Summit Financial Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $80.5M | Buy |
1,044,165
+71,949
| +7% | +$5.28M | 5.65% | 6 |
|
|
2026
Q1 | $65.7M | Buy |
972,216
+128,040
| +15% | +$8.88M | 5.17% | 8 |
|
|
2025
Q4 | $55.7M | Buy |
844,176
+90,359
| +12% | +$5.92M | 4.58% | 8 |
|
|
2025
Q3 | $49.2M | Buy |
753,817
+64,974
| +9% | +$4.18M | 4.22% | 10 |
|
|
2025
Q2 | $42.7M | Buy |
688,843
+57,156
| +9% | +$3.36M | 3.95% | 10 |
|
|
2025
Q1 | $36.9M | Buy |
631,687
+24,134
| +4% | +$1.5M | 3.72% | 10 |
|
|
2024
Q4 | $37.9M | Buy |
607,553
+25,562
| +4% | +$1.64M | 4.18% | 10 |
|
|
2024
Q3 | $36.3M | Sell |
581,991
-8,725
| -1% | -$526K | 4.08% | 10 |
|
|
2024
Q2 | $34.6M | Sell |
590,716
-8,800
| -1% | -$517K | 4.3% | 9 |
|
|
2024
Q1 | $36.4M | Sell |
599,516
-659
| -0.1% | -$37.3K | 5.08% | 7 |
|
|
2023
Q4 | $33.3M | Sell |
600,175
-2,810
| -0.5% | -$143K | 5.08% | 7 |
|
|
2023
Q3 | $30.1M | Sell |
602,985
-4,075
| -0.7% | -$214K | 5.73% | 6 |
|
|
2023
Q2 | $31.7M | Sell |
607,060
-1,205
| -0.2% | -$59.9K | 5.92% | 6 |
|
|
2023
Q1 | $30.4M | Sell |
608,265
-9,570
| -2% | -$488K | 6% | 6 |
|
|
2022
Q4 | $29.9M | Sell |
617,835
-17,380
| -3% | -$840K | 6.44% | 5 |
|
|
2022
Q3 | $27.9M | Sell |
635,215
-1,865
| -0.3% | -$90.2K | 6.61% | 4 |
|
|
2022
Q2 | $28.8M | Buy |
637,080
+6,250
| +1% | +$309K | 6.75% | 3 |
|
|
2022
Q1 | $33.9M | Sell |
630,830
-1,995
| -0.3% | -$106K | 6.81% | 3 |
|
|
2021
Q4 | $35.8M | Sell |
632,825
-5,815
| -0.9% | -$324K | 6.92% | 3 |
|
|
2021
Q3 | $33.6M | Buy |
638,640
+14,400
| +2% | +$775K | 6.42% | 4 |
|
|
2021
Q2 | $33.5M | Buy |
624,240
+168,170
| +37% | +$9.08M | 6.65% | 4 |
|
|
2021
Q1 | $23.7M | Sell |
456,070
-5,765
| -1% | -$288K | 8.48% | 3 |
|
|
2020
Q4 | $21.2M | Buy |
461,835
+545
| +0.1% | +$23K | 7.29% | 4 |
|
|
2020
Q3 | $17.1M | Sell |
461,290
-16,260
| -3% | -$608K | 6.97% | 4 |
|
|
2020
Q2 | $17M | Sell |
477,550
-31,520
| -6% | -$1.05M | 7.55% | 4 |
|
|
2020
Q1 | $14.6M | Sell |
509,070
-2,165
| -0.4% | -$80.5K | 7.94% | 4 |
|
|
2019
Q4 | $21M | Sell |
511,235
-5,255
| -1% | -$208K | 10.29% | 3 |
|
|
2019
Q3 | $20M | Sell |
516,490
-7,705
| -1% | -$296K | 9.59% | 4 |
|
|
2019
Q2 | $20.4M | Sell |
524,195
-1,280
| -0.2% | -$49.1K | 9.89% | 4 |
|
|
2019
Q1 | $19.9M | Buy |
525,475
+5,345
| +1% | +$197K | 10.1% | 4 |
|
|
2018
Q4 | $17.3M | Buy |
520,130
+20,490
| +4% | +$748K | 9.69% | 4 |
|
|
2018
Q3 | $20.1M | Sell |
499,640
-385
| -0.1% | -$15.5K | 9.17% | 5 |
|
|
2018
Q2 | $19.5M | Buy |
500,025
+20,995
| +4% | +$811K | 9.47% | 5 |
|
|
2018
Q1 | $18M | Sell |
479,030
-3,065
| -0.6% | -$117K | 9.31% | 5 |
|
|
2017
Q4 | $18.3M | Sell |
482,095
-7,910
| -2% | -$293K | 9.58% | 5 |
|
|
2017
Q3 | $17.5M | Sell |
490,005
-560
| -0.1% | -$19.5K | 10.12% | 5 |
|
|
2017
Q2 | $17.1M | Buy |
490,565
+7,710
| +2% | +$266K | 10.29% | 4 |
|
|
2017
Q1 | $16.5M | Buy |
482,855
+955
| +0.2% | +$32.5K | 12.1% | 3 |
|
|
2016
Q4 | $15.9M | Sell |
481,900
-13,410
| -3% | -$425K | 10.89% | 4 |
|
|
2016
Q3 | $15.3M | Sell |
495,310
-8,805
| -2% | -$272K | 10.75% | 3 |
|
|
2016
Q2 | $15.1M | Sell |
504,115
-13,935
| -3% | -$409K | 11.18% | 2 |
|
|
2016
Q1 | $14.9M | Buy |
518,050
+14,345
| +3% | +$383K | 10.93% | 2 |
|
|
2015
Q4 | $14M | Buy |
503,705
+80
| +0% | +$2.29K | 10.92% | 3 |
|
|
2015
Q3 | $13.8M | Buy |
503,625
+1,865
| +0.4% | +$54.2K | 11.42% | 3 |
|
|
2015
Q2 | $15.1M | Sell |
501,760
-4,900
| -1% | -$149K | 11.74% | 2 |
|
|
2015
Q1 | $15.4M | Sell |
506,660
-8,500
| -2% | -$251K | 12.41% | 2 |
|
|
2014
Q4 | $14.9M | Buy |
+515,160
| New | +$14.5M | 12.08% | 2 |
|
Other funds holding IJH
Summit Financial Strategies's IJH Position: Q2 2026 in Review
Summit Financial Strategies increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.4% in Q2 2026, buying an estimated $5.28M and bringing the position to 1,044,165 shares worth $80.5M. The position accounts for 5.65% of the portfolio, ranked #6.
Summit Financial Strategies first reported a position in IJH in Q4 2014 and has held it in 47 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Summit Financial Strategies held 1,044,165 shares of iShares Core S&P Mid-Cap ETF worth $80.5M as of Q2 2026.
- Summit Financial Strategies bought 71,949 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.28M.
- iShares Core S&P Mid-Cap ETF made up 5.65% of Summit Financial Strategies's portfolio in Q2 2026, its #6 holding.
- Summit Financial Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
- 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.