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

Summit Financial’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	$35.2M	Buy	457,005 +20,098	+5%	+$1.47M	0.39%	41
2026 Q1	$29.5M	Buy	436,907 +4,163	+1%	+$289K	0.38%	49
2025 Q4	$28.6M	Sell	432,744 -7,414	-2%	-$486K	0.42%	43
2025 Q3	$28.7M	Buy	440,158 +56,342	+15%	+$3.62M	0.44%	36
2025 Q2	$23.8M	Sell	383,816 -7,570	-2%	-$444K	0.54%	33
2025 Q1	$22.8M	Buy	391,386 +194,926	+99%	+$12.1M	0.64%	31
2024 Q4	$12.2M	Buy	196,460 +4,382	+2%	+$281K	0.43%	41
2024 Q3	$12M	Buy	192,078 +113,240	+144%	+$6.83M	0.47%	38
2024 Q2	$4.61M	Buy	78,838 +1,952	+3%	+$115K	0.21%	82
2024 Q1	$4.67M	Buy	76,886 +6,061	+9%	+$343K	0.28%	47
2023 Q4	$3.93M	Sell	70,825 -5,505	-7%	-$279K	0.26%	55
2023 Q3	$3.82M	Buy	76,330 +1,775	+2%	+$93K	0.28%	50
2023 Q2	$3.9M	Buy	74,555 +29,880	+67%	+$1.49M	0.28%	48
2023 Q1	$2.24M	Buy	44,675 +3,010	+7%	+$153K	0.2%	55
2022 Q4	$2.02M	Sell	41,665 -25,860	-38%	-$1.25M	0.19%	62
2022 Q3	$2.96M	Buy	67,525 +11,435	+20%	+$553K	0.28%	42
2022 Q2	$2.54M	Sell	56,090 -2,525	-4%	-$125K	0.24%	47
2022 Q1	$3.15M	Sell	58,615 -4,810	-8%	-$256K	0.25%	43
2021 Q4	$3.59M	Buy	63,425 +1,965	+3%	+$109K	0.27%	35
2021 Q3	$3.23M	Buy	61,460 +9,725	+19%	+$523K	0.28%	33
2021 Q2	$2.78M	Buy	51,735 +25,115	+94%	+$1.36M	0.28%	31
2021 Q1	$1.39M	Buy	26,620 +5,440	+26%	+$272K	0.18%	24
2020 Q4	$973K	Buy	+21,180	New	+$892K	0.14%	25

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

Summit Financial's IJH Position: Q2 2026 in Review

Summit Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q2 2026, buying an estimated $1.47M and bringing the position to 457,005 shares worth $35.2M. The position accounts for 0.39% of the portfolio, ranked #41.

Summit Financial first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,739 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Summit Financial held 457,005 shares of iShares Core S&P Mid-Cap ETF worth $35.2M as of Q2 2026.
Summit Financial bought 20,098 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.47M.
iShares Core S&P Mid-Cap ETF made up 0.39% of Summit Financial's portfolio in Q2 2026, its #41 holding.
Summit Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,739 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.