Strategic Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Strategic Advisors’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	$213K	Sell	2,767 -920	-25%	-$67.5K	0.05%	160
2026 Q1	$249K	Sell	3,687 -248	-6%	-$17.2K	0.04%	170
2025 Q4	$260K	Hold	3,935	–	–	0.04%	163
2025 Q3	$257K	Hold	3,935	–	–	0.04%	168
2025 Q2	$244K	Sell	3,935 -70	-2%	-$4.11K	0.05%	152
2025 Q1	$234K	Sell	4,005 -240	-6%	-$14.9K	0.05%	172
2024 Q4	$265K	Sell	4,245 -1,565	-27%	-$100K	0.05%	173
2024 Q3	$362K	Sell	5,810 -5,200	-47%	-$314K	0.07%	162
2024 Q2	$644K	Sell	11,010 -5,533	-33%	-$325K	0.13%	122
2024 Q1	$1M	Sell	16,543 -397	-2%	-$22.5K	0.2%	100
2023 Q4	$939K	Sell	16,940 -1,375	-8%	-$69.7K	0.18%	104
2023 Q3	$913K	Sell	18,315 -130	-0.7%	-$6.81K	0.18%	105
2023 Q2	$965K	Sell	18,445 -65	-0.4%	-$3.23K	0.18%	98
2023 Q1	$926K	Buy	+18,510	New	+$943K	0.19%	103

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

Strategic Advisors's IJH Position: Q2 2026 in Review

Strategic Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 25% in Q2 2026, selling an estimated $67.5K and leaving 2,767 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #160.

Strategic Advisors first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1M in Q1 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Strategic Advisors held 2,767 shares of iShares Core S&P Mid-Cap ETF worth $213K as of Q2 2026.
Strategic Advisors sold 920 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $67.5K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Strategic Advisors's portfolio in Q2 2026, its #160 holding.
Strategic Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Strategic Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1M in Q1 2024.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.