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

Sterling Investment Advisors (Pennsylvania)’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 		$675K Sell
8,755
-1,540
-15% -$113K 0.11% 126
2026
Q1 		$695K Hold
10,295
– – 0.13% 119
2025
Q4 		$679K Buy
10,295
+1,540
+18% +$101K 0.13% 123
2025
Q3 		$571K Hold
8,755
– – 0.11% 124
2025
Q2 		$543K Hold
8,755
– – 0.12% 123
2025
Q1 		$511K Sell
8,755
-200
-2% -$12.4K 0.12% 119
2024
Q4 		$558K Hold
8,955
– – 0.14% 105
2024
Q3 		$558K Buy
8,955
+545
+6% +$32.9K 0.14% 100
2024
Q2 		$492K Hold
8,410
– – 0.13% 103
2024
Q1 		$511K Hold
8,410
– – 0.14% 100
2023
Q4 		$466K Hold
8,410
– – 0.15% 99
2023
Q3 		$419K Hold
8,410
– – 0.15% 99
2023
Q2 		$440K Buy
8,410
+110
+1% +$5.47K 0.15% 98
2023
Q1 		$415K Hold
8,300
– – 0.14% 102
2022
Q4 		$402K Hold
8,300
– – 0.14% 106
2022
Q3 		$364K Sell
8,300
-28,980
-78% -$1.4M 0.14% 107
2022
Q2 		$2.77M Sell
37,280
-55
-0.1% -$2.71K 0.95% 31
2022
Q1 		$3.29M Sell
37,335
-4,700
-11% -$250K 0.93% 31
2021
Q4 		$3.94M Sell
42,035
-875
-2% -$48.7K 1.11% 24
2021
Q3 		$3.7M Sell
42,910
-375
-0.9% -$20.2K 1.1% 22
2021
Q2 		$3.82M Sell
43,285
-250
-0.6% -$13.5K 1.12% 22
2021
Q1 		$3.73M Buy
43,535
+4,520
+12% +$226K 1.2% 21
2020
Q4 		$3.07M Sell
39,015
-475
-1% -$20K 1.04% 24
2020
Q3 		$2.51M Sell
39,490
-1,595
-4% -$59.6K 0.97% 27
2020
Q2 		$2.5M Sell
41,085
-1,000
-2% -$33.2K 1.04% 24
2020
Q1 		$2.08M Sell
42,085
-1,250
-3% -$46.5K 1.1% 22
2019
Q4 		$3.07M Hold
43,335
– – 1.41% 16
2019
Q3 		$2.88M Sell
43,335
-500
-1% -$19.2K 1.47% 14
2019
Q2 		$2.93M Sell
43,835
-3,915
-8% -$150K 1.5% 14
2019
Q1 		$3.13M Sell
47,750
-290
-0.6% -$10.7K 1.59% 14
2018
Q4 		$2.76M Buy
48,040
+130
+0.3% +$4.74K 1.62% 15
2018
Q3 		$3.36M Sell
47,910
-320
-0.7% -$12.9K 1.77% 14
2018
Q2 		$3.27M Sell
48,230
-700
-1% -$27K 1.93% 11
2018
Q1 		$3.19M Sell
48,930
-650
-1% -$24.9K 1.96% 11
2017
Q4 		$3.27M Buy
49,580
+1,000
+2% +$37K 2.03% 10
2017
Q3 		$3.03M Sell
48,580
-575
-1% -$20K 2.01% 10
2017
Q2 		$2.98M Buy
49,155
+370
+0.8% +$12.8K 1.99% 9
2017
Q1 		$2.92M Sell
48,785
-625
-1% -$21.3K 2.1% 9
2016
Q4 		$2.86M Buy
+49,410
New +$1.57M 2.29% 9

Other funds holding IJH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q2 2026, selling an estimated $113K and leaving 8,755 shares worth $675K. The position accounts for 0.11% of the portfolio, ranked #126.

Sterling Investment Advisors (Pennsylvania) first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.94M in Q4 2021. 1,465 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 8,755 shares of iShares Core S&P Mid-Cap ETF worth $675K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 1,540 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $113K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #126 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s iShares Core S&P Mid-Cap ETF position peaked at $3.94M in Q4 2021.
  • 1,465 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.