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St. Clair Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

St. Clair 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 		$2.43M Sell
31,549
-126
-0.4% -$9.24K 0.63% 31
2026
Q1 		$2.14M Sell
31,675
-532
-2% -$36.9K 0.57% 35
2025
Q4 		$2.13M Buy
32,207
+48
+0.1% +$3.14K 0.55% 31
2025
Q3 		$2.1M Sell
32,159
-576
-2% -$37K 0.56% 31
2025
Q2 		$2.03M Sell
32,735
-590
-2% -$34.6K 0.53% 32
2025
Q1 		$1.94M Sell
33,325
-751
-2% -$46.6K 0.54% 31
2024
Q4 		$2.12M Buy
34,076
+35
+0.1% +$2.25K 0.61% 30
2024
Q3 		$2.12M Sell
34,041
-1,168
-3% -$70.4K 0.6% 27
2024
Q2 		$2.06M Buy
35,209
+23
+0.1% +$1.35K 0.66% 27
2024
Q1 		$2.14M Buy
35,186
+16
+0% +$906 0.69% 26
2023
Q4 		$1.95M Sell
35,170
-425
-1% -$21.6K 0.67% 28
2023
Q3 		$1.78M Sell
35,595
-400
-1% -$21K 0.7% 25
2023
Q2 		$1.88M Buy
35,995
+1,225
+4% +$60.9K 0.73% 25
2023
Q1 		$1.74M Buy
34,770
+600
+2% +$30.6K 0.76% 25
2022
Q4 		$1.65M Buy
34,170
+2,500
+8% +$121K 1.04% 16
2022
Q3 		$1.39M Buy
31,670
+9,875
+45% +$477K 1.11% 14
2022
Q2 		$986K Buy
21,795
+1,255
+6% +$62K 0.8% 16
2022
Q1 		$1.1M Buy
20,540
+1,430
+7% +$76.1K 0.75% 16
2021
Q4 		$1.08M Sell
19,110
-250
-1% -$13.9K 0.62% 22
2021
Q3 		$1.02M Buy
19,360
+14,985
+343% +$806K 0.71% 18
2021
Q2 		$235K Hold
4,375
– – 0.18% 40
2021
Q1 		$228K Hold
4,375
– – 0.18% 40
2020
Q4 		$201K Buy
+4,375
New +$184K 0.19% 43

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

St. Clair Advisors's IJH Position: Q2 2026 in Review

St. Clair Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.4% in Q2 2026, selling an estimated $9.24K and leaving 31,549 shares worth $2.43M. The position accounts for 0.63% of the portfolio, ranked #31.

St. Clair Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • St. Clair Advisors held 31,549 shares of iShares Core S&P Mid-Cap ETF worth $2.43M as of Q2 2026.
  • St. Clair Advisors sold 126 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.24K.
  • iShares Core S&P Mid-Cap ETF made up 0.63% of St. Clair Advisors's portfolio in Q2 2026, its #31 holding.
  • St. Clair Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.