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

Strategic Financial Concepts’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 		– Sell
-8,860
Closed -$598K – 269
2026
Q1 		$598K Sell
8,860
-63
-0.7% -$4.37K 0.15% 141
2025
Q4 		$589K Buy
+8,923
New +$585K 0.54% 48
2025
Q2 		– Sell
-138,722
Closed -$8.09M – 322
2025
Q1 		$8.09M Buy
138,722
+16,845
+14% +$1.05M 1.52% 14
2024
Q4 		$7.59M Buy
121,877
+49,761
+69% +$3.19M 1.46% 15
2024
Q3 		$4.49M Sell
72,116
-4,099,079
-98% -$247M 1.43% 17
2024
Q2 		$2.14M Buy
4,171,195
+4,065,314
+3,840% +$239M 1.25% 22
2024
Q1 		$6.43M Buy
105,881
+43,511
+70% +$2.46M 1.55% 13
2023
Q4 		$3.46M Sell
62,370
-7,365
-11% -$374K 2.05% 14
2023
Q3 		$3.48M Sell
69,735
-17,790
-20% -$932K 1.17% 24
2023
Q2 		$4.58M Sell
87,525
-13,605
-13% -$676K 1.69% 12
2023
Q1 		$5.06M Buy
+101,130
New +$5.15M 2.04% 9

Other funds holding IJH

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Strategic Financial Concepts's IJH Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 8,860 shares — an estimated $598K sold.

Strategic Financial Concepts first reported a position in IJH in Q1 2023 and held it in 11 quarters. The position peaked at $8.09M in Q1 2025. 1,121 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Strategic Financial Concepts reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 8,860 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $598K.
  • Strategic Financial Concepts first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and held it in 11 quarters.
  • Strategic Financial Concepts's iShares Core S&P Mid-Cap ETF position peaked at $8.09M in Q1 2025.
  • 1,121 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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