Stolper & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stolper & Co’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	$216K	Buy	+2,802	New	+$206K	0.06%	90
2022 Q2	–	Sell	-4,105	Closed	-$220K	–	85
2022 Q1	$220K	Hold	4,105	–	–	0.09%	82
2021 Q4	$232K	Hold	4,105	–	–	0.1%	82
2021 Q3	$216K	Sell	4,105 -45	-1%	-$2.42K	0.1%	84
2021 Q2	$223K	Sell	4,150 -65	-2%	-$3.51K	0.11%	87
2021 Q1	$219K	Buy	+4,215	New	+$210K	0.11%	85

Other funds holding IJH

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 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Stolper & Co's IJH Position: Q2 2026 in Review

Stolper & Co opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,802 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #90 among its holdings. This is a return to the name: Stolper & Co previously reported a position in IJH as recently as Q1 2022.

Stolper & Co first reported a position in IJH in Q1 2021 and has held it in 6 quarters since. The position peaked at $232K in Q4 2021. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Stolper & Co held 2,802 shares of iShares Core S&P Mid-Cap ETF worth $216K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Stolper & Co position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Stolper & Co's portfolio in Q2 2026, its #90 holding.
Stolper & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 6 quarters since.
Stolper & Co's iShares Core S&P Mid-Cap ETF position peaked at $232K in Q4 2021.
635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.