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Sterling Investment Advisors (Missouri)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$9.38M Sell
121,581
-2,763
-2% -$203K 4.21% 7
2026
Q1 		$8.4M Sell
124,344
-362
-0.3% -$25.1K 4.03% 7
2025
Q4 		$8.23M Buy
124,706
+6,078
+5% +$398K 3.98% 7
2025
Q3 		$7.74M Buy
118,628
+716
+0.6% +$46K 3.83% 8
2025
Q2 		$7.31M Buy
117,912
+3,500
+3% +$205K 3.81% 9
2025
Q1 		$6.68M Buy
114,412
+1,456
+1% +$90.4K 3.76% 9
2024
Q4 		$7.04M Sell
112,956
-4,217
-4% -$270K 4.11% 9
2024
Q3 		$7.3M Buy
117,173
+3,834
+3% +$231K 4.11% 8
2024
Q2 		$6.63M Sell
113,339
-10,996
-9% -$646K 4.05% 9
2024
Q1 		$7.55M Hold
124,335
– – 4.43% 7
2023
Q4 		$6.89M Sell
124,335
-24,640
-17% -$1.25M 4.27% 7
2023
Q3 		$7.43M Sell
148,975
-6,385
-4% -$335K 4.74% 7
2023
Q2 		$8.12M Sell
155,360
-2,560
-2% -$127K 5.17% 6
2023
Q1 		$7.9M Sell
157,920
-1,185
-0.7% -$60.4K 5.11% 6
2022
Q4 		$7.7M Sell
159,105
-3,340
-2% -$161K 5.26% 5
2022
Q3 		$7.12M Sell
162,445
-3,530
-2% -$171K 5.34% 8
2022
Q2 		$7.51M Sell
165,975
-4,755
-3% -$235K 5.16% 8
2022
Q1 		$9.16M Buy
170,730
+2,670
+2% +$142K 5.42% 7
2021
Q4 		$9.52M Sell
168,060
-835
-0.5% -$46.5K 5.42% 6
2021
Q3 		$8.89M Buy
168,895
+6,665
+4% +$359K 5.33% 7
2021
Q2 		$8.72M Sell
162,230
-6,265
-4% -$338K 5.28% 6
2021
Q1 		$8.77M Sell
168,495
-7,715
-4% -$385K 5.56% 7
2020
Q4 		$8.1M Sell
176,210
-2,710
-2% -$114K 5.37% 8
2020
Q3 		$6.63M Sell
178,920
-3,110
-2% -$116K 5.06% 8
2020
Q2 		$6.47M Buy
182,030
+9,565
+6% +$318K 5.19% 5
2020
Q1 		$4.96M Buy
172,465
+6,285
+4% +$234K 4.59% 6
2019
Q4 		$6.84M Sell
166,180
-2,375
-1% -$94.1K 5.26% 5
2019
Q3 		$6.51M Buy
168,555
+2,260
+1% +$86.9K 5.17% 5
2019
Q2 		$6.46M Buy
166,295
+1,650
+1% +$63.2K 5.15% 5
2019
Q1 		$6.24M Sell
164,645
-5,850
-3% -$216K 5.1% 5
2018
Q4 		$5.66M Buy
170,495
+5,145
+3% +$188K 5.03% 6
2018
Q3 		$6.66M Sell
165,350
-2,710
-2% -$109K 5.43% 5
2018
Q2 		$6.55M Sell
168,060
-4,390
-3% -$170K 5.52% 5
2018
Q1 		$6.47M Buy
172,450
+1,520
+0.9% +$58.1K 5.34% 5
2017
Q4 		$6.49M Sell
170,930
-6,255
-4% -$231K 5.36% 5
2017
Q3 		$6.34M Buy
177,185
+7,030
+4% +$245K 5.39% 5
2017
Q2 		$5.92M Buy
170,155
+4,015
+2% +$139K 5.4% 5
2017
Q1 		$5.69M Sell
166,140
-255
-0.2% -$8.68K 5.45% 5
2016
Q4 		$5.5M Sell
166,395
-6,965
-4% -$221K 5.66% 5
2016
Q3 		$5.36M Buy
173,360
+3,825
+2% +$118K 5.49% 5
2016
Q2 		$5.07M Sell
169,535
-3,305
-2% -$96.9K 5.19% 6
2016
Q1 		$4.98M Buy
172,840
+2,170
+1% +$58K 5.26% 6
2015
Q4 		$4.76M Buy
170,670
+3,320
+2% +$94.9K 5.13% 6
2015
Q3 		$4.57M Sell
167,350
-35
-0% -$1.02K 5.22% 6
2015
Q2 		$5.02M Sell
167,385
-10,090
-6% -$308K 5.33% 6
2015
Q1 		$5.39M Sell
177,475
-4,480
-2% -$133K 5.44% 5
2014
Q4 		$5.27M Buy
+181,955
New +$5.11M 5.44% 5

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s IJH Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q2 2026, selling an estimated $203K and leaving 121,581 shares worth $9.38M. The position accounts for 4.21% of the portfolio, ranked #7.

Sterling Investment Advisors (Missouri) first reported a position in IJH in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.52M in Q4 2021. 1,817 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 121,581 shares of iShares Core S&P Mid-Cap ETF worth $9.38M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) sold 2,763 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $203K.
  • iShares Core S&P Mid-Cap ETF made up 4.21% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #7 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares Core S&P Mid-Cap ETF position peaked at $9.52M in Q4 2021.
  • 1,817 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.