%	101
2023 Q3	$430K	Sell	8,615 -215	-2%	-$11.3K	0.15%	100
2023 Q2	$462K	Sell	8,830 -370	-4%	-$18.4K	0.16%	89
2023 Q1	$460K	Buy	9,200 +220	+2%	+$11.2K	0.18%	91
2022 Q4	$434K	Sell	8,980 -180	-2%	-$8.7K	0.17%	88
2022 Q3	$402K	Buy	9,160 +120	+1%	+$5.8K	0.2%	88
2022 Q2	$409K	Sell	9,040 -55	-0.6%	-$2.71K	0.19%	93
2022 Q1	$488K	Sell	9,095 -100	-1%	-$5.32K	0.2%	85
2021 Q4	$520K	Buy	9,195 +155	+2%	+$8.63K	0.21%	82
2021 Q3	$476K	Sell	9,040 -80	-0.9%	-$4.3K	0.22%	77
2021 Q2	$490K	Sell	9,120 -630	-6%	-$34K	0.23%	77
2021 Q1	$507K	Buy	9,750 +55	+0.6%	+$2.75K	0.29%	71
2020 Q4	$446K	Buy	+9,695	New	+$408K	0.3%	69

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Southland Equity Partners's IJH Position: Q2 2026 in Review

Southland Equity Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q2 2026, selling an estimated $5.8K and leaving 7,230 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #155.

Southland Equity Partners first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Southland Equity Partners held 7,230 shares of iShares Core S&P Mid-Cap ETF worth $558K as of Q2 2026.
Southland Equity Partners sold 79 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.8K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Southland Equity Partners's portfolio in Q2 2026, its #155 holding.
Southland Equity Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.