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

Taylor 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 		$3.37M Buy
43,735
+962
+2% +$70.6K 1.85% 13
2026
Q1 		$2.89M Buy
42,773
+169
+0.4% +$11.7K 1.75% 14
2025
Q4 		$2.81M Buy
42,604
+348
+0.8% +$22.8K 1.65% 15
2025
Q3 		$2.76M Buy
42,256
+2,331
+6% +$150K 1.59% 15
2025
Q2 		$2.48M Buy
39,925
+3,255
+9% +$191K 1.55% 16
2025
Q1 		$2.14M Buy
36,670
+2,563
+8% +$159K 1.49% 16
2024
Q4 		$2.13M Buy
34,107
+2,971
+10% +$191K 1.47% 18
2024
Q3 		$1.94M Buy
31,136
+990
+3% +$59.7K 1.34% 19
2024
Q2 		$1.76M Buy
30,146
+1,696
+6% +$99.6K 1.36% 18
2024
Q1 		$1.73M Buy
28,450
+1,270
+5% +$71.9K 1.32% 19
2023
Q4 		$1.51M Buy
+27,180
New +$1.38M 1.24% 22

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Taylor Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q2 2026, buying an estimated $70.6K and bringing the position to 43,735 shares worth $3.37M. The position accounts for 1.85% of the portfolio, ranked #13.

Taylor Financial Group first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,376 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Taylor Financial Group held 43,735 shares of iShares Core S&P Mid-Cap ETF worth $3.37M as of Q2 2026.
  • Taylor Financial Group bought 962 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $70.6K.
  • iShares Core S&P Mid-Cap ETF made up 1.85% of Taylor Financial Group's portfolio in Q2 2026, its #13 holding.
  • Taylor Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,376 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.