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

Sunburst Financial Group’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	$459K	Sell	5,955 -50	-0.8%	-$3.67K	0.07%	91
2026 Q1	$406K	Sell	6,005 -506	-8%	-$35.1K	0.07%	87
2025 Q4	$430K	Sell	6,511 -150	-2%	-$9.83K	0.09%	77
2025 Q3	$435K	Buy	6,661 +233	+4%	+$15K	0.09%	78
2025 Q2	$399K	Buy	6,428 +1	+0%	+$59	0.09%	78
2025 Q1	$375K	Sell	6,427 -159	-2%	-$9.87K	0.09%	72
2024 Q4	$410K	Sell	6,586 -163	-2%	-$10.5K	0.1%	74
2024 Q3	$421K	Sell	6,749 -186	-3%	-$11.2K	0.11%	78
2024 Q2	$406K	Buy	6,935 +150	+2%	+$8.81K	0.11%	79
2024 Q1	$410K	Buy	6,785 +1,635	+32%	+$92.6K	0.12%	76
2023 Q4	$285K	Sell	5,150 -60	-1%	-$3.04K	0.09%	80
2023 Q3	$260K	Hold	5,210	–	–	0.09%	76
2023 Q2	$272K	Sell	5,210 -2,740	-34%	-$136K	0.1%	78
2023 Q1	$398K	Sell	7,950 -5	-0.1%	-$255	0.15%	67
2022 Q4	$385K	Buy	+7,955	New	+$384K	0.15%	67

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

Sunburst Financial Group's IJH Position: Q2 2026 in Review

Sunburst Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.83% in Q2 2026, selling an estimated $3.67K and leaving 5,955 shares worth $459K. The position accounts for 0.07% of the portfolio, ranked #91.

Sunburst Financial Group first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sunburst Financial Group held 5,955 shares of iShares Core S&P Mid-Cap ETF worth $459K as of Q2 2026.
Sunburst Financial Group sold 50 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.67K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Sunburst Financial Group's portfolio in Q2 2026, its #91 holding.
Sunburst Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.