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Stephen J. Garry & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stephen J. Garry & Associates’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 		$204K Buy
+2,640
New +$194K 0.15% 54

Other funds holding IJH

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
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
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Stephen J. Garry & Associates's IJH Position: Q2 2026 in Review

Stephen J. Garry & Associates opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,640 shares worth $204K. The stake represents 0.15% of the portfolio and ranks #54 among its holdings.

1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Stephen J. Garry & Associates held 2,640 shares of iShares Core S&P Mid-Cap ETF worth $204K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Stephen J. Garry & Associates position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.15% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #54 holding.
  • 1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.