SFS
IJH icon

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

Sowell Financial Services’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 		$3.85M Buy
49,869
+138
+0.3% +$10.1K 0.13% 176
2026
Q1 		$3.36M Sell
49,731
-2,663
-5% -$185K 0.12% 179
2025
Q4 		$3.46M Buy
52,394
+616
+1% +$40.4K 0.13% 161
2025
Q3 		$3.38M Sell
51,778
-1,995
-4% -$128K 0.13% 167
2025
Q2 		$3.34M Sell
53,773
-7,549
-12% -$443K 0.14% 157
2025
Q1 		$3.58M Sell
61,322
-2,127
-3% -$132K 0.16% 133
2024
Q4 		$3.95M Sell
63,449
-33,304
-34% -$2.14M 0.21% 113
2024
Q3 		$6.03M Buy
96,753
+1,040
+1% +$62.7K 0.28% 89
2024
Q2 		$5.6M Buy
95,713
+6,438
+7% +$378K 0.27% 88
2024
Q1 		$5.42M Sell
89,275
-1,525
-2% -$86.3K 0.26% 98
2023
Q4 		$5.03M Buy
90,800
+2,475
+3% +$126K 0.27% 93
2023
Q3 		$4.42M Buy
88,325
+21,805
+33% +$1.14M 0.28% 94
2023
Q2 		$3.48M Buy
66,520
+29,105
+78% +$1.45M 0.19% 120
2023
Q1 		$1.87M Sell
37,415
-32,865
-47% -$1.67M 0.14% 167
2022
Q4 		$3.4M Buy
+70,280
New +$3.4M 0.22% 120
2022
Q1 		– Sell
-88,510
Closed -$5.01M – 323
2021
Q4 		$5.01M Buy
88,510
+9,960
+13% +$554K 0.29% 76
2021
Q3 		$4.13M Sell
78,550
-14,080
-15% -$757K 0.28% 90
2021
Q2 		$4.98M Sell
92,630
-50,745
-35% -$2.74M 0.33% 76
2021
Q1 		$7.84M Buy
143,375
+76,720
+115% +$3.83M 0.27% 85
2020
Q4 		$3.06M Buy
66,655
+11,580
+21% +$488K 0.13% 140
2020
Q3 		$2.04M Buy
55,075
+685
+1% +$25.6K 0.1% 177
2020
Q2 		$1.93M Buy
54,390
+2,090
+4% +$69.4K 0.11% 178
2020
Q1 		$1.5M Buy
52,300
+1,355
+3% +$50.4K 0.11% 189
2019
Q4 		$2.1M Sell
50,945
-75,580
-60% -$3M 0.16% 138
2019
Q3 		$4.89M Buy
+126,525
New +$4.86M 0.4% 54
2019
Q1 		$5.52M Sell
145,640
-9,835
-6% -$363K 0.62% 39
2018
Q4 		$5.16M Buy
+155,475
New +$5.67M 0.73% 32
2018
Q3 		– Sell
-168,265
Closed -$6.67M – 404
2018
Q2 		$6.67M Buy
168,265
+13,260
+9% +$512K 1.42% 14
2018
Q1 		$5.81M Buy
155,005
+10,560
+7% +$404K 1.45% 16
2017
Q4 		$5.65M Sell
144,445
-5,965
-4% -$221K 1.38% 18
2017
Q3 		$5.49M Sell
150,410
-9,730
-6% -$339K 1.43% 20
2017
Q2 		$5.58M Buy
160,140
+10,825
+7% +$374K 1.58% 15
2017
Q1 		$5.15M Buy
149,315
+14,650
+11% +$499K 1.52% 13
2016
Q4 		$4.66M Buy
+134,665
New +$4.27M 1.56% 12

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Sowell Financial Services's IJH Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.28% in Q2 2026, buying an estimated $10.1K and bringing the position to 49,869 shares worth $3.85M. The position accounts for 0.13% of the portfolio, ranked #176.

Sowell Financial Services first reported a position in IJH in Q4 2016 and has held it in 34 quarters since. The position peaked at $7.84M in Q1 2021. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Sowell Financial Services held 49,869 shares of iShares Core S&P Mid-Cap ETF worth $3.85M as of Q2 2026.
  • Sowell Financial Services bought 138 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $10.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.13% of Sowell Financial Services's portfolio in Q2 2026, its #176 holding.
  • Sowell Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 34 quarters since.
  • Sowell Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $7.84M in Q1 2021.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.