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Sterling Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sterling Investment Counsel’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 		$15.6M Buy
202,585
+3,676
+2% +$270K 3.68% 6
2026
Q1 		$13.4M Buy
198,909
+6,193
+3% +$430K 3.76% 6
2025
Q4 		$12.7M Buy
192,716
+1,227
+0.6% +$80.4K 3.64% 6
2025
Q3 		$12.5M Buy
191,489
+85,564
+81% +$5.5M 4.01% 6
2025
Q2 		$6.57M Sell
105,925
-74,189
-41% -$4.36M 3.85% 6
2025
Q1 		$10.5M Buy
180,114
+79,030
+78% +$4.91M 3.6% 6
2024
Q4 		$6.3M Sell
101,084
-69,001
-41% -$4.43M 4.16% 6
2024
Q3 		$10.6M Buy
170,085
+2,603
+2% +$157K 3.78% 6
2024
Q2 		$9.8M Sell
167,482
-13,282
-7% -$780K 3.86% 6
2024
Q1 		$11M Buy
180,764
+27,699
+18% +$1.57M 5.07% 4
2023
Q4 		$8.48M Buy
153,065
+2,810
+2% +$143K 4.33% 5
2023
Q3 		$7.49M Buy
150,255
+975
+0.7% +$51.1K 4.29% 5
2023
Q2 		$7.81M Buy
149,280
+1,735
+1% +$86.2K 4.21% 5
2023
Q1 		$7.38M Sell
147,545
-47,775
-24% -$2.43M 4.39% 5
2022
Q4 		$9.45M Buy
195,320
+3,640
+2% +$176K 5.84% 3
2022
Q3 		$8.4M Sell
191,680
-2,395
-1% -$116K 6.14% 3
2022
Q2 		$8.78M Buy
194,075
+1,635
+0.8% +$80.7K 6.7% 3
2022
Q1 		$10.3M Buy
192,440
+4,960
+3% +$264K 6.96% 3
2021
Q4 		$10.6M Buy
+187,480
New +$10.4M 7.19% 3

Other funds holding IJH

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sterling Investment Counsel's IJH Position: Q2 2026 in Review

Sterling Investment Counsel increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2026, buying an estimated $270K and bringing the position to 202,585 shares worth $15.6M. The position accounts for 3.68% of the portfolio, ranked #6.

Sterling Investment Counsel first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Sterling Investment Counsel held 202,585 shares of iShares Core S&P Mid-Cap ETF worth $15.6M as of Q2 2026.
  • Sterling Investment Counsel bought 3,676 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $270K.
  • iShares Core S&P Mid-Cap ETF made up 3.68% of Sterling Investment Counsel's portfolio in Q2 2026, its #6 holding.
  • Sterling Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.