Stokes Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stokes Family Office’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	$575K	Hold	7,455	–	–	0.07%	179
2026 Q1	$503K	Sell	7,455 -2,168	-23%	-$150K	0.05%	183
2025 Q4	$635K	Buy	9,623 +1,645	+21%	+$108K	0.06%	173
2025 Q3	$521K	Buy	7,978 +123	+2%	+$7.91K	0.05%	174
2025 Q2	$487K	Sell	7,855 -135	-2%	-$7.92K	0.05%	165
2025 Q1	$466K	Buy	7,990 +29	+0.4%	+$1.8K	0.05%	163
2024 Q4	$496K	Sell	7,961 -155	-2%	-$9.94K	0.05%	163
2024 Q3	$506K	Sell	8,116 -50	-0.6%	-$3.02K	0.06%	153
2024 Q2	$478K	Buy	8,166 +16	+0.2%	+$940	0.06%	154
2024 Q1	$495K	Buy	8,150 +10	+0.1%	+$566	0.06%	147
2023 Q4	$451K	Sell	8,140 -5,335	-40%	-$271K	0.06%	145
2023 Q3	$672K	Buy	13,475 +6,290	+88%	+$330K	0.08%	162
2023 Q2	$376K	Hold	7,185	–	–	0.04%	212
2023 Q1	$360K	Buy	7,185 +25	+0.3%	+$1.27K	0.04%	204
2022 Q4	$346K	Sell	7,160 -2,350	-25%	-$114K	0.04%	203
2022 Q3	$417K	Buy	9,510 +2,350	+33%	+$114K	0.06%	174
2022 Q2	$324K	Buy	+7,160	New	+$353K	0.04%	199

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stokes Family Office's IJH Position: Q2 2026 in Review

Stokes Family Office held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 7,455 shares worth $575K. The position accounts for 0.07% of the portfolio, ranked #179.

Stokes Family Office first reported a position in IJH in Q2 2022 and has held it in 17 quarters since. The position peaked at $672K in Q3 2023. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Stokes Family Office held 7,455 shares of iShares Core S&P Mid-Cap ETF worth $575K as of Q2 2026.
Stokes Family Office left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.07% of Stokes Family Office's portfolio in Q2 2026, its #179 holding.
Stokes Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Stokes Family Office's iShares Core S&P Mid-Cap ETF position peaked at $672K in Q3 2023.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.